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Original filing (PDF)20250930135103NAL0013310384001
INVENTUS POWER
Form 5500
FILING_RECEIVED
INVENTUS POWER 401K
401(k) retirement plan
Active participants
155
Accounts w/ balance
247
Plan assets (EOY)
$35.3M
Net assets (EOY)
$35.3M
How this plan invests
This plan
1 pooled trust
Schedule D
24 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 (10 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for INVENTUS POWER.
Plan sponsor
Name
INVENTUS POWER
EIN
27-3930731
Address
1200 INTERNATIONALE PARKWAY · WOODRIDGE, IL · 60517
Phone
(708) 316-4419
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
2025-09-30
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)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
ADDUCCI VEGA FINANCIAL GROUP LLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $28K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $6K | — |
Investments
23 direct securities · 1 pooled fund· $35.3M(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
$34.1M
23 holdings
Common Collective Trust
$1.2M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity Growth Company K6 Fd | — | — | — | $7.1M | 20.0% | |
| Fidelity 500 Index Fd | — | — | — | $6.2M | 17.7% | |
| Vanguard Target Retirement 2030 Fd | — | — | — | $3.8M | 10.8% | |
| Vanguard Target Retirement 2045 Fd | — | — | — | $2.5M | 7.0% | |
| Vanguard Target Retirement 2040 Fd | — | — | — | $1.9M | 5.3% | |
| Vanguard Target Retirement 2025 Fd | — | — | — | $1.7M | 4.8% | |
| Vanguard Target Retirement 2035 Fd | — | — | — | $1.5M | 4.3% | |
| Invesco Discovery Fd R6 | — | — | — | $1.3M | 3.7% | |
| Fidelity Extended Market Index Fd | — | — | — | $1.3M | 3.6% | |
| INVESCO STABLE VAL I INVESCO TRUST COMPANY · EIN 84-1142974 / PN 001 | Common Collective Trust | — | — | $1.2M | 3.3% | |
| Vanguard Target Retirement 2060 Fd | — | — | — | $945K | 2.7% | |
| Vanguard Target Retirement 2055 Fd | — | — | — | $917K | 2.6% | |
| Vanguard Target Retirement 2050 Fd | — | — | — | $707K | 2.0% | |
| JPMorgan Equity Income Fd R6 | — | — | — | $644K | 1.8% | |
| Vanguard Target Retirement 2020 Fd | — | — | — | $623K | 1.8% | |
| Fidelity International Index Fd | — | — | — | $432K | 1.2% | |
| Fidelity Diversified International K6 Fd | — | — | — | $423K | 1.2% | |
| dates through July 2043 - 0 - | — | — | — | $421K | 1.2% | |
| Vanguard Target Retirement Income Fd | — | — | — | $406K | 1.1% | |
| PGIM Total Return Bond Fd R6 Total Return Bond Fd R6 | — | — | — | $383K | 1.1% | |
| Vanguard Target Retirement 2065 Fd | — | — | — | $341K | 1.0% | |
| Victory Integrity Small-Cap Value Fd R6 | — | — | — | $299K | 0.8% | |
| Fidelity U.S. Bond Index Fd | — | — | — | $253K | 0.7% | |
| Vanguard Target Retirement 2070 Fd | — | — | — | $43K | 0.1% |
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