Back to filter
Original filing (PDF)20251014050507NAL0002132305001
INTEGRATED POWER SERVICES
Form 5500
FILING_RECEIVED
IPS BARGAINING 401(K) PLAN
401(k) retirement plan
Active participants
172
Accounts w/ balance
178
Plan assets (EOY)
$9.9M
Net assets (EOY)
$9.9M
How this plan invests
This plan
1 pooled trust
Schedule D
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 (20 bps vs 52 bps peer median).
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
004
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
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 | $13K | — |
| 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 | $7K | — |
Investments
30 direct securities · 1 pooled fund· $9.7M(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
$8.4M
30 holdings
Common Collective Trust
$1.3M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| TRP RETIREMENT 2040 I | Registered Investment Companies | — | — | $2.2M | 22.1% | |
| TRP RETIREMENT 2030 I | Registered Investment Companies | — | — | $2.1M | 20.7% | |
| METLIFE REL ST VAL 25053 - 0 RELIANCE TRUST COMPANY · EIN 46-6625485 / PN 001 | Common Collective Trust | — | — | $1.3M | 12.7% | |
| TRP RETIREMENT 2020 I | Registered Investment Companies | — | — | $689K | 7.0% | |
| TRP RETIREMENT 2035 I | Registered Investment Companies | — | — | $590K | 6.0% | |
| FID LARGE CAP GROWTH INDEX | Registered Investment Companies | — | — | $425K | 4.3% | |
| TRP RETIREMENT 2055 I | Registered Investment Companies | — | — | $425K | 4.3% | |
| TRP RETIREMENT 2050 I | Registered Investment Companies | — | — | $359K | 3.6% | |
| TRP RETIREMENT 2010 I | Registered Investment Companies | — | — | $302K | 3.1% | |
| VANGUARD 500 INDEX FUND - ADM | Registered Investment Companies | — | — | $217K | 2.2% | |
| VANGUARD SMALL CAP INDEX ADMRL | Registered Investment Companies | — | — | $168K | 1.7% | |
| TRP RETIREMENT 2045 I | Registered Investment Companies | — | — | $155K | 1.6% | |
| TRP RETIREMENT 2025 I | Registered Investment Companies | — | — | $140K | 1.4% | |
| FIDELITY TOTAL BOND K6 FUND | Registered Investment Companies | — | — | $88K | 0.9% | |
| COHEN & STEERS REAL EST SEC Z | Registered Investment Companies | — | — | $82K | 0.8% | |
| MACQUARIE MID CAP GROWTH INST | Registered Investment Companies | — | — | $81K | 0.8% | |
| PUTNAM SM CAP GWTHR6 | Registered Investment Companies | — | — | $79K | 0.8% | |
| VICTORY ESTABLISHED VALUE R6 | Registered Investment Companies | — | — | $74K | 0.7% | |
| VANGUARD MID CAP INDEX - ADM | Registered Investment Companies | — | — | $71K | 0.7% | |
| FIDELITY INTL CAPITAL APP | Registered Investment Companies | — | — | $51K | 0.5% | |
| VANG TOT STK MKT IDX - ADMIRAL | Registered Investment Companies | — | — | $36K | 0.4% | |
| AMER BEACON SMCP VAL R5 | Registered Investment Companies | — | — | $35K | 0.4% | |
| GQG PARTNERS EMG MKT EQ R6 | Registered Investment Companies | — | — | $29K | 0.3% | |
| BLACKROCK HIGH YIELD K | Registered Investment Companies | — | — | $19K | 0.2% | |
| MFS VALUE R6 | Registered Investment Companies | — | — | $15K | 0.2% | |
| INVESCO EQUITY AND INCOME R6 | Registered Investment Companies | — | — | $15K | 0.2% | |
| TRP RETIREMENT 2015 I | Registered Investment Companies | — | — | $11K | 0.1% | |
| VANGUARD TOT INTL STK IND ADM | Registered Investment Companies | — | — | $4K | <0.1% | |
| VANGUARD TOT BND MKT IND- ADM | Registered Investment Companies | — | — | $3K | <0.1% | |
| VANGUARD TREASURY MONEY MARKET | Registered Investment Companies | — | — | $1K | <0.1% | |
| TRP RETIREMENT BALANCED I | Registered Investment Companies | — | — | $1K | <0.1% |