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Original filing (PDF)20251010105524NAL0007551985001
IDEAL INDUSTRIES, INC.
Form 5500
FILING_RECEIVED
IDEAL INDUSTRIES, INC. RETIREMENT PLAN
Defined-benefit pension plan
Signals · 3
42% in single holding~155 bps in Sched C feesNo recordkeeper disclosed
Active participants
449
Accounts w/ balance
—
Plan assets (EOY)
$45.2M
Net assets (EOY)
$45.2M
How this plan invests
This plan
7 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
85
/ 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
79
Total plan cost
65
Vendor stack
80
Participation health
100
Knocking points off
- Top holding "Vanguard Total Stock Market Index I" is 42% of plan.
- 155 bps in Schedule C fees — 435% 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 IDEAL INDUSTRIES, INC..
Plan sponsor
Name
IDEAL INDUSTRIES, INC.
EIN
36-2048768
Address
1375 PARK AVENUE · SYCAMORE, IL · 60178
Phone
(815) 895-1105
Industry
Manufacturingsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-10
Pension benefit codes
1A · Pay-related DB formula
1C · Cash balance or similar hybrid DB
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
PLANTE & MORAN, PLLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsOther
3| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WILLIS TOWERS WATSON US LLC | 53-0181291 | — | NONE KNOWN | $616K | — |
| CAPFINANCIAL PARTNERS, LLC | 26-0058143 | — | NONE KNOWN | $61K | — |
| U.S. BANK NATIONAL ASSOCIATION | 31-0841368 | — | NONE KNOWN | $24K | — |
Investments
7 direct securities· $43.2M(96% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Total Stock Market Index I | — | — | $7.5M | $18.1M | 40.1% | |
| The Vanguard Group, Inc. Vanguard FTSE All World | — | — | $5.6M | $6.8M | 15.0% | |
| PIMCO Funds PIMCO Short Term Fund Institutional Class | — | — | $6.2M | $6.2M | 13.8% | |
| Long Duration US Government/Credit Fund, LLC | — | — | $4.8M | $4.7M | 10.4% | |
| Legal & General Investment Management America Long Duration US Credit Fund, LLC | — | — | $4.2M | $4.6M | 10.2% | |
| First American Funds Money market fund - First American Government Obligations Fund | — | — | $1.6M | $1.6M | 3.5% | |
| GQG Partners GQG Partners Emerging Markets Equity | — | — | $1.2M | $1.2M | 2.7% |