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Original filing (PDF)20251015075926NAL0004014849001
INDUSTRIAL COMMUNICATIONS & ELECTRONICS, INC.
Form 5500
FILING_RECEIVED
INDUSTRIAL COMMUNICATIONS & ELECTRONICS 401(K) RETIREMENT PLAN
401(k) retirement plan
Signals · 1
1 failed disclosure
Active participants
104
Accounts w/ balance
104
Plan assets (EOY)
$19.8M
Net assets (EOY)
$19.8M
How this plan invests
This plan
29 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
96
/ 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
85
Concentration risk
100
Total plan cost
100
Vendor stack
100
Participation health
100
Knocking points off
- 1 Schedule C provider failed to disclose compensation.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for INDUSTRIAL COMMUNICATIONS & ELECTRONICS, INC..
Plan sponsor
Name
INDUSTRIAL COMMUNICATIONS & ELECTRONICS, INC.
EIN
02-6157308
Address
40 LONE STREET · MARSHFIELD, MA · 02050
Phone
(781) 319-1072
Industry
Information / Tech / Mediasee 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
2025-10-15
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
CLIFTONLARSONALLEN LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $19K | — |
Advisor / Consultant
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| COMMONWEALTH FINANCIAL NETWORK | 04-2675571 | — | ADVISOR | $20K | — |
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $9K | — |
Failed / refused disclosures (Sched C Part 2)
| Provider | Nondisclosure info |
|---|---|
| — | — |
Investments
29 direct securities· $19.7M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Similar Party Par, or Maturity Value Cost ** Value * Fidelity Blue Chip Growth Fund Mutual Fund | — | — | — | $3.8M | 19.1% | |
| Fidelity OTC K Mutual Fund | — | — | — | $2.3M | 11.8% | |
| Fidelity 500 Index Mutual Fund | — | — | — | $1.7M | 8.5% | |
| Fidelity Freedom 2035 Fund Class K Mutual Fund | — | — | — | $1.3M | 6.5% | |
| Fidelity Freedom 2045 Fund Class K Mutual Fund | — | — | — | $965K | 4.9% | |
| JPM US Equity R6 Mutual Fund | — | — | — | $819K | 4.1% | |
| Fidelity Growth Strategies Fund Mutual Fund | — | — | — | $768K | 3.9% | |
| Fidelity International Discovery Fund Mutual Fund | — | — | — | $736K | 3.7% | |
| Fidelity US Bond Index Advantage Mutual Fund | — | — | — | $675K | 3.4% | |
| Fidelity Freedom 2030 Fund Class K Mutual Fund | — | — | — | $673K | 3.4% | |
| Fidelity Government Income Fund Mutual Fund | — | — | — | $632K | 3.2% | |
| Fidelity Government Money Market Money Market Fund | — | — | — | $624K | 3.2% | |
| Fidelity Freedom 2025 Fund Class K Mutual Fund | — | — | — | $608K | 3.1% | |
| Fidelity Freedom 2055 Fund Class K Mutual Fund | — | — | — | $602K | 3.0% | |
| Fidelity Asset Manager 50% Fund Mutual Fund | — | — | — | $526K | 2.7% | |
| Invesco Diversified Dividend Investor Fund Mutual Fund | — | — | — | $497K | 2.5% | |
| Fidelity International Index Mutual Fund | — | — | — | $494K | 2.5% | |
| Fidelity Freedom 2050 Fund Class K Mutual Fund | — | — | — | $485K | 2.5% | |
| Fidelity Extended Market Index Premium Mutual Fund | — | — | — | $388K | 2.0% | |
| Fidelity Small Cap Index Mutual Fund | — | — | — | $309K | 1.6% | |
| Fidelity Freedom 2040 Fund Class K Mutual Fund | — | — | — | $261K | 1.3% | |
| Participant Loans 4.25% - 9.50% | — | — | — | $204K | 1.0% | |
| MFS Value R3 Mutual Fund | — | — | — | $157K | 0.8% | |
| Fidelity Small Cap Value Fund Mutual Fund | — | — | — | $69K | 0.3% | |
| Fidelity Freedom 2060 Fund Class K Mutual Fund | — | — | — | $43K | 0.2% | |
| Fidelity Value Fund Mutual Fund | — | — | — | $42K | 0.2% | |
| Fidelity Low Priced Stock Fund Mutual Fund | — | — | — | $38K | 0.2% | |
| Fidelity Freedom Income Fund Class K Mutual Fund | — | — | — | $20K | 0.1% | |
| Fidelity Freedom 2065 Fund Class K Mutual Fund | — | — | — | $5K | <0.1% |
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