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Original filing (PDF)20250922124942NAL0002142755001
INSULTECH, LLC
Form 5500
FILING_RECEIVED
INSULTECH, LLC 401(K) PLAN
401(k) retirement plan
Active participants
82
Accounts w/ balance
127
Plan assets (EOY)
$5.0M
Net assets (EOY)
$5.0M
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 (directional)
94
/ 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
75
Vendor stack
100
Participation health
100
Helping the score
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for INSULTECH, LLC.
Plan sponsor
Name
INSULTECH, LLC
EIN
33-0885143
Address
3530 W. GARRY AVENUE · SANTA ANA, CA · 92704
Phone
(714) 384-0506
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
2025-09-22
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)
Auditor
EIDE BAILLY LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsAdvisor / Consultant
1| 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.
Uncategorized
$4.8M
28 holdings
Pooled Separate Account
$4.6M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % 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 | — | — | — | $1.2M | 23.9% | |
| Vanguard Mid-Cap Index Fund Adm Pooled Separate Account N/A | — | — | — | $551K | 11.0% | |
| Vanguard Small-Cap Index Fund Adm Pooled Separate Account N/A | — | — | — | $432K | 8.6% | |
| JPMorgan LgCp Grw Fnd R6 Pooled Separate Account N/A | — | — | — | $375K | 7.5% | |
| Voya Index Solution 2050 Portfolio Z Pooled Separate Account N/A | — | — | — | $359K | 7.1% | |
| Vanguard LifeStrategy Moderate Growth Pooled Separate Account N/A | — | — | — | $299K | 5.9% | |
| Voya Index Solution 2045 Portfolio Z Pooled Separate Account N/A | — | — | — | $207K | 4.1% | |
| Voya Fixed Account Group Annuity Contract N/A | — | — | — | $193K | 3.8% | |
| Voya Index Solution Income Portfolio Z Pooled Separate Account N/A | — | — | — | $189K | 3.8% | |
| Neuberger Berman Strat Income Fd R6 Pooled Separate Account N/A | — | — | — | $183K | 3.6% | |
| DFA Real Estate Securities Port Inst Pooled Separate Account N/A | — | — | — | $138K | 2.7% | |
| Voya Index Solution 2040 Portfolio Z Pooled Separate Account N/A | — | — | — | $117K | 2.3% | |
| Voya Index Solution 2055 Portfolio Z Pooled Separate Account N/A | — | — | — | $92K | 1.8% | |
| Vanguard Total Intl Stk Index Fd Adm Pooled Separate Account N/A | — | — | — | $84K | 1.7% | |
| Vanguard Total Bond Market Index Pooled Separate Account N/A | — | — | — | $83K | 1.7% | |
| Voya Index Solution 2060 Portfolio Z Pooled Separate Account N/A | — | — | — | $64K | 1.3% | |
| Voya Index Solution 2030 Portfolio Z Pooled Separate Account N/A | — | — | — | $63K | 1.2% | |
| Eaton Vance Inc Fd of Bstn R6 Pooled Separate Account N/A | — | — | — | $57K | 1.1% | |
| Voya Index Solution 2035 Portfolio Z Pooled Separate Account N/A | — | — | — | $49K | 1.0% | |
| Notes receivable from participants Maturing 2025 - 2027 at interest rates of 5.25% - 10.50% - | — | — | — | $36K | 0.7% | |
| Neuberg Berm MdCp Grw Fnd R6 Pooled Separate Account N/A | — | — | — | $24K | 0.5% | |
| Invesco Equity & Income Fd R6 Pooled Separate Account N/A | — | — | — | $14K | 0.3% | |
| Voya Index Solution 2025 Portfolio Z Pooled Separate Account N/A | — | — | — | $13K | 0.3% | |
| MFS Mid Cap Value Fund R6 Pooled Separate Account N/A | — | — | — | $8K | 0.2% | |
| Voya Gov Money Mkt Fund A Pooled Separate Account N/A | — | — | — | $7K | 0.1% | |
| Voya Index Solution 2065 Portfolio Z Pooled Separate Account N/A | — | — | — | $5K | <0.1% | |
| Invesco Comstock Fund R6 Pooled Separate Account N/A | — | — | — | $3K | <0.1% | |
| Vanguard Emr Mkts Stck Ind Fd Adm Pooled Separate Account N/A | — | — | — | $2K | <0.1% |
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