How big is Industrial Economics Incorporated's plan?

Industrial Economics Incorporated's plan reported $11.8M in assets and 133 participants for 2024.

Original filing (PDF)20250929151126NAL0005105059001

Industrial Economics Incorporated

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

Form 5500

FILING_RECEIVED

IEC Employee Savings Plan

401(k) retirement plan · Industrial Economics Incorporated's IEC Employee Savings Plan held $11.8M in plan assets for 133 participants in 2024, with Fidelity as recordkeeper.

Active participants

133

Accounts w/ balance

158

Plan assets (EOY)

$11.8M

Net assets (EOY)

$11.8M

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 002

Plan year 2024

ACK ID 20250929151126NAL0005105059001

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 a 401(k) feature, a default investment (QDIA), ERISA 404(c) participant direction.

Decision-maker contacts

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

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How this plan invests

This plan

1 pooled trust

Schedule D

34 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

Knocking points off

Bottom-decile employer contributions per participant (3rd 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

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-09-29

Pension benefit codes

2G · Total participant-directed accounts

2J · 401(k) feature

2T · Default investment account (QDIA)

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

2F · ERISA section 404(c)

Audit & trust (Schedule H)

Auditor

GRAY, GRAY, & GRAY LLP

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

1 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
FIDELITY INVESTMENTS INSTITUTIONAL	04-2647786	—	RECORDKEEPER	$9K	—

Investments

34 direct securities · 1 pooled fund· $11.0M(94% 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

$8.2M

25 holdings

Common Collective Trusts

$2.3M

2 holdings

Other securities

$484K

6 holdings

Stable Value

$10K

1 holding

Common Collective Trust

$10K

1 holding

					% of plan
Fidelity Investments 500 Index Inst	Common Collective Trusts	—	—	$1.7M	14.7%
Fidelity Investments Freedom Index 2050 IPR	Mutual Funds	—	—	$1.1M	9.4%
Fidelity Investments Contrafund K6	Mutual Funds	—	—	$1.0M	8.8%
Fidelity Investments Freedom Index 2055 IPR	Mutual Funds	—	—	$751K	6.4%
Fidelity Investments Freedom Index 2035 IPR	Mutual Funds	—	—	$721K	6.1%
Fidelity Investments Freedom Index 2010 IPR	Mutual Funds	—	—	$714K	6.1%
Fidelity Investments Freedom Index 2060 IPR	Mutual Funds	—	—	$647K	5.5%
Fidelity Investments Freedom Index 2045 IPR	Mutual Funds	—	—	$601K	5.1%
Fidelity Investments U.S. Bond Index Fund Investor Class	Common Collective Trusts	—	—	$589K	5.0%
Dimensional Fund Advisors DFA US Vector Eq I	Mutual Funds	—	—	$418K	3.6%
Fidelity Investments Mid Cap Index Investor Fund	Mutual Funds	—	—	$378K	3.2%
Fidelity Investments Treasury Retirement Money Market	Mutual Funds	—	—	$280K	2.4%
Fidelity Investments Freedom Index 2030 IPR	Mutual Funds	—	—	$263K	2.2%
Fidelity Investments Small Cap Index Investor Fund	Mutual Funds	—	—	$243K	2.1%
Fidelity Investments Freedom Index 2065 IPR	Mutual Funds	—	—	$231K	2.0%
Thornburg International Value R5	Other securities	—	—	$166K	1.4%
ClearBridge Mid Cap Fund	Other securities	—	—	$143K	1.2%
PIMCO Total Return Inst	Mutual Funds	—	—	$142K	1.2%
Fidelity Investments International Index	Mutual Funds	—	—	$115K	1.0%
Janus Triton N	Mutual Funds	—	—	$98K	0.8%
MFS International Value R6	Mutual Funds	—	—	$97K	0.8%
American Century Small Cap Value R6	Other securities	—	—	$91K	0.8%
Invesco Developing Markets Fund R6	Mutual Funds	—	—	$89K	0.8%
PIMCO RAE US	Mutual Funds	—	—	$80K	0.7%
Fidelity Investments Freedom Index 2015 IPR	Mutual Funds	—	—	$75K	0.6%
Fidelity Investments Puritan K	Mutual Funds	—	—	$38K	0.3%
MFS International Intrinsic Value Fund Class R6	Mutual Funds	—	—	$31K	0.3%
RBC Emerging Markets Equity Fund Class R6	Other securities	—	—	$31K	0.3%
PGIM High Yield Fund- Class R6	Other securities	—	—	$28K	0.2%
Fidelity Investments Freedom Index 2020 IPR	Mutual Funds	—	—	$27K	0.2%
American Century American Century Equity Income R6	Other securities	—	—	$25K	0.2%
PIMCO Real Return	Mutual Funds	—	—	$22K	0.2%
Invesco Stable Value Trust Class A1	Stable Value	—	—	$10K	<0.1%
INVESCO STBL VAL A1 INVESCO TRUST COMPANY · EIN 84-1142974 / PN 001	Common Collective Trust	—	—	$10K	<0.1%
Fidelity Investments Government Income ** 729 * Fidelity Investments Freedom Index 2025 IPR ** 353 * Fidelity Investments Freedom Index Income IPR ** 59 * Participant loans Interest of 4.25% maturing through 2026 -	Mutual Funds	—	—	$5K	<0.1%