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Original filing (PDF)20251013100348NAL0000467011001
ICE INDUSTRIES, INC.
Form 5500
FILING_RECEIVED
ICE INDUSTRIES 401(K) PLAN
401(k) retirement plan
Signals · 1
~75 bps in Sched C fees
Active participants
364
Accounts w/ balance
280
Plan assets (EOY)
$14.3M
Net assets (EOY)
$14.3M
How this plan invests
This plan
1 pooled trust
Schedule D
28 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
91
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
100
Total plan cost
65
Vendor stack
100
Participation health
100
Knocking points off
- 75 bps in Schedule C fees — 159% above peer band of 29 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ICE INDUSTRIES, INC..
Plan sponsor
Name
ICE INDUSTRIES, INC.
EIN
01-0572966
Address
3810 HERR ROAD · SYLVANIA, OH · 435608925
Phone
(419) 842-3603
Industry
Manufacturingsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-13
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
CLIFTONLARSONALLEN LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $50K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TFO WEALTH PARTNERS LLC | 20-1017513 | — | ADVISOR | $57K | — |
Investments
28 direct securities · 1 pooled fund· $14.4M(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
Uncategorized
$14.3M
28 holdings
Common Collective Trust
$152K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| DFA U.S. Core Equity II Portfolio Inst Class | — | — | — | $3.1M | 22.0% | |
| DFA Intl Core Equity Portfolio Inst Class | — | — | — | $1.7M | 12.3% | |
| Vanguard Growth Index Fund Admiral Shares | — | — | — | $1.6M | 11.5% | |
| Vanguard Total Bond Market Ind Fund Admiral Shares | — | — | — | $1.5M | 10.4% | |
| Vanguard Target Retirement 2030 Fund Investor | — | — | — | $674K | 4.7% | |
| Vanguard Target Retirement 2040 Fund Investor | — | — | — | $628K | 4.4% | |
| DFA Emerging Markets Core Eq Portfolio Inst Class | — | — | — | $522K | 3.7% | |
| Vanguard Mid-Cap Growth Index Fund Admiral Shares | — | — | — | $432K | 3.0% | |
| Participants Participant Loans | — | — | — | $388K | 2.7% | |
| Vanguard Target Retirement 2050 Fund Investor | — | — | — | $352K | 2.5% | |
| Vanguard Target Retirement 2060 Fund Investor | — | — | — | $335K | 2.3% | |
| Vanguard Mid-Cap Index Admiral Shares | — | — | — | $310K | 2.2% | |
| Fidelity 500 Index Fund | — | — | — | $309K | 2.2% | |
| Vanguard Target Retirement 2025 Fund Investor | — | — | — | $306K | 2.1% | |
| Vanguard REIT Index Fund Admiral Shares | — | — | — | $277K | 1.9% | |
| Vanguard Federal Money Market Fund Investor Shares | — | — | — | $256K | 1.8% | |
| Vanguard Target Retirement 2035 Fund Investor | — | — | — | $246K | 1.7% | |
| Vanguard Small-Cap Growth Index Admiral Share | — | — | — | $212K | 1.5% | |
| Vanguard Target Retirement 2020 Fund Investor | — | — | — | $188K | 1.3% | |
| Vanguard Target Retirement 2055 Fund Investor | — | — | — | $175K | 1.2% | |
| Vanguard Value Index Admiral Shares | — | — | — | $172K | 1.2% | |
| Vanguard Target Retirement 2045 Fund Investor | — | — | — | $162K | 1.1% | |
| Managed Income Portfolio Class 1 | — | — | — | $152K | 1.1% | |
| MIP CL 1 FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 024 | Common Collective Trust | — | — | $152K | 1.1% | |
| Vanguard Short Term Bond Index Fund Admiral Shares | — | — | — | $65K | 0.5% | |
| Fidelity Small Cap Index Fund | — | — | — | $54K | 0.4% | |
| Vanguard Target Retirement Income Fund | — | — | — | $15K | 0.1% | |
| Vanguard Small-Cap Growth Index Fund Admiral Share | — | — | — | $7K | <0.1% | |
| Vanguard Total Stock Market Admiral Shares | — | — | — | $4K | <0.1% |
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