Original filing (PDF)20250707114254NAL0005289504001

INTERNATIONAL SOCIETY OF AUTOMATION

Name: INTERNATIONAL SOCIETY OF AUTOMATION — INTERNATIONAL SOCIETY OF AUTOMATION SECTION 403(B)(7) RETIREMENT PLAN, Form 5500 (2024)
Creator: INTERNATIONAL SOCIETY OF AUTOMATION

Form 5500

FILING_RECEIVED

INTERNATIONAL SOCIETY OF AUTOMATION SECTION 403(B)(7) RETIREMENT PLAN

403(b) retirement plan

Signals · 1

High average account balance

Active participants

Accounts w/ balance

127

Plan assets (EOY)

$23.9M

Net assets (EOY)

$23.9M

How this plan invests

This plan

65 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool.

Compliance & integrity

100

Total plan cost

Plan health

Vendor & structure

100

Helping the score

Below-peer total plan cost (92nd percentile).
High average account balance (95th percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (89th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for INTERNATIONAL SOCIETY OF AUTOMATION.

Plan sponsor

Name

INTERNATIONAL SOCIETY OF AUTOMATION

EIN

25-0921042

Address

PO BOX 12277 · RESEARCH TRIANGLE PARK, NC · 27709

Phone

(919) 990-9279

Industry

Other Services (ex. Public Admin)see all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

003

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-07-07

Pension benefit codes

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2L · 403(b)(1) annuity

2M · 403(b)(7) custodial accounts

2T · Default investment account (QDIA)

Audit & trust (Schedule H)

Auditor

CLIFTONLARSONALLEN, LLP

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

1 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
THE VANGUARD GROUP, INC.	23-1945930	—	NONE	$3K	—

Investments

65 direct securities· $23.2M(97% of reported assets)

Other securities

$20.1M

62 holdings

Cash / Money Market

$2.8M

1 holding

Agency / Mortgage-Backed

$229K

1 holding

Common Stock

$106K

1 holding

					% of plan
Vanguard Cash Reserve Federal Money Market Fund	Cash / Money Market	—	—	$2.8M	11.7%
Vanguard Target Retirement 2030 Fund	Other securities	—	—	$1.6M	6.8%
Vanguard Target Retirement 2040 Fund	Other securities	—	—	$1.6M	6.7%
Vanguard Wellington Fund Investor Shares	Other securities	—	—	$1.4M	5.6%
Vanguard U.S. Growth Fund Investor Shares	Other securities	—	—	$1.1M	4.5%
Vanguard Target Retirement 2020 Fund	Other securities	—	—	$1.1M	4.4%
Vanguard Prime Cap Fund Investor Shares	Other securities	—	—	$980K	4.1%
Vanguard Capital Opportunity Fund Investor Shares	Other securities	—	—	$973K	4.1%
Vanguard Target Retirement 2045 Fund	Other securities	—	—	$971K	4.1%
Vanguard Target Retirement 2035 Fund	Other securities	—	—	$967K	4.0%
Vanguard Windsor Fund Investor Shares	Other securities	—	—	$933K	3.9%
Vanguard Windsor II Fund Investor Shares	Other securities	—	—	$651K	2.7%
Vanguard Value Index Fund Investor Shares	Other securities	—	—	$450K	1.9%
Vanguard Dividend Growth Fund	Other securities	—	—	$434K	1.8%
Vanguard 500 Index Fund Investor Shares	Other securities	—	—	$408K	1.7%
Vanguard Target Retirement 2055 Fund	Other securities	—	—	$376K	1.6%
Vanguard Global Equity Fund	Other securities	—	—	$375K	1.6%
Vanguard Target Retirement 2050 Fund	Other securities	—	—	$364K	1.5%
Vanguard Small-Cap Index Fund Investor Shares	Other securities	—	—	$359K	1.5%
Vanguard Wellesley Income Fund Investor Shares	Other securities	—	—	$336K	1.4%
Vanguard Mid-Cap Index Fund Investor Shares	Other securities	—	—	$328K	1.4%
Vanguard Target Retirement 2025 Fund	Other securities	—	—	$239K	1.0%
Vanguard European Stock Index Fund Investor Shares	Other securities	—	—	$239K	1.0%
Vanguard GNMA Fund Investor Shares	Agency / Mortgage-Backed	—	—	$229K	1.0%
Vanguard International Growth Fund Investor Shares	Other securities	—	—	$222K	0.9%
Vanguard Equity Income Fund Investor Shares	Other securities	—	—	$219K	0.9%
Vanguard Total International Bond Index Fund Investor Shares	Other securities	—	—	$216K	0.9%
Vanguard Emerging Markets Stock Index Fund Investor Shares	Other securities	—	—	$213K	0.9%
Vanguard Total International Stock Index Fund	Other securities	—	—	$207K	0.9%
Vanguard Small-Cap Growth Index Fund	Other securities	—	—	$191K	0.8%
Vanguard Developed Markets Index Fund Investor Shares	Other securities	—	—	$189K	0.8%
Vanguard Growth Index Fund Investor Shares	Other securities	—	—	$183K	0.8%
Vanguard Total Stock Market Index Fund Investor Shares	Other securities	—	—	$172K	0.7%
Vanguard Large-Cap Index Investor Shares	Other securities	—	—	$164K	0.7%
Vanguard Growth and Income Fund Investor Shares	Other securities	—	—	$158K	0.7%
Vanguard Intermediate-Term Bond Index Fund Investor Shares	Other securities	—	—	$154K	0.6%
Vanguard Target Retirement 2060 Fund	Other securities	—	—	$153K	0.6%
Vanguard High-Yield Corporate Fund Investor Shares	Other securities	—	—	$140K	0.6%
Vanguard Target Retirement Income Fund	Other securities	—	—	$140K	0.6%
Vanguard Short-Term Federal Fund Investor Shares 533 * Vanguard Short-Term Investment-Grade Fund Investor Shares	Other securities	—	—	$129K	0.5%
Vanguard Inflation-Protected Securities Fund Investor Shares	Other securities	—	—	$127K	0.5%
Vanguard LifeStrategy Conservative Growth Fund	Other securities	—	—	$113K	0.5%
Vanguard REIT Index Fund Investor Shares	Common Stock	—	—	$106K	0.4%
Vanguard Explorer Fund Investor Shares	Other securities	—	—	$96K	0.4%
Vanguard STAR Fund	Other securities	—	—	$94K	0.4%
Vanguard LifeStrategy Growth Fund	Other securities	—	—	$80K	0.3%
Vanguard Long-Term Treasury Fund Investor Shares 782 * Vanguard Mid-Cap Growth Fund	Other securities	—	—	$79K	0.3%
Vanguard Extended Market Index Fund Investor Shares	Other securities	—	—	$75K	0.3%
Vanguard Target Retirement 2065 Fund	Other securities	—	—	$69K	0.3%
Vanguard Small-Cap Value Index Fund	Other securities	—	—	$63K	0.3%