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Original filing (PDF)20251006093819NAL0008928114001
IMSAR LLC
Form 5500
FILING_RECEIVED
IMSAR LLC 401(K) PROFIT SHARING PLAN & TRUST
401(k) retirement plan
Active participants
113
Accounts w/ balance
123
Plan assets (EOY)
$8.6M
Net assets (EOY)
$8.6M
How this plan invests
This plan
31 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
Helping the score
- Below-peer total fees (28 bps vs 52 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for IMSAR LLC.
Plan sponsor
Name
IMSAR LLC
EIN
20-1852461
Address
940 S 2000 W STE 140 · SPRINGVILLE, UT · 846633198
Phone
(801) 798-8440
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
2025-10-06
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)
Audit & trust (Schedule H)
Auditor
LARSON & COMPANY PC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PAYCHEX, INC. | 16-1124166 | ROCHESTER, NY | RECORDKEEPER | $24K | — |
Investments
31 direct securities· $8.6M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| American Funds American Funds 2050 Target Date Retirement | — | — | — | $1.1M | 13.1% | |
| Vanguard 500 Index Fund Admiral Shares | — | — | — | $1.1M | 13.0% | |
| American Funds American Funds 2040 Target Date Retirement | — | — | — | $1.1M | 13.0% | |
| Vanguard Mid-Cap Growth Index Fund Admiral | — | — | — | $638K | 7.4% | |
| MFS Global Opportunistic Bond Fund Class R6 13 Nuveen Lifecycle Index Retirement Income Fund | — | — | — | $628K | 7.3% | |
| American Funds American Funds 2025 Target Date Retirement | — | — | — | $524K | 6.1% | |
| American Funds American Funds 2030 Target Date Retirement | — | — | — | $343K | 4.0% | |
| American Funds American Funds 2055 Target Date Retirement | — | — | — | $318K | 3.7% | |
| American Funds American Funds 2045 Target Date Retirement | — | — | — | $274K | 3.2% | |
| Fidelity 500 Index Fund | — | — | — | $238K | 2.8% | |
| Fidelity International Index Fund | — | — | — | $220K | 2.6% | |
| Vanguard Small Cap Index Fund Admiral Shares | — | — | — | $204K | 2.4% | |
| American Funds American Funds 2035 Target Date Retirement | — | — | — | $191K | 2.2% | |
| Vanguard Emerging Markets Stock Index Fund | — | — | — | $187K | 2.2% | |
| Fidelity Mid Cap Index Fund | — | — | — | $175K | 2.0% | |
| Vanguard Small-Cap Growth Index Fund Admiral | — | — | — | $173K | 2.0% | |
| American Funds American Funds 2065 Target Date Retirement | — | — | — | $165K | 1.9% | |
| Vanguard Small Cap Value Index Fund Admiral | — | — | — | $152K | 1.8% | |
| Schwab Fundamental U.S. Large Company Index | — | — | — | $128K | 1.5% | |
| Vanguard Federal Money Market Fund Investor | — | — | — | $121K | 1.4% | |
| Vanguard Real Estate Index Fund Admiral Shares | — | — | — | $120K | 1.4% | |
| American Funds American Funds American High-Income Trust 17 Fidelity U.S. Bond Index Fund | — | — | — | $109K | 1.3% | |
| Fidelity Large Cap Growth Index Fund | — | — | — | $109K | 1.3% | |
| American Funds American Funds 2060 Target Date Retirement | — | — | — | $84K | 1.0% | |
| Vanguard Mid-Cap Value Index Fund Admiral | — | — | — | $76K | 0.9% | |
| American Funds American Funds New World Fund Class R-6 | — | — | — | $13K | 0.1% | |
| American Funds American Funds 2015 Target Date Retirement | — | — | — | $12K | 0.1% | |
| MFS Mid Cap Growth Fund Class R6 | — | — | — | $8K | <0.1% | |
| Fidelity Real Estate Index Fund | — | — | — | $4K | <0.1% | |
| American Funds American Funds 2020 Target Date Retirement | — | — | — | $2K | <0.1% | |
| American Funds American Funds Inflation Linked Bond Fund Class | — | — | — | $2K | <0.1% |
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