Original filing (PDF)20251006135843NAL0001906755001

INDUSTRIAL AIR FLOW DYNAMICS, INC.

Name: INDUSTRIAL AIR FLOW DYNAMICS, INC. — INDUSTRIAL AIR FLOW DYNAMICS, INC. 401(K) PLAN, Form 5500 (2024)
Creator: INDUSTRIAL AIR FLOW DYNAMICS, INC.

Form 5500

FILING_RECEIVED

INDUSTRIAL AIR FLOW DYNAMICS, INC. 401(K) PLAN

401(k) retirement plan

Signals · 2

Possibly inadequate fidelity bond28% in single holding

Active participants

263

Accounts w/ balance

238

Plan assets (EOY)

$3.4M

Net assets (EOY)

$3.4M

How this plan invests

This plan

2 pooled trusts

Schedule D

28 securities

funds · stocks · CUSIPs

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

Plan health score

/ 100

Grade C

Average plan with room to improve

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

Total plan cost

Plan health

Vendor & structure

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for INDUSTRIAL AIR FLOW DYNAMICS, INC..

Plan sponsor

Name

INDUSTRIAL AIR FLOW DYNAMICS, INC.

EIN

06-1620208

Address

11200 FOSTORIA ROAD · CLEVELAND, TX · 77328

Phone

(281) 317-2900

Industry

Other Services (ex. Public Admin)see 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

2025-10-06

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)

2X · Other multiple-employer DC plan

Service providers (Schedule C)

4 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
EMPOWER ANNUITY INSURANCE COMPANY	—	GREENWOOD VILLAGE, CO	RECORDKEEPER	$4K	—
EMPOWER ADVISORY GROUP, LLC	—	GREENWOOD VILLAGE, CO	INVESTMENT MGMT	$142	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp

Investments

28 direct securities · 2 pooled funds· $3.4M(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.

Other securities

$3.3M

28 holdings

Common Collective Trust

$94K

2 holdings

					% of plan
State Street Target Retirement 2050 K Mutual Fund	Other securities	—	—	$953K	28.3%
State Street Target Retirement 2030 K Mutual Fund	Other securities	—	—	$874K	25.9%
State Street Target Retirement 2045 K Mutual Fund	Other securities	—	—	$282K	8.4%
State Street Target Retirement 2020 K Mutual Fund	Other securities	—	—	$216K	6.4%
State Street Target Retirement 2055 K Mutual Fund	Other securities	—	—	$177K	5.3%
State Street Target Retirement 2040 K Mutual Fund	Other securities	—	—	$139K	4.1%
PGIM Jennison Utility R6 Mutual Fund	Other securities	—	—	$98K	2.9%
State Street Target Retirement 2060 K Mutual Fund	Other securities	—	—	$94K	2.8%
State Street Target Retirement 2065 K Mutual Fund	Other securities	—	—	$82K	2.4%
State Street Target Retirement 2035 K Mutual Fund	Other securities	—	—	$70K	2.1%
SSGA S&P 500 INDEX NL SER N STATE STREET GLOBAL ADVISORS COLLECTIVE TRUSTS · EIN 90-0337987 / PN 306	Common Collective Trust	—	—	$51K	1.5%
Fidelity Advisor Growth Opps Z Mutual Fund	Other securities	—	—	$46K	1.4%
STATE ST GBL ALLCP EQ EX-US IDX SL STATE STREET GLOBAL ADVISORS COLLECTIVE TRUSTS · EIN 90-0337987 / PN 000	Common Collective Trust	—	—	$43K	1.3%
Pimco Rae Us Small Instl Mutual Fund	Other securities	—	—	$40K	1.2%
AB Small Cap Growth Z Mutual Fund	Other securities	—	—	$34K	1.0%
Victory Integrity Mid-Cap Value R6 Mutual Fund	Other securities	—	—	$34K	1.0%
State Street Small/Mid Cap Equity Idx K Mutual Fund	Other securities	—	—	$28K	0.8%
State Street Target Retirement 2025 K Mutual Fund	Other securities	—	—	$25K	0.7%
Fidelity Advisor International Growth Z Mutual Fund	Other securities	—	—	$22K	0.7%
Putnam Large Cap Value R6 Mutual Fund	Other securities	—	—	$19K	0.6%
Pimco Real Estate Real Return Strategy I Mutual Fund	Other securities	—	—	$16K	0.5%
Federated Hermes Instl High Yield Bd R6 Mutual Fund	Other securities	—	—	$9K	0.3%
American Century Sustainable Equity R6 Mutual Fund	Other securities	—	—	$4K	0.1%
American Funds New World R6 Mutual Fund	Other securities	—	—	$4K	0.1%
Janus Henderson Global Tech Innovation N Mutual Fund	Other securities	—	—	$2K	<0.1%
JP Morgan Mid Cap Growth R6 Mutual Fund	Other securities	—	—	$2K	<0.1%
Allspring Real Return R6 Mutual Fund	Other securities	—	—	$2K	<0.1%
Invesco Main Street Small Cap R6 Mutual Fund	Other securities	—	—	$2K	<0.1%
State Street Aggregate Bond Index K Mutual Fund	Other securities	—	—	$1K	<0.1%
T Rowe Price Global Allocation I Mutual Fund	Other securities	—	—	$1K	<0.1%