How big is Industrial Economics Incorporated's plan?

Industrial Economics Incorporated's plan reported $71.2M in assets and 63 participants for 2024.

Original filing (PDF)20250929150926NAL0005103859001

Industrial Economics Incorporated

Name: Industrial Economics Incorporated — IEC Retirement, Form 5500 (2024)
Creator: Industrial Economics Incorporated
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

IEC Retirement Plan

Defined-contribution retirement plan · Industrial Economics Incorporated's IEC Retirement Plan held $71.2M in plan assets for 63 participants in 2024, with Fidelity as recordkeeper.

Signals · 2

High average account balanceSelf-directed brokerage offered

Active participants

Accounts w/ balance

122

Plan assets (EOY)

$71.2M

Net assets (EOY)

$71.2M

People on this filing

Kevin Brady signed Industrial Economics Incorporated's 2024 Form 5500 as plan administrator.

Kevin Brady — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Industrial Economics Incorporated's EIN is 04-2735625.

EIN 04-2735625

Plan number 001

Plan year 2024

ACK ID 20250929150926NAL0005103859001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Industrial Economics Incorporated from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Industrial Economics Incorporated's plan includes profit-sharing, ERISA 404(c) participant direction, a default investment (QDIA), a self-directed brokerage window.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for INDUSTRIAL ECONOMICS INCORPORATED.

Finding similar companies…

How this plan invests

This plan

1 pooled trust

Schedule D

38 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool.

Compliance & integrity

100

Total plan cost

Plan health

Vendor & structure

100

Helping the score

Below-peer total plan cost (98th percentile).
High average account balance (99th percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (92nd percentile).

Plan sponsor

Name

INDUSTRIAL ECONOMICS INCORPORATED

EIN

all filings

Address

2067 MASS AVE STE 4 · CAMBRIDGE, MA · 02140

Phone

(617) 354-0074

Industry

Professional & Technical Services

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

2025-09-29

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

2R · Participant-directed brokerage (SDBA)

Audit & trust (Schedule H)

Auditor

GRAY, GRAY, & GRAY, LLP

Service providers (Schedule C)

1 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
FIDELITY INVESTMENTS INSTITUTIONAL	04-2647786	—	RECORDKEEPER	-$7K	—

Investments

38 direct securities · 1 pooled fund· $71.2M(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.

Mutual Funds

$38.0M

27 holdings

Common Collective Trusts

$25.7M

5 holdings

Other securities

$4.1M

4 holdings

Self-Directed Brokerage

$3.4M

1 holding

Stable Value

$32K

1 holding

Common Collective Trust

$32K

1 holding

					% of plan
Fidelity Investments 500 Index Fund	Common Collective Trusts	—	—	$13.7M	19.2%
Fidelity Investments Freedom Index 2040 IPR	Mutual Funds	—	—	$7.0M	9.8%
Fidelity Investments Contrafund K6	Mutual Funds	—	—	$5.0M	7.0%
Fidelity Investments Mid Cap Index Fund	Common Collective Trusts	—	—	$4.5M	6.3%
Fidelity Investments Treasury Only Money Market Fund	Mutual Funds	—	—	$4.1M	5.8%
Fidelity Investments International Index Fund	Common Collective Trusts	—	—	$3.4M	4.8%
Self Directed Brokerage Accounts Brokerage accounts	Self-Directed Brokerage	—	—	$3.4M	4.8%
Fidelity Investments Freedom Index 2050 IPR	Mutual Funds	—	—	$3.2M	4.4%
Fidelity Investments Small Cap Index Fund	Common Collective Trusts	—	—	$2.8M	3.9%
American Century American Century Equity Income Fund R6 Class	Other securities	—	—	$2.7M	3.8%
Fidelity Investments Freedom Index 2045 IPR	Mutual Funds	—	—	$2.2M	3.2%
Fidelity Investments Puritan Fund Class K	Mutual Funds	—	—	$2.1M	2.9%
PIMCO Real Return Fund	Mutual Funds	—	—	$2.0M	2.8%
Fidelity Investments Freedom Index 2030 IPR	Mutual Funds	—	—	$1.6M	2.2%
Fidelity Investments Freedom Index 2020 IPR	Mutual Funds	—	—	$1.5M	2.2%
Fidelity Investments U.S. Bond Index Fund	Common Collective Trusts	—	—	$1.3M	1.8%
Fidelity Investments Freedom Index 2055 IPR	Mutual Funds	—	—	$1.2M	1.6%
PIMCO Total Return Fund	Mutual Funds	—	—	$1.1M	1.5%
Fidelity Investments High Income Fund	Mutual Funds	—	—	$1.1M	1.5%
Fidelity Investments Freedom Index 2010 IPR	Mutual Funds	—	—	$941K	1.3%
Thornburg International Equity Fund Class R5	Other securities	—	—	$900K	1.3%
Fidelity Investments Government Income Fund	Mutual Funds	—	—	$717K	1.0%
Fidelity Investments Freedom Index 2015 IPR	Mutual Funds	—	—	$659K	0.9%
Fidelity Investments Government Money Market Fund	Mutual Funds	—	—	$603K	0.8%
Fidelity Investments Freedom Index 2035 IPR	Mutual Funds	—	—	$496K	0.7%
Fidelity Investments Freedom Index 2060 IPR	Mutual Funds	—	—	$494K	0.7%
Columbia Acorn	Other securities	—	—	$414K	0.6%
DFA International Small Company Portfolio Institutional Class	Mutual Funds	—	—	$413K	0.6%
DFA US Vector Eq I	Mutual Funds	—	—	$378K	0.5%
MFS International Intrinsic Value Fund Class R6	Mutual Funds	—	—	$346K	0.5%
Invesco Developing Markets Fund Class R6	Mutual Funds	—	—	$291K	0.4%
Janus Henderson Triton Janus Henderson Triton Fund Class N	Mutual Funds	—	—	$291K	0.4%
DFA US Target Value I	Mutual Funds	—	—	$147K	0.2%
Fidelity Investments Freedom Index 2025 IPR	Mutual Funds	—	—	$128K	0.2%
maturing through 2028 -	Other securities	—	—	$65K	<0.1%
Fidelity Investments Freedom Index 2065 IPR	Mutual Funds	—	—	$34K	<0.1%
Invesco Stable Value Trust Class A1	Stable Value	—	—	$32K	<0.1%
INVESCO STBL VAL A1 INVESCO TRUST COMPANY · EIN 84-1142974 / PN 001	Common Collective Trust	—	—	$32K	<0.1%
Fidelity Investments Freedom Index Income IPR	Mutual Funds	—	—	$18K	<0.1%