Back to filter
Original filing (PDF)20250625043600NAL0004517155001
INSULATION TECHNOLOGY SYSTEMS, LLC
Form 5500-SF
FILING_RECEIVED
INSULATION TECHNOLOGY SYSTEMS, LLC 401(K) PROFIT SHARING PLAN
401(k) retirement plan
Active participants
14
Accounts w/ balance
14
Plan assets (EOY)
$2.2M
Net assets (EOY)
$2.2M
Plan health score (directional)
89
/ 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
75
Total plan cost
75
Vendor stack
100
Participation health
100
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for INSULATION TECHNOLOGY SYSTEMS, LLC.
Plan sponsor
Name
INSULATION TECHNOLOGY SYSTEMS, LLC
EIN
20-8410695
Address
36 LOCUST STREET · HAVERHILL, MA · 01830
Phone
(978) 373-8220
Industry
Plumbing, Heating, AC Contractors· Constructionsee 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
2025-06-25
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
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
Service providers (Schedule C)
Small plans don't disclose service providersRelated plans
Similar-size Plumbing, Heating, AC Contractors plans
FLETCHER SEWER & DRAIN, INC.
FLETCHER SEWER & DRAIN, INC. 401(K) PLAN
$2.2M · 18 participants
TEXAIR COMPANY, INC.
TEXAIR COMPANY, INC. 401(K) PLAN
$2.2M · 68 participants
JCC CONSTRUCTION CORP.
JCC CONSTRUCTION CORP. DEFINED BENEFIT PENSION PLAN
$2.2M · 3 participants
MECHANICAL OPTIMIZERS, LLC
MECHANICAL OPTIMIZERS, LLC 401(K) PLAN
$2.2M · 61 participants
ASHLAR MECHANICAL CORPORATION
ASHLAR MECHANICAL CORPORATION CASH BALANCE PLAN
$2.2M
CENTRAL PENN PLUMBING SERVICES, INC
CENTRAL PENN PLUMBING 401(K) PLAN
$2.2M · 40 participants
Large plans in Massachusetts
FIDELITY MANAGEMENT TRUST COMPANY
FIDELITY GROWTH COMPANY COMMINGLED POOL
$91.5B
STATE STREET GLOBAL ADVISORS TRUST COMPANY
STATE STREET S&P 500(R) INDEX NON-LENDING SERIES FUND CLASS A
$91.0B
FIDELITY MANAGEMENT TRUST COMPANY
FIDELITY CONTRAFUND COMMINGLED POOL
$59.7B
STATE STREET GLOBAL ADVISORS TRUST COMPANY
STATE STREET S&P 500(R) INDEX SECURITIES LENDING SERIES FUND CLASS I
$53.6B
GEODE CAPITAL MANAGEMENT TRUST COMPANY, LLC
SPARTAN GROUP TRUST FOR EMPLOYEE BENEFIT PLANS SPARTAN 500 INDEX POOL
$47.6B
STATE STREET GLOBAL ADVISORS TRUST COMPANY
STATE STREET S&P 500(R) INDEX SECURITIES LENDING SERIES FUND CLASS II
$46.7B
