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Original filing (PDF)20251009153300NAL0007220353001
IONBOND LLC
Form 5500
FILING_RECEIVED
IONBOND LLC SAVINGS INCENTIVE PLAN
401(k) retirement plan
Active participants
208
Accounts w/ balance
283
Plan assets (EOY)
$15.8M
Net assets (EOY)
$15.8M
How this plan invests
This plan
1 pooled trust
Schedule D
27 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
95
/ 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
80
Vendor stack
100
Participation health
100
Knocking points off
- 41 bps in Schedule C fees — modestly above peer band of 29 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for IONBOND LLC.
Plan sponsor
Name
IONBOND LLC
EIN
22-3322481
Address
1823 EAST WHITCOMB AVE · MADISON HEIGHTS, MI · 48071
Phone
(216) 831-0880
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
2025-10-09
Pension benefit codes
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)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
KRUGGEL, LAWTON & COMPANY, LLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TRANSAMERICA RETIREMENT SOLUTIONS | 13-3689044 | — | RECORDKEEPER | $14K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MERCER INVESTMENT, LLC | 30-0282430 | — | INVESTMENT ADVISOR | $50K | — |
Broker
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NATIONAL FINANCIAL SERVICES | 04-3523567 | — | SECURITIES BROKER | $0 | — |
Investments
25 direct securities · 1 pooled fund· $19.0M(100% 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.
Uncategorized
$15.8M
25 holdings
Common Collective Trust
$3.2M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Transamerica Stable Pooled Fund # | — | — | — | $3.2M | 20.2% | |
| TRANSAMERICA RET SOLUTIONS CT TRANSAMERICA RET SOLUTIONS CORP · EIN 04-6784256 / PN 001 | Common Collective Trust | — | — | $3.2M | 20.2% | |
| American Funds American Fds Gr Fd of America R4 | — | — | — | $2.0M | 12.7% | |
| Vanguard 500 Index Fund # | — | — | — | $1.3M | 8.2% | |
| T. Rowe Price Equity Income Adv Fund # | — | — | — | $1.0M | 6.3% | |
| Fidelity Freedom 2035 Fund # | — | — | — | $938K | 5.9% | |
| Fidelity Freedom 2025 Fund # | — | — | — | $899K | 5.7% | |
| Fidelity Freedom 2040 Fund # | — | — | — | $711K | 4.5% | |
| Eaton Vance Atlanta Capital SMID-Cap A Fund # | — | — | — | $700K | 4.4% | |
| Goldman Sachs Small Cap Value Institutional Fund # | — | — | — | $617K | 3.9% | |
| American Funds EuroPacific Growth R4 Fund # | — | — | — | $590K | 3.7% | |
| T. Rowe Price New Horizons Fund # | — | — | — | $521K | 3.3% | |
| Fidelity Freedom 2050 Fund # | — | — | — | $504K | 3.2% | |
| Fidelity Freedom 2030 Fund # | — | — | — | $491K | 3.1% | |
| Fidelity Freedom 2055 Fund # | — | — | — | $473K | 3.0% | |
| Participants Notes Receivable with interest rates of 5.25% to 10.50% | — | — | — | $340K | 2.1% | |
| Transamerica Mid Cap Value Opportunities R Fund # | — | — | — | $322K | 2.0% | |
| PIMCO Total Return Admin Fund # | — | — | — | $299K | 1.9% | |
| Fidelity Freedom 2045 Fund # | — | — | — | $298K | 1.9% | |
| Fidelity Freedom 2060 Fund # | — | — | — | $203K | 1.3% | |
| Fidelity Freedom 2020 Fund # | — | — | — | $129K | 0.8% | |
| Lazard Emerging Markets Equity Inst Fund # | — | — | — | $123K | 0.8% | |
| State Street Bank and Trust * Company Cash Reserve Account # | — | — | — | $81K | 0.5% | |
| Fidelity Freedom 2015 Fund # | — | — | — | $43K | 0.3% | |
| Fidelity Freedom Income Fund # | — | — | — | $32K | 0.2% | |
| Fidelity Freedom 2010 Fund # | — | — | — | $19K | 0.1% |
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