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Original filing (PDF)20251014050508NAL0001036003001
INTEGRATED POWER SERVICES
Form 5500
FILING_RECEIVED
INTEGRATED POWER SERVICES RETIREMENT SAVINGS PLAN
401(k) retirement plan
Active participants
1,990
Accounts w/ balance
2,184
Plan assets (EOY)
$138.1M
Net assets (EOY)
$138.1M
How this plan invests
This plan
2 pooled trusts
Schedule D
31 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
91
/ 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
65
Vendor stack
100
Participation health
100
Knocking points off
- 16 bps in Schedule C fees — 61% above peer band of 10 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for INTEGRATED POWER SERVICES.
Plan sponsor
Name
INTEGRATED POWER SERVICES
EIN
20-8918703
Address
250 EXECUTIVE CENTER DRIVE · SUITE 201 · GREENVILLE, SC · 29615
Phone
(864) 451-5606
Industry
Other Services (ex. Public Admin)see all
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
2025-10-14
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
FORVIS MAZARS, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $172K | — |
| ADP BROKER-DEALER | 22-3319984 | — | RECORD KEEPER | $0 | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| KESTRA ADVISORY SERVICES | 35-2552359 | — | INVESTMENT/FINANCIAL ADVI | $50K | — |
Investments
30 direct securities · 2 pooled funds· $135.2M(98% 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.
Registered Investment Companies
$132.7M
30 holdings
Common Collective Trust
$2.5M
2 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| TRP RETIREMENT 2030 I | Registered Investment Companies | — | — | $23.3M | 16.8% | |
| TRP RETIREMENT 2040 I | Registered Investment Companies | — | — | $13.8M | 10.0% | |
| TRP RETIREMENT 2035 I | Registered Investment Companies | — | — | $12.4M | 9.0% | |
| TRP RETIREMENT 2045 I | Registered Investment Companies | — | — | $11.5M | 8.3% | |
| TRP RETIREMENT 2025 I | Registered Investment Companies | — | — | $11.2M | 8.1% | |
| TRP RETIREMENT 2050 I | Registered Investment Companies | — | — | $10.3M | 7.5% | |
| TRP RETIREMENT 2055 I | Registered Investment Companies | — | — | $9.7M | 7.0% | |
| VANGUARD 500 INDEX FUND - ADM | Registered Investment Companies | — | — | $9.1M | 6.6% | |
| TRP RETIREMENT 2020 I | Registered Investment Companies | — | — | $6.9M | 5.0% | |
| FID LARGE CAP GROWTH INDEX | Registered Investment Companies | — | — | $5.0M | 3.6% | |
| METLIFE REL ST VAL 25053 - 0 RELIANCE TRUST COMPANY · EIN 46-6625485 / PN 001 | Common Collective Trust | — | — | $2.5M | 1.8% | |
| VANG TOT STK MKT IDX - ADMIRAL | Registered Investment Companies | — | — | $2.4M | 1.7% | |
| VANGUARD SMALL CAP INDEX ADMRL | Registered Investment Companies | — | — | $2.0M | 1.4% | |
| FIDELITY TOTAL BOND K6 FUND | Registered Investment Companies | — | — | $1.7M | 1.2% | |
| VANGUARD MID CAP INDEX - ADM | Registered Investment Companies | — | — | $1.4M | 1.0% | |
| MFS VALUE R6 | Registered Investment Companies | — | — | $1.2M | 0.9% | |
| COHEN & STEERS REAL EST SEC Z | Registered Investment Companies | — | — | $1.1M | 0.8% | |
| FIDELITY INTL CAPITAL APP | Registered Investment Companies | — | — | $1.0M | 0.7% | |
| VANGUARD TOT INTL STK IND ADM | Registered Investment Companies | — | — | $982K | 0.7% | |
| PUTNAM SM CAP GWTHR6 | Registered Investment Companies | — | — | $965K | 0.7% | |
| VICTORY ESTABLISHED VALUE R6 | Registered Investment Companies | — | — | $932K | 0.7% | |
| TRP RETIREMENT 2010 I | Registered Investment Companies | — | — | $919K | 0.7% | |
| MACQUARIE MID CAP GROWTH INST | Registered Investment Companies | — | — | $883K | 0.6% | |
| TRP RETIREMENT 2015 I | Registered Investment Companies | — | — | $861K | 0.6% | |
| BLACKROCK HIGH YIELD K | Registered Investment Companies | — | — | $758K | 0.5% | |
| AMER BEACON SMCP VAL R5 | Registered Investment Companies | — | — | $741K | 0.5% | |
| GQG PARTNERS EMG MKT EQ R6 | Registered Investment Companies | — | — | $563K | 0.4% | |
| TRP RETIREMENT BALANCED I | Registered Investment Companies | — | — | $373K | 0.3% | |
| INVESCO EQUITY AND INCOME R6 | Registered Investment Companies | — | — | $350K | 0.3% | |
| VANGUARD TREASURY MONEY MARKET | Registered Investment Companies | — | — | $277K | 0.2% | |
| VANGUARD TOT BND MKT IND- ADM | Registered Investment Companies | — | — | $74K | <0.1% | |
| STATE ST CASH SERIES US GOVT L STATE STREET BANK & TRUST CO · EIN 90-0337987 / PN 000 | Common Collective Trust | — | — | $0 | <0.1% |