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Form 5500 · Retirement plan · COLUMBIA, MD

INOVEX INFORMATION SYSTEMS

The filing calls this plan INOVEX INFORMATION SYSTEMS 401(K) PLAN.

INOVEX INFORMATION SYSTEMS of COLUMBIA, MD files a Form 5500 for its retirement plan. Schedule A discloses 2 annuity or guaranteed-interest contracts held by the plan, written by EMPOWER ANNUITY INSURANCE COMPANY OF AMERICA and 1 other insurer. These are investment and funding contracts, not group health or welfare coverage. No medical, dental or life benefit is reported on this filing.

Agent of record (Schedule A)
Not disclosed
Contract year ends
Januaryas filed for plan year 2024

Sourced from U.S. DOL EFAST2 Form 5500 · EIN 20-0789181 · plan 001 · plan year 2024, filed Aug 4, 2025

Participants at the start of the year
555
Contracts on file
2
Contract value
$2,672,800
Plan year end
January

Plan brief

Schedule A lists 2 insurance contracts held by the plan — annuities, guaranteed-interest accounts or similar funding vehicles. The largest number are with EMPOWER ANNUITY INSURANCE COMPANY OF AMERICA.

The contracts held $2,672,800 at the end of the plan year, as reported on Schedule A.

The filing discloses no agent commission on these contracts.

A Schedule A is filed for a retirement plan when plan assets sit in an insurance company contract. It reports the contract's balances and any agent commission. It does not report a health, dental or life premium, and it does not give a group renewal date.

The contract year ended in January.

Schedule A insurance contracts

CarrierContract typeCoveredYear endsContract valueCommission
EMPOWER ANNUITY INSURANCE COMPANY OF AMERICAAnnuity / GIC502December$2,672,800$0
VOYA RETIREMENT INSURANCE AND ANNUITY COMPANYAnnuity / GIC0January—$0

Covered = persons covered at policy year end, as filed on Schedule A for that policy — often certificates or one class, not the whole plan. Premium = the filing’s own premium/charges figure; “—” means not credibly reported.

See the filing at the Department of Labor

Administrator and service providers

Plan administrator on the filing
INOVEX INFORMATION SYSTEMS
EIN 20-0789181
COMMONWEALTH FINANCIAL NETWORK
SERVICE PROVIDER · EIN 04-2675571
$67,478
paid directly by the plan
COASTAL PENSION SERVICES, INC.
Contract administrator · EIN 52-1053785
$27,490
paid directly by the plan
TRANSITION FINANCE STRATEGIES, LLC
OTHER SERVICES · EIN 13-4238973
$0
paid directly by the plan

The plan administrator is from line 3a of the main form. The service providers are named on Schedule C of this filing. We publish company names only.

What the plan holds

Plan assets at year end
$89,573,320
Paid out in benefits
$8,173,047
Participants at the start of the year
555
Participants with account balances
753

Sourced from U.S. DOL EFAST2 Form 5500 · Schedule H

Who runs the plan

Independent accountantEIN 57-1157523
APRIO LLP
Accountant's opinion (Schedule H, line 3a)
Unmodified

From Schedule H of this filing.

We can name the recordkeeper and the auditor for large plans, the ones that file a Schedule C or a Schedule H. Smaller plans do not have to report either, so for most 401(k) plans in the country that information is not public anywhere.

Other plans filed by this employer

More employer plans in Maryland — largest plans, brokers, carriers and renewal months.