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Original filing (PDF)20251015135026NAL0009566034001
IPS- INTEGRATED PROJECT SERVICES, LLC
Form 5500
FILING_RECEIVED
IPS & AFFILIATES 401(K) PLAN
401(k) retirement plan
Active participants
1,440
Accounts w/ balance
1,843
Plan assets (EOY)
$188.5M
Net assets (EOY)
$188.5M
How this plan invests
This plan
2 pooled trusts
Schedule D
29 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
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for IPS- INTEGRATED PROJECT SERVICES, LLC.
Plan sponsor
Name
IPS- INTEGRATED PROJECT SERVICES, LLC
EIN
23-2561581
Address
721 ARBOR WAY · SUITE 100 · BLUE BELL, PA · 19422
Phone
(610) 828-4090
Industry
Engineering Services· Professional & Technical Servicessee 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
2025-10-15
Pension benefit codes
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)
3H · Sponsor in controlled / affiliated group
2E · Profit-sharing
Audit & trust (Schedule H)
Auditor
RSM US LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $139K | — |
Advisor / Consultant
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $43K | — |
| MMA SECURITIES | 22-3570392 | — | ADVISOR | $30K | — |
Investments
29 direct securities · 2 pooled funds· $193.8M(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
$187.9M
29 holdings
Common Collective Trust
$5.9M
2 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity 500 Index | — | — | — | $30.1M | 16.0% | |
| Vanguard Target Retirement 2040 Fund Investor Shares | — | — | — | $24.7M | 13.1% | |
| Vanguard Target Retirement 2050 Fund Investor Shares | — | — | — | $22.0M | 11.7% | |
| Vanguard Target Retirement 2030 Fund Investor Shares | — | — | — | $18.5M | 9.8% | |
| JP Morgan JP Morgan Large Cap Growth Fund Class R6 | — | — | — | $13.9M | 7.4% | |
| Vanguard Target Retirement 2020 Fund Investor Shares | — | — | — | $11.3M | 6.0% | |
| Columbia Dividend Income Fund I3 | — | — | — | $7.2M | 3.8% | |
| MassMutual Select Mid Cap Growth 1 | — | — | — | $5.9M | 3.1% | |
| Federated investors Federated Capital Preservation Fund | — | — | — | $5.9M | 3.1% | |
| FH CAP PRESRVN IP FEDERATED INVESTORS TRUST COMPANY · EIN 22-2712853 / PN 001 | Common Collective Trust | — | — | $5.9M | 3.1% | |
| Vanguard Small-Cap Value Index Fund Admiral Shares | — | — | — | $5.3M | 2.8% | |
| Vanguard Target Retirement 2060 Fund Investor Shares | — | — | — | $4.5M | 2.4% | |
| American Funds American Funds New Economy R6 | — | — | — | $4.2M | 2.2% | |
| Fidelity Total Bond K6 Fund | — | — | — | $4.2M | 2.2% | |
| Fidelity Mid Cap Index Fund | — | — | — | $3.9M | 2.1% | |
| Vanguard Total International Stock Index Fund | — | — | — | $3.9M | 2.1% | |
| John Hancock John Hancock Funds Disciplined Value Mid Cap Fund Class R6 | — | — | — | $2.8M | 1.5% | |
| American Funds American Funds New World R6 | — | — | — | $2.8M | 1.5% | |
| American Funds American Funds EuroPacific Growth Fund Class R-6 | — | — | — | $2.7M | 1.5% | |
| Vanguard Target Retirement Income Fund Investor Shares | — | — | — | $2.4M | 1.3% | |
| BlackRock High Yield Bond K Fund | — | — | — | $2.1M | 1.1% | |
| Vanguard Small-Cap Growth Index Fund Admiral Shares | — | — | — | $1.9M | 1.0% | |
| Fidelity Small Cap Index Fund | — | — | — | $1.8M | 1.0% | |
| Participants Interest rates ranging from 4.25% to 10.50%, maturing through 2032 | — | — | — | $1.8M | 0.9% | |
| American Funds American Funds American Balanced Fund Class R-6 | — | — | — | $1.8M | 0.9% | |
| Fidelity Short Term Bond Index | — | — | — | $803K | 0.4% | |
| Vanguard Total International Bond Index Fund Admiral Shares | — | — | — | $629K | 0.3% | |
| PIMCO Real Return Fund Institutional Class | — | — | — | $525K | 0.3% | |
| Vanguard Target Retirement 2070 Fund Investor Shares | — | — | — | $158K | <0.1% | |
| Vanguard Treasury Money Market | — | — | — | $1K | <0.1% | |
| MORLEY STABLE VALUE PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 93-6274329 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% |