How big is Insultech, LLC's plan?

Insultech, LLC's plan reported $5.0M in assets and 82 participants for 2024.

Original filing (PDF)20250922124942NAL0002142755001

Insultech, LLC

Name: Insultech, LLC — Insultech, LLC 401(k) Plan, Form 5500 (2024)
Creator: Insultech, LLC
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Insultech, LLC 401(k) Plan

401(k) retirement plan · Insultech, LLC's Insultech, LLC 401(k) Plan held $5.0M in plan assets for 82 participants in 2024.

Active participants

Accounts w/ balance

127

Plan assets (EOY)

$5.0M

Net assets (EOY)

$5.0M

People on this filing

Tom Bercaw signed Insultech, LLC's 2024 Form 5500 as plan administrator.

Tom Bercaw — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Insultech, LLC's EIN is 33-0885143.

EIN 33-0885143

Plan number 001

Plan year 2024

ACK ID 20250922124942NAL0002142755001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Insultech, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Insultech, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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How this plan invests

This plan

1 pooled trust

Schedule D

28 securities

funds · stocks · CUSIPs

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

Plan health score

Top-tier plan health

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

100

Total plan cost

Plan health

Vendor & structure

100

Plan sponsor

Name

INSULTECH, LLC

EIN

all filings

Address

3530 W. GARRY AVENUE · SANTA ANA, CA · 92704

Phone

(714) 384-0506

Industry

Manufacturing

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

2025-09-22

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)

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

Audit & trust (Schedule H)

Service providers (Schedule C)

1 rows

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
VOYA RETIREMENT INSURANCE AND ANNUI	71-0294708	—	INVEST ADVISORY	$0	—

Investments

28 direct securities · 1 pooled fund· $9.5M(100% of reported assets)

Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.

Pooled Separate Account

$4.6M

1 holding

Pooled Separate Accounts

$4.6M

26 holdings

Common Stocks

$193K

1 holding

Bonds / Notes

$36K

1 holding

					% of plan
SEPARATE ACCOUNT D VOYA RETIREMENT INS AND ANNUITY CO · EIN 71-0294708 / PN 000	Pooled Separate Account	—	—	$4.6M	91.8%
Vanguard 500 Index Fund Adm Pooled Separate Account N/A	Pooled Separate Accounts	—	—	$1.2M	23.9%
Vanguard Mid-Cap Index Fund Adm Pooled Separate Account N/A	Pooled Separate Accounts	—	—	$551K	11.0%
Vanguard Small-Cap Index Fund Adm Pooled Separate Account N/A	Pooled Separate Accounts	—	—	$432K	8.6%
JPMorgan LgCp Grw Fnd R6 Pooled Separate Account N/A	Pooled Separate Accounts	—	—	$375K	7.5%
Voya Index Solution 2050 Portfolio Z Pooled Separate Account N/A	Pooled Separate Accounts	—	—	$359K	7.1%
Vanguard LifeStrategy Moderate Growth Pooled Separate Account N/A	Pooled Separate Accounts	—	—	$299K	5.9%
Voya Index Solution 2045 Portfolio Z Pooled Separate Account N/A	Pooled Separate Accounts	—	—	$207K	4.1%
Voya Fixed Account Group Annuity Contract N/A	Common Stocks	—	—	$193K	3.8%
Voya Index Solution Income Portfolio Z Pooled Separate Account N/A	Pooled Separate Accounts	—	—	$189K	3.8%
Neuberger Berman Strat Income Fd R6 Pooled Separate Account N/A	Pooled Separate Accounts	—	—	$183K	3.6%
DFA Real Estate Securities Port Inst Pooled Separate Account N/A	Pooled Separate Accounts	—	—	$138K	2.7%
Voya Index Solution 2040 Portfolio Z Pooled Separate Account N/A	Pooled Separate Accounts	—	—	$117K	2.3%
Voya Index Solution 2055 Portfolio Z Pooled Separate Account N/A	Pooled Separate Accounts	—	—	$92K	1.8%
Vanguard Total Intl Stk Index Fd Adm Pooled Separate Account N/A	Pooled Separate Accounts	—	—	$84K	1.7%
Vanguard Total Bond Market Index Pooled Separate Account N/A	Pooled Separate Accounts	—	—	$83K	1.7%
Voya Index Solution 2060 Portfolio Z Pooled Separate Account N/A	Pooled Separate Accounts	—	—	$64K	1.3%
Voya Index Solution 2030 Portfolio Z Pooled Separate Account N/A	Pooled Separate Accounts	—	—	$63K	1.2%
Eaton Vance Inc Fd of Bstn R6 Pooled Separate Account N/A	Pooled Separate Accounts	—	—	$57K	1.1%
Voya Index Solution 2035 Portfolio Z Pooled Separate Account N/A	Pooled Separate Accounts	—	—	$49K	1.0%
Notes receivable from participants Maturing 2025 - 2027 at interest rates of 5.25% - 10.50% -	Bonds / Notes	—	—	$36K	0.7%
Neuberg Berm MdCp Grw Fnd R6 Pooled Separate Account N/A	Pooled Separate Accounts	—	—	$24K	0.5%
Invesco Equity & Income Fd R6 Pooled Separate Account N/A	Pooled Separate Accounts	—	—	$14K	0.3%
Voya Index Solution 2025 Portfolio Z Pooled Separate Account N/A	Pooled Separate Accounts	—	—	$13K	0.3%
MFS Mid Cap Value Fund R6 Pooled Separate Account N/A	Pooled Separate Accounts	—	—	$8K	0.2%
Voya Gov Money Mkt Fund A Pooled Separate Account N/A	Pooled Separate Accounts	—	—	$7K	0.1%
Voya Index Solution 2065 Portfolio Z Pooled Separate Account N/A	Pooled Separate Accounts	—	—	$5K	<0.1%
Invesco Comstock Fund R6 Pooled Separate Account N/A	Pooled Separate Accounts	—	—	$3K	<0.1%
Vanguard Emr Mkts Stck Ind Fd Adm Pooled Separate Account N/A	Pooled Separate Accounts	—	—	$2K	<0.1%