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Original filing (PDF)20251014105058NAL0005544338001
INTEGRATED LINER TECHNOLOGIES
Form 5500
FILING_RECEIVED
INTEGRATED LINER TECHNOLOGIES 401(K) PROFIT SHARING PLAN & TRUST
401(k) retirement plan
Active participants
108
Accounts w/ balance
118
Plan assets (EOY)
$15.0M
Net assets (EOY)
$15.0M
How this plan invests
This plan
25 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 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
100
Vendor stack
100
Participation health
100
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for INTEGRATED LINER TECHNOLOGIES.
Plan sponsor
Name
INTEGRATED LINER TECHNOLOGIES
EIN
14-1764170
Address
45 DISCOVERY DR · RENSSELAER, NY · 121443466
Phone
(518) 432-0617
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
2025-10-14
Pension benefit codes
2A · Age/service weighted or new comparability
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)
Audit & trust (Schedule H)
Auditor
BONADIO & CO., LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PAYCHEX, INC. | 16-1124166 | ROCHESTER, NY | RECORDKEEPER | $14K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MERRILL LYNCH, PIERCE, FENNER | 13-5674085 | NEW YORK, NY | INVESTMENT ADVISORY PLAN | $23K | — |
Investments
25 direct securities· $15.0M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| American Funds The Growth Fund of America Class R-6 Mutual fund | — | — | — | $2.7M | 18.3% | |
| American Funds American Balanced Fund Class R-6 Mutual fund | — | — | — | $2.4M | 16.1% | |
| American Funds 2040 Target Date Retirement Fund Class R-6 Mutual fund | — | — | — | $1.6M | 10.4% | |
| Parmassus Core Equity Fund - Institutional Shares Mutual fund | — | — | — | $1.4M | 9.6% | |
| JPMorgan Large Cap Growth Fund Class R6 Mutual fund | — | — | — | $1.3M | 8.8% | |
| American Funds Investment Company of America Class R-6 Mutual fund | — | — | — | $1.2M | 8.1% | |
| Fidelity Advisor Government Income Fund - Class Z Mutual fund | — | — | — | $901K | 6.0% | |
| American Funds Washington Mutual Investors Fund Class R-6 Mutual fund | — | — | — | $862K | 5.7% | |
| Principal MidCap Growth Fund III Institutional Class Mutual fund | — | — | — | $692K | 4.6% | |
| Fidelity Advisor Small cap Fund - Class Z Mutual fund | — | — | — | $683K | 4.6% | |
| various dates through May 2029 - | — | — | — | $376K | 2.5% | |
| American Funds Small Cap World Fund Class R-6 Mutual fund | — | — | — | $182K | 1.2% | |
| BlackRock High Yield Portfolio Fund Class K Mutual fund | — | — | — | $165K | 1.1% | |
| American Funds 2030 Target Date Retirement Fund Class R-6 Mutual fund | — | — | — | $104K | 0.7% | |
| Invesco Corporate Bond Fund Class R6 Mutual fund | — | — | — | $93K | 0.6% | |
| Carillon Scout Mid Cap Fund Class R-6 Mutual fund | — | — | — | $72K | 0.5% | |
| American Funds 2050 Target Date Retirement Fund Class R-6 Mutual fund | — | — | — | $65K | 0.4% | |
| BlackRock Liquidity Funds T-Fund Premier Shares Mutual fund | — | — | — | $26K | 0.2% | |
| MFS International Growth Fund Class R6 Mutual fund | — | — | — | $14K | <0.1% | |
| American Funds 2045 Target Date Retirement Fund Class R-6 Mutual fund | — | — | — | $11K | <0.1% | |
| American Funds 2060 Target Date Retirement Fund Class R-6 Mutual fund | — | — | — | $11K | <0.1% | |
| American Funds 2035 Target Date Retirement Fund Class R-6 Mutual fund | — | — | — | $8K | <0.1% | |
| American Funds 2055 Target Date Retirement Fund Class R-6 Mutual fund | — | — | — | $6K | <0.1% | |
| American Funds 2065 Target Date Retirement Fund Class R-6 Mutual fund | — | — | — | $4K | <0.1% | |
| Fidelity Advisor Real Estate Income Z Mutual fund | — | — | — | $2K | <0.1% |