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Original filing (PDF)20251015090339NAL0004137921001
INNOSOURCE, INC.
Form 5500
FILING_RECEIVED
INNOSOURCE, INC. 401(K) PLAN
401(k) retirement plan
Active participants
541
Accounts w/ balance
247
Plan assets (EOY)
$13.2M
Net assets (EOY)
$13.2M
How this plan invests
This plan
55 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
95
/ 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
65
Knocking points off
- Only 46% as many balances as active participants — suggests many active employees aren't deferring.
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 INNOSOURCE, INC..
Plan sponsor
Name
INNOSOURCE, INC.
EIN
31-1655942
Address
5600 BLAZER PARKWAY SUITE 200 · DUBLIN, OH · 43017
Phone
(614) 775-1400
Industry
Admin Support & Waste Mgmtsee 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
2E · Profit-sharing
2J · 401(k) feature
2K · 401(m) arrangement
2F · ERISA section 404(c)
2G · Total participant-directed accounts
3D · Pre-approved plan (master / prototype / VS)
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
GBQ PARTNERS
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NATIONWIDE | 31-1592130 | COLUMBUS, OH | RECORDKEEPER | $1K | — |
Advisor / Consultant
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PROACCOUNT | 73-0988442 | COLUMBUS, OH | INVESTMENT ADVISORY | $6K | — |
| RETIREMENT PLANS, INC. | 90-0734163 | WESTERVILLE, OH | ADVISOR | $6K | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| RETIREMENT PLANS, INC. | 90-0734163 | WESTERVILLE, OH | TPA | $698 | — |
Investments
54 direct securities· $13.1M(100% of reported assets)
Uncategorized
$10.9M
53 holdings
Pooled Separate Accounts
$2.2M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| s * Nationwide Trust C ompany, FSB Vngrd 500 Index Fd As | Pooled Separate Accounts | — | — | $2.2M | 16.8% | |
| Nationwide Trust C ompany, FSB Nuveen Large C ap Growth Index Fund - C lass R6 | — | — | — | $1.0M | 7.8% | |
| Nationwide Trust C ompany, FSB Vngrd Trgt Rtrmt 2040 Inv | — | — | — | $1.0M | 7.8% | |
| Nationwide Trust C ompany, FSB Fixed Select C ontract | — | — | — | $757K | 5.7% | |
| Nationwide Trust C ompany, FSB Amfds New Prspct R6 | — | — | — | $723K | 5.5% | |
| Nationwide Trust C ompany, FSB Vngrd Mid-C ap Idx Fd As | — | — | — | $569K | 4.3% | |
| Nationwide Trust C ompany, FSB Nw Inv Dest Mod Aggr R6 | — | — | — | $507K | 3.8% | |
| Nationwide Trust C ompany, FSB Vngrd Trgt Rtrmt 2050 Inv | — | — | — | $504K | 3.8% | |
| Nationwide Trust C ompany, FSB Nw Inv Dest Aggr R6 | — | — | — | $486K | 3.7% | |
| Nationwide Trust C ompany, FSB Victory Pioneer Select Md C p Gr Fund - Y | — | — | — | $395K | 3.0% | |
| Nationwide Trust C ompany, FSB Vngrd Trgt Rtrmt 2035 Inv | — | — | — | $391K | 3.0% | |
| Nationwide Trust C ompany, FSB Vngrd Eq Inc Adml | — | — | — | $388K | 2.9% | |
| Nationwide Trust C ompany, FSB Vngrd Strat Smcap Eq Inv | — | — | — | $316K | 2.4% | |
| Nationwide Trust C ompany, FSB Vngrd Trgt Rtrmt 2045 Inv | — | — | — | $282K | 2.1% | |
| Nationwide Trust C ompany, FSB Jpm Eq Inc R5 | — | — | — | $212K | 1.6% | |
| Nationwide Trust C ompany, FSB Amfds C ap Inc Bldr R6 | — | — | — | $202K | 1.5% | |
| Nationwide Trust C ompany, FSB Nw Loomis Allcap Gr R6 | — | — | — | $187K | 1.4% | |
| Nationwide Trust C ompany, FSB Dfa Glbl Alloc 25 75 Inst | — | — | — | $178K | 1.3% | |
| Nationwide Trust C ompany, FSB Franklin High Income Fund - R6 Shares | — | — | — | $175K | 1.3% | |
| Nationwide Trust C ompany, FSB Dfa Us Trgt Val Inst | — | — | — | $173K | 1.3% | |
| Nationwide Trust C ompany, FSB Gdmnscs Gqgptnrintloppr R6 | — | — | — | $165K | 1.3% | |
| Nationwide Trust C ompany, FSB Vngrd Ttl Intlstkindx Adml | — | — | — | $156K | 1.2% | |
| Nationwide Trust C ompany, FSB Jpm C or Bd R6 | — | — | — | $154K | 1.2% | |
| Nationwide Trust C ompany, FSB Vngrd Trgt Rtrmt 2030 Inv | — | — | — | $147K | 1.1% | |
| Nationwide Trust C ompany, FSB Vngrd Mdcap Val Indx Adml | — | — | — | $145K | 1.1% | |
| Nationwide Trust C ompany, FSB Nw Inv Dest Mod R6 | — | — | — | $129K | 1.0% | |
| Nationwide Trust C ompany, FSB Fid 500 Indx | — | — | — | $118K | 0.9% | |
| Nationwide Trust C ompany, FSB Vngrd Wlngtn Inv | — | — | — | $113K | 0.9% | |
| Nationwide Trust C ompany, FSB Vngrd Trgt Rtrmt 2025 Inv | — | — | — | $108K | 0.8% | |
| Nationwide Trust C ompany, FSB Vngrd Trgt Rtrmt 2060 Inv | — | — | — | $92K | 0.7% | |
| Nationwide Trust C ompany, FSB Vngrd Trgt Rtrmt 2020 Inv | — | — | — | $86K | 0.7% | |
| Nationwide Trust C ompany, FSB Invsco Smcap Gr R5 | — | — | — | $83K | 0.6% | |
| Nationwide Trust C ompany, FSB Dodge & C ox International Stock Fund C lass I | — | — | — | $77K | 0.6% | |
| Nationwide Trust C ompany, FSB Fid Us Bd Indx | — | — | — | $77K | 0.6% | |
| Nationwide Trust C ompany, FSB Fid Intl Indx | — | — | — | $72K | 0.5% | |
| Nationwide Trust C ompany, FSB Dfa Emrg Mkts C ore Eq 2 Portfolio - Inst | — | — | — | $65K | 0.5% | |
| Nationwide Trust C ompany, FSB Avantis U.S. Large C ap Value Fund | — | — | — | $63K | 0.5% | |
| Nationwide Trust C ompany, FSB Jpm Lgcap Gr R6 | — | — | — | $63K | 0.5% | |
| Nationwide Trust C ompany, FSB Avantis Emerging Markets Equity Fund - Institutional C lass | — | — | — | $61K | 0.5% | |
| Nationwide Trust C ompany, FSB Vngrd Explr Adml | — | — | — | $58K | 0.4% | |
| Nationwide Trust C ompany, FSB Vngrd Info Tech Indx Adml | — | — | — | $50K | 0.4% | |
| Nationwide Trust C ompany, FSB Vngrd Trgt Rtrmt 2055 Inv | — | — | — | $49K | 0.4% | |
| Nationwide Trust C ompany, FSB Mfs Mdcap Gr R6 | — | — | — | $37K | 0.3% | |
| Nationwide Trust C ompany, FSB Pgim Ttl Rtn Bd R6 | — | — | — | $36K | 0.3% | |
| Nationwide Trust C ompany, FSB Dfa Glbl Realest Sec Inst | — | — | — | $36K | 0.3% | |
| Nationwide Trust C ompany, FSB Prncpl Glbl Realest R6 | — | — | — | $36K | 0.3% | |
| Nationwide Trust C ompany, FSB Blackrock High Yield Portfolio - C lass K | — | — | — | $27K | 0.2% | |
| Nationwide Trust C ompany, FSB Legal & General C ommodity Strategy Fund - Institutional Shares | — | — | — | $27K | 0.2% | |
| Nationwide Trust C ompany, FSB Vngrd Trgt Rtrmt Inc | — | — | — | $26K | 0.2% | |
| Nationwide Trust C ompany, FSB Pimco Real Rtn Inst | — | — | — | $21K | 0.2% | |
| Nationwide Trust C ompany, FSB Avantis U.S. Small C ap Value Fund - Institutional C lass | — | — | — | $19K | 0.1% | |
| Nationwide Trust C ompany, FSB Blkrk Ttl Rtn K | — | — | — | $12K | <0.1% | |
| Nationwide Trust C ompany, FSB Ab Global Bond Fund - C lass Z | — | — | — | $9K | <0.1% | |
| Nationwide Trust C ompany, FSB Fed Hrms Gov Oblgtns Prmr | — | — | — | $8K | <0.1% |