Original filing (PDF)20260113105443NAL0014107489001

INDUSTRIAL SALES & MANUFACTURING, INC.

Name: INDUSTRIAL SALES & MANUFACTURING, INC. — INDUSTRIAL SALES & MANUFACTURING, INC. PROFIT SHARING PLAN, Form 5500 (2024)
Creator: INDUSTRIAL SALES & MANUFACTURING, INC.

Form 5500

FILING_RECEIVED

INDUSTRIAL SALES & MANUFACTURING, INC. PROFIT SHARING PLAN

401(k) retirement plan

Signals · 2

Non-clean audit opinion16% employer stock

Active participants

144

Accounts w/ balance

221

Plan assets (EOY)

$21.9M

Net assets (EOY)

$21.9M

How this plan invests

This plan

47 securities

funds · stocks · CUSIPs

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

Plan health score

Above-average plan

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

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Auditor issued a qualified / adverse / disclaimer opinion.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for INDUSTRIAL SALES & MANUFACTURING, INC..

Plan sponsor

Name

INDUSTRIAL SALES & MANUFACTURING, INC.

EIN

25-1491876

Address

2609 WEST 12TH STREET · ERIE, PA · 16505

Phone

(814) 833-9876

Industry

Manufacturingsee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-04-01

Tax period

2025-03-31

Filed

2026-01-13

Pension benefit codes

2A · Age/service weighted or new comparability

2S · Automatic enrollment

2E · Profit-sharing

3D · Pre-approved plan (master / prototype / VS)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2R · Participant-directed brokerage (SDBA)

Service providers (Schedule C)

2 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
THE VANGUARD GROUP, INC.	23-1945930	—	NONE	$15K	—

Other service providers

Name	EIN	Location	Relation	Direct comp	Indirect comp
LPL FINANCIAL RPCP	04-3046611	—	NONE	$32K	—

Investments

47 direct securities· $21.9M(100% of reported assets)

Other securities

$16.4M

43 holdings

Common Stock

$3.5M

1 holding

Cash / Money Market

$1.8M

2 holdings

Participant loans

$197K

1 holding

					% of plan
Vanguard Real Estate Index Inv Vanguard 0 202 American Funds Invmt Co of Amer R5 American Funds 0	Common Stock	—	—	$3.5M	15.8%
American Funds New Perspective R5 American Funds 0	Other securities	—	—	$2.2M	10.1%
Vanguard Cash Reserves Federal MM Adm Vanguard 0	Cash / Money Market	—	—	$1.7M	7.6%
Vanguard Wellington Inv Vanguard 0	Other securities	—	—	$1.6M	7.3%
Schwab Self-Direct Invest Fund V Schwab 0	Other securities	—	—	$1.3M	5.9%
T. Rowe Price Science And Tech Inv T. Rowe Price 0	Other securities	—	—	$1.2M	5.7%
Vanguard 500 Index Inv Vanguard 0	Other securities	—	—	$1.2M	5.4%
Vanguard Growth Index Inv Vanguard 0	Other securities	—	—	$1.1M	4.9%
American Funds Growth Fund of Amer R5 American Funds 0	Other securities	—	—	$934K	4.3%
Vanguard Value Index Inv Vanguard 0	Other securities	—	—	$766K	3.5%
First Eagle Gold A First Eagle 0	Other securities	—	—	$711K	3.2%
Vanguard Target Retirement 2025 Fund Vanguard 0	Other securities	—	—	$624K	2.9%
Vanguard Target Retirement 2040 Fund Vanguard 0	Other securities	—	—	$606K	2.8%
Vanguard Short-Term Bond Index Inv Vanguard 0	Other securities	—	—	$492K	2.3%
Vanguard Target Retirement 2035 Fund Vanguard 0	Other securities	—	—	$359K	1.6%
First Eagle Global A First Eagle 0	Other securities	—	—	$343K	1.6%
Vanguard Interm-Term Bond Index Inv Vanguard 0	Other securities	—	—	$338K	1.5%
Vanguard Energy Inv Vanguard 0	Other securities	—	—	$337K	1.5%
BlackRock Advantage Global Instl BlackRock 0	Other securities	—	—	$321K	1.5%
Vanguard Target Retirement 2045 Fund Vanguard 0	Other securities	—	—	$281K	1.3%
Vanguard Mid-Cap Value Index Inv Vanguard 0	Other securities	—	—	$222K	1.0%
Vanguard Mid-Cap Growth Index Inv Vanguard 0	Other securities	—	—	$206K	0.9%
Vanguard Target Retirement 2060 Fund Vanguard 0	Other securities	—	—	$200K	0.9%
Various Rates and Maturities Participant's Loan Account 0	Participant loans	—	—	$197K	0.9%
Vanguard Target Retirement 2055 Fund Vanguard 0	Other securities	—	—	$194K	0.9%
American Funds New World R5 American Funds 0	Other securities	—	—	$183K	0.8%
Vanguard Target Retirement 2050 Fund Vanguard 0	Other securities	—	—	$182K	0.8%
Vanguard Total Intl Stock Index Inv Vanguard 0	Other securities	—	—	$159K	0.7%
Schwab Self-Direct Cash Fund V Schwab 0	Cash / Money Market	—	—	$103K	0.5%
Vanguard Total Bond Market Index Inv Vanguard 0	Other securities	—	—	$72K	0.3%
Vanguard Target Retirement 2030 Fund Vanguard 0	Other securities	—	—	$71K	0.3%
Vanguard Information Tech Index ETF Vanguard 0	Other securities	—	—	$55K	0.3%
Vanguard Target Retirement 2065 Fund Vanguard 0	Other securities	—	—	$28K	0.1%
Templeton Global Bond Adv Templeton 0	Other securities	—	—	$27K	0.1%
BlackRock High Yield Portfolio Instl BlackRock 0	Other securities	—	—	$26K	0.1%
Vanguard Small-Cap Value Index Inv Vanguard 0	Other securities	—	—	$21K	<0.1%
Vanguard Target Retirement 2020 Fund Vanguard 0	Other securities	—	—	$17K	<0.1%
Vanguard Total Stock Market Index Inv Vanguard 0	Other securities	—	—	$17K	<0.1%
Vanguard Small-Cap Growth Index Inv Vanguard 0	Other securities	—	—	$17K	<0.1%
Vanguard Mid-Cap Index Inv Vanguard 0	Other securities	—	—	$15K	<0.1%
Vanguard Small-Cap Index Inv Vanguard 0	Other securities	—	—	$13K	<0.1%
Vanguard Target Retirement 2070 Fund Vanguard 0	Other securities	—	—	$11K	<0.1%
Vanguard Global Equity Inv Vanguard 0	Other securities	—	—	$7K	<0.1%
Vanguard Target Retirement Income Fund Vanguard 0	Other securities	—	—	$3K	<0.1%
Vanguard Financials Index Adm Vanguard 0 21 Vanguard Health Care Inv Vanguard 0	Other securities	—	—	$2K	<0.1%
Vanguard Inflation-Protected Sec Inv Vanguard 0	Other securities	—	—	$1K	<0.1%
Vanguard Emerging Mkts Stock Idx Adm Vanguard 0	Other securities	—	—	$1K	<0.1%