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Original filing (PDF)20250822132022NAL0005329953001
INTECH TRAILERS, INC.
Form 5500
FILING_RECEIVED
INTECH TRAILERS, INC. 401(K) PLAN
401(k) retirement plan
Active participants
305
Accounts w/ balance
243
Plan assets (EOY)
$9.3M
Net assets (EOY)
$9.3M
How this plan invests
This plan
15 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 (0 bps vs 52 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for INTECH TRAILERS, INC..
Plan sponsor
Name
INTECH TRAILERS, INC.
EIN
27-1881097
Address
29286 COUNTY ROAD 52 · NAPPANEE, IN · 46550
Phone
(574) 221-8236
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
2025-08-22
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)
3B · Covers self-employed individuals
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
RSM US LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CAPITAL GROUP RETIREMENT PLAN SVCS. | 82-4555287 | — | RECORDKEEPER | $100 | — |
Investments
14 direct securities· $8.3M(89% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| American Funds 2045 Target Date Retirement Fund | — | — | — | $1.6M | 16.9% | |
| American Funds 2055 Target Date Retirement Fund | — | — | — | $1.1M | 11.4% | |
| American Funds 2030 Target Date Retirement Fund | — | — | — | $1.0M | 11.1% | |
| American Funds 2040 Target Date Retirement Fund | — | — | — | $969K | 10.4% | |
| American Funds 2035 Target Date Retirement Fund | — | — | — | $960K | 10.3% | |
| American Funds 2050 Target Date Retirement Fund | — | — | — | $851K | 9.1% | |
| American Funds 2025 Target Date Retirement Fund | — | — | — | $542K | 5.8% | |
| American Funds 2065 Target Date Retirement Fund | — | — | — | $495K | 5.3% | |
| American Funds 2070 Target Date Retirement Fund | — | — | — | $414K | 4.4% | |
| American Funds Fidelity US Bond Index 216 * American Funds John Hancock Disciplined Value Mid Cap Fund 362 * American Funds JPMorgan Large Cap Growth Fund | — | — | — | $162K | 1.7% | |
| American Funds Fidelity 500 Index | — | — | — | $108K | 1.2% | |
| American Funds 2020 Target Date Retirement Fund | — | — | — | $64K | 0.7% | |
| American Funds 2015 Target Date Retirement Fund | — | — | — | $48K | 0.5% | |
| American Funds American Funds U.S. Government Money Market Fund 368 * American Funds American Funds New World Fund | — | — | — | $9K | <0.1% |