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Original filing (PDF)20251014141437NAL0004209856001
INSOURCE TECHNOLOGIES, INC.
Form 5500
FILING_RECEIVED
INSOURCE TECHNOLOGIES, INC. 401K RETIREMENT PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
190
Accounts w/ balance
232
Plan assets (EOY)
$11.0M
Net assets (EOY)
$11.0M
How this plan invests
This plan
1 pooled trust
Schedule D
23 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
89
/ 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
65
Vendor stack
80
Participation health
100
Knocking points off
- 56 bps in Schedule C fees — 91% 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 INSOURCE TECHNOLOGIES, INC..
Plan sponsor
Name
INSOURCE TECHNOLOGIES, INC.
EIN
34-1847713
Address
12124 CR 11 · PAULDING, OH · 458799000
Phone
(419) 399-3600
Industry
Manufacturingsee all
Plan administrator
Name
INSOURCE TECHNOLOGIES, INC.
EIN
34-1847713
City
PAULDING, OH
Phone
(419) 399-3600
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
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
3D · Pre-approved plan (master / prototype / VS)
2F · ERISA section 404(c)
Audit & trust (Schedule H)
Auditor
REA & ASSOCIATES, INC.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsOther
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ALERUS RETIREMENT SOLUTIONS | 45-0140105 | GRAND FORKS, ND | NONE | $61K | — |
Investments
22 direct securities · 1 pooled fund· $11.0M(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
$10.6M
22 holdings
Common Collective Trust
$386K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Target Retirement 2040 Mutual Funds | — | — | — | $2.0M | 18.4% | |
| Vanguard Target Retirement 2050 Mutual Funds | — | — | — | $1.9M | 17.0% | |
| Vanguard Target Retirement 2030 Mutual Funds | — | — | — | $1.1M | 9.6% | |
| Vanguard Growth Index Admiral Mutual Funds | — | — | — | $878K | 8.0% | |
| Vanguard 500 Index Admiral Fd 540 Mutual Funds | — | — | — | $635K | 5.8% | |
| Vanguard Target Retirement 2060 Invs Mutual Funds | — | — | — | $610K | 5.6% | |
| Fidelity Select Software And It Services Portfolio Mutual Funds | — | — | — | $571K | 5.2% | |
| Mfs Global Equity Fd Cl R6 Mutual Funds | — | — | — | $513K | 4.7% | |
| Pimco Income Fund Instl Mutual Funds | — | — | — | $437K | 4.0% | |
| FEDERATED CAPITAL PRESERVATION FUND FEDERATED CAPITAL · EIN 22-2712853 / PN 001 | Common Collective Trust | — | — | $386K | 3.5% | |
| John Hancock Disciplined Value Mid Cap I Mutual Funds | — | — | — | $296K | 2.7% | |
| Neuberger Berman Intrinsic Value Instl Mutual Funds | — | — | — | $270K | 2.5% | |
| Vanguard Dividend Appreciation Index Fd Admiral Shs Mutual Funds | — | — | — | $268K | 2.4% | |
| Notes receivable from participants Bearing interest at 4.25%-9.5% - | — | — | — | $239K | 2.2% | |
| Primecap Odyssey Aggressive Growth Mutual Funds | — | — | — | $161K | 1.5% | |
| Bridgeway Small Cap Value Class N Mutual Funds | — | — | — | $155K | 1.4% | |
| Vanguard Total Intnlstock Index Admiral Mutual Funds | — | — | — | $150K | 1.4% | |
| Vanguard Small Cap Index Admiral Fund #548 Mutual Funds | — | — | — | $130K | 1.2% | |
| Vanguard Target Retirement 2020 Mutual Funds | — | — | — | $112K | 1.0% | |
| American Century Onechoice Inretir Instl Mutual Funds | — | — | — | $103K | 0.9% | |
| American Funds New World Fund Class A #36 Mutual Funds | — | — | — | $55K | 0.5% | |
| Vanguard Value Index Admiral Fund #506 Mutual Funds | — | — | — | $42K | 0.4% | |
| Dodge & Cox Income Fund Mutual Funds | — | — | — | $16K | 0.1% |
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