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Original filing (PDF)20251014193129NAL0004862976001
INDUS TECHNOLOGY, INC.
Form 5500
FILING_RECEIVED
INDUS TECHNOLOGY, INC. 401(K) PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
472
Accounts w/ balance
623
Plan assets (EOY)
$24.5M
Net assets (EOY)
$24.5M
How this plan invests
This plan
4 pooled trusts
Schedule D
31 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
93
/ 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
80
Vendor stack
80
Participation health
100
Knocking points off
- 39 bps in Schedule C fees — modestly above peer band of 29 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for INDUS TECHNOLOGY, INC..
Plan sponsor
Name
INDUS TECHNOLOGY, INC.
EIN
33-0480641
Address
2243 SAN DIEGO AVE STE 200 · SAN DIEGO, CA · 921102070
Phone
(619) 299-2555
Industry
Engineering Services· Professional & Technical Servicessee 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
2025-10-14
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
BAKER TILLY US, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsAdvisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| IMA ADVISORY SERVICES, INC. | 48-1233289 | — | INVESTMENT ADVISORY | $45K | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $49K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MORNINGSTAR INVESTMENT MANAGEMENT L | 36-4317381 | — | INV ADV, PARTICIPANTS | $0 | — |
Investments
27 direct securities · 4 pooled funds· $24.5M(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
$21.0M
27 holdings
Common Collective Trust
$3.4M
4 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Registered Investment Companies Fidelity Management & Research Fidelity 500 Index Fund | — | — | — | $2.2M | 8.8% | |
| T. Rowe Price Associates, Inc. TRP Ret Blend 2025 I Fd | — | — | — | $2.0M | 8.3% | |
| T. Rowe Price Associates, Inc. TRP Ret Blend 2035 I Fd | — | — | — | $1.8M | 7.4% | |
| T. Rowe Price Associates, Inc. TRP Ret Blend 2030 I Fd | — | — | — | $1.8M | 7.2% | |
| T. Rowe Price Associates, Inc. TRP Ret Blend 2045 I Fd | — | — | — | $1.4M | 5.9% | |
| LARGE CAP GRWTH FD III CL R1 GREAT GRAY TRUST COMPANY · EIN 38-7275327 / PN 001 | Common Collective Trust | — | — | $1.4M | 5.8% | |
| T. Rowe Price Associates, Inc. TRP Ret Blend 2040 I Fd | — | — | — | $1.3M | 5.4% | |
| T. Rowe Price Associates, Inc. TRP Ret Blend 2050 I Fd | — | — | — | $1.2M | 4.7% | |
| of December 31, 2024 | — | — | — | $1.1M | 4.3% | |
| T. Rowe Price Associates, Inc. TRP Ret Blend 2055 I Fd | — | — | — | $1.0M | 4.2% | |
| CORE BOND R1 FUND GREAT GRAY TRUST COMPANY · EIN 82-1986152 / PN 325 | Common Collective Trust | — | — | $1.0M | 4.1% | |
| JP Morgan Investment Mgmt Inc. JP Morgan Govt Bond R6 Fund | — | — | — | $961K | 3.9% | |
| Fidelity Management & Research Fidelity Mid Cp Index Fund | — | — | — | $881K | 3.6% | |
| INTERNATIONAL GROWTH II R1 FD GREAT GRAY TRUST COMPANY · EIN 38-4139842 / PN 619 | Common Collective Trust | — | — | $879K | 3.6% | |
| JP Morgan Investment Mgmt Inc. JP Morgan US Value R6 Fund | — | — | — | $748K | 3.1% | |
| T. Rowe Price Associates, Inc. TRP Ret Blend 2060 I Fd | — | — | — | $741K | 3.0% | |
| Capital Research and Mgmt Co Amer Funds Amer Bal R6 Fd | — | — | — | $558K | 2.3% | |
| T. Rowe Price Associates, Inc. TRP Ret Blend 2020 I Fd | — | — | — | $492K | 2.0% | |
| Victory Capital Management Victory Sycamore Est Val R6 Fd | — | — | — | $473K | 1.9% | |
| Capital Research and Mgmt Co American Funds NewWorld R6 | — | — | — | $447K | 1.8% | |
| maturing through March 2044 0 | — | — | — | $346K | 1.4% | |
| Fidelity Management & Research Fidelity Sm Cap Index Fund | — | — | — | $325K | 1.3% | |
| T. Rowe Price Associates, Inc. TRP Ret Blend 2015 I Fd | — | — | — | $308K | 1.3% | |
| T. Rowe Price Associates, Inc. TRP Ret Blend 2065 I Fd | — | — | — | $229K | 0.9% | |
| Dimensional Fund Advisors DFA US Targeted Value I Fund | — | — | — | $218K | 0.9% | |
| T. Rowe Price Associates, Inc. TRP Ret Blend 2010 I Fd | — | — | — | $198K | 0.8% | |
| Fidelity Management & Research Fidelity Real Est Index Fund | — | — | — | $180K | 0.7% | |
| SMALL CAP GROWTH FUND II R1 GREAT GRAY TRUST COMPANY · EIN 38-4126288 / PN 592 | Common Collective Trust | — | — | $141K | 0.6% | |
| Carillon Tower Advisers Carillon Eagle MidCaGwth R6 Fd | — | — | — | $104K | 0.4% | |
| (E) | — | — | — | $25K | 0.1% | |
| T. Rowe Price Associates, Inc. TRP Ret Blend 2005 I Fd | — | — | — | $25K | 0.1% |