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Original filing (PDF)20251015123003NAL0004846353001
INTERDESIGN, INC.
Form 5500
FILING_RECEIVED
INTERDESIGN, INC. PROFIT SHARING PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
190
Accounts w/ balance
292
Plan assets (EOY)
$24.0M
Net assets (EOY)
$24.0M
How this plan invests
This plan
1 pooled trust
Schedule D
32 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
98
/ 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
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Helping the score
- Below-peer total fees (3 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for INTERDESIGN, INC..
Plan sponsor
Name
INTERDESIGN, INC.
EIN
34-1145527
Address
30725 SOLON INDUSTRIAL PARKWAY · SOLON, OH · 44139
Phone
(440) 248-0178
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
2025-10-15
Pension benefit codes
3D · Pre-approved plan (master / prototype / VS)
2E · Profit-sharing
2J · 401(k) feature
2F · ERISA section 404(c)
2H · Partial participant-directed accounts
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
SIKICH CPA LLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsBroker
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LINCOLN FINANCIAL ADVISORS CORP | 35-1151034 | — | BROKER/DEALER | $0 | — |
Other
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| VOYA RETIREMENT INSURANCE & ANNUITY | 71-0294708 | — | SERVICE PROVIDER | $7K | — |
| NFP RETIREMENT INC | 33-0905143 | — | SERVICE PROVIDER | $0 | — |
Investments
32 direct securities · 1 pooled fund· $46.5M(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
$24.0M
32 holdings
Pooled Separate Account
$22.5M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| VARIABLE ANNUITY ACCOUNT D VOYA RETIREMENT INSURANCE & ANNUITY CO · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $22.5M | 94.0% | |
| VY TRwPr Cap Apprec Port R6 Registered Investment Company | — | — | — | $4.2M | 17.5% | |
| Vangrd 500 Index Fund Adm Registered Investment Company | — | — | — | $2.7M | 11.3% | |
| JPMorgan LgCp Grw Fnd R6 Registered Investment Company | — | — | — | $2.5M | 10.4% | |
| Vangrd Trgt Retire 2055 Fd Registered Investment Company | — | — | — | $1.5M | 6.3% | |
| Voya Fixed Account (4062) Insurance Company General Account | — | — | — | $1.4M | 5.8% | |
| Vangrd Value Index Fund Adm Registered Investment Company | — | — | — | $988K | 4.1% | |
| Vangrd Trgt Retire 2045 Fd Registered Investment Company | — | — | — | $987K | 4.1% | |
| American Funds EuroPacific R6 Registered Investment Company | — | — | — | $975K | 4.1% | |
| (Held at End of Year) INTERDESIGN, INC. PROFIT SHARINGPLAN EIN#34-1145527 Plan# 001 Vangrd Trgt Retire 2050 Fd Registered Investment Company | — | — | — | $964K | 4.0% | |
| Victory Sycmr Est Vl Fd R6 Registered Investment Company | — | — | — | $845K | 3.5% | |
| Vangrd Trgt Retire 2035 Fd Registered Investment Company | — | — | — | $727K | 3.0% | |
| Vangrd Md-Cap Grw Index Fd Adm Registered Investment Company | — | — | — | $642K | 2.7% | |
| Vangrd Small-Cap Index Fnd Adm Registered Investment Company | — | — | — | $564K | 2.4% | |
| Vangrd Trgt Retire 2030 Fd Registered Investment Company | — | — | — | $553K | 2.3% | |
| party date,rate of interest, collateral, par, or maturity date American Funds Cap Inc Bld R6 Registered Investment Company | — | — | — | $510K | 2.1% | |
| Vangrd Trgt Retire 2025 Fd Registered Investment Company | — | — | — | $466K | 1.9% | |
| PIMCO Income Fund Ins Registered Investment Company | — | — | — | $428K | 1.8% | |
| DFA Real Estate Secs Port Ins Registered Investment Company | — | — | — | $398K | 1.7% | |
| Vangrd Trgt Retire 2060 Fd Registered Investment Company | — | — | — | $396K | 1.7% | |
| Vangrd Trgt Retire 2040 Fd Registered Investment Company | — | — | — | $375K | 1.6% | |
| Vangrd Mid-Cap Index Fund Adm Registered Investment Company | — | — | — | $368K | 1.5% | |
| American Funds New World R6 Registered Investment Company | — | — | — | $351K | 1.5% | |
| Vangrd Sm-Cap Vl Index Fnd Adm Registered Investment Company | — | — | — | $256K | 1.1% | |
| ClrBrg SmCp Grw Fd IS Registered Investment Company | — | — | — | $252K | 1.1% | |
| Franklin Utilities Fund R6 Registered Investment Company | — | — | — | $206K | 0.9% | |
| Vangrd Trgt Retire 2065 Fd Registered Investment Company | — | — | — | $189K | 0.8% | |
| Vangrd High-Yd Corp Fnd Adm Registered Investment Company | — | — | — | $93K | 0.4% | |
| LOAN FUND Participant Loans - Rates 9.00% to 10.50% | — | — | — | $49K | 0.2% | |
| BrandywineGLOBAL Glb Opp Bd IS Registered Investment Company | — | — | — | $46K | 0.2% | |
| Vangrd Trgt Retire Inc Fd Registered Investment Company | — | — | — | $29K | 0.1% | |
| Calv US Lg Cp Cr Rsp In F R6 Registered Investment Company | — | — | — | $27K | 0.1% | |
| Vangrd Trgt Retire 2020 Fd Registered Investment Company | — | — | — | $2K | <0.1% |