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Original filing (PDF)20251008101027NAL0013097058001
IRIS USA, INC.
Form 5500
FILING_RECEIVED
IRIS USA, INC. COMPREHENSIVE RETIREMENT SAVINGS PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
510
Accounts w/ balance
325
Plan assets (EOY)
$23.8M
Net assets (EOY)
$23.8M
How this plan invests
This plan
32 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
95
/ 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
80
Knocking points off
- No recordkeeper disclosed on Schedule C.
- 64% balance-to-active ratio — below typical for a healthy 401(k).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for IRIS USA, INC..
Plan sponsor
Name
IRIS USA, INC.
EIN
36-3415877
Address
11111 80TH AVENUE · PLEASANT PRAIRIE, WI · 53158
Phone
(602) 707-1770
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
2025-10-08
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)
2T · Default investment account (QDIA)
2F · ERISA section 404(c)
Audit & trust (Schedule H)
Auditor
CLIFTONLARSONALLEN LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsOther
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| JOHNSON BANK | 39-1141446 | — | NONE | $74K | — |
Investments
32 direct securities· $23.8M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity 500 Index Institutional Prem Mutual Fund | — | — | — | $2.7M | 11.3% | |
| American Income Fund America - R6 Mutual Fund | — | — | — | $2.6M | 10.8% | |
| Harbor Capital Appreciation Retirement Mutual Fund | — | — | — | $2.0M | 8.3% | |
| Vanguard Target Retirement 2035 Mutual Fund | — | — | — | $1.9M | 8.1% | |
| Principal Midcap Blend FD In Mutual Fund | — | — | — | $1.9M | 7.8% | |
| Fidelity Money Market Government Fund Money Market Fund | — | — | — | $1.8M | 7.4% | |
| Vanguard Target Retirement 2045 Mutual Fund | — | — | — | $1.1M | 4.7% | |
| Vanguard Target Retirement 2025 Mutual Fund | — | — | — | $884K | 3.7% | |
| American Europacific GFTH - R6 Mutual Fund | — | — | — | $829K | 3.5% | |
| Vanguard Mid Cap Index - ADM Mutual Fund | — | — | — | $796K | 3.3% | |
| MFS Value Fund - R-6 Mutual Fund | — | — | — | $743K | 3.1% | |
| Vanguard Target Retirement 2030 Mutual Fund | — | — | — | $660K | 2.8% | |
| Baird Core Plus Bond Fund - IS Mutual Fund | — | — | — | $630K | 2.6% | |
| Voya Securitized Credit Mutual Fund | — | — | — | $594K | 2.5% | |
| Dodge & Cox International Stock Fund Mutual Fund | — | — | — | $538K | 2.3% | |
| Vanguard Target Retirement 2040 Mutual Fund | — | — | — | $535K | 2.2% | |
| Participants Participant Loans Rates from 4.25% to 9.50% - | — | — | — | $478K | 2.0% | |
| T Rowe Price Spectrum Growth Diversified Eq I Mutual Fund | — | — | — | $472K | 2.0% | |
| Vanguard Small Cap Index Fund - ADM Mutual Fund | — | — | — | $424K | 1.8% | |
| Vanguard Short Term Bond Index - ADM Mutual Fund | — | — | — | $395K | 1.7% | |
| Franklin Small Cap Growth FD - R6 Mutual Fund | — | — | — | $385K | 1.6% | |
| Vanguard Target Retirement 2050 Mutual Fund | — | — | — | $365K | 1.5% | |
| Vanguard Target Retirement 2060 Mutual Fund | — | — | — | $280K | 1.2% | |
| Allspring Special Small Cap Value R6 Mutual Fund | — | — | — | $262K | 1.1% | |
| Vanguard Target Retirement 2055 Mutual Fund | — | — | — | $216K | 0.9% | |
| John Hancock III-Disc M/C-IS Mutual Fund | — | — | — | $179K | 0.8% | |
| Vanguard Total Bond Index - ADM Mutual Fund | — | — | — | $73K | 0.3% | |
| Vanguard Target Retirement Income Fund Mutual Fund | — | — | — | $70K | 0.3% | |
| Vanguard Target Retirement 2020 Mutual Fund | — | — | — | $51K | 0.2% | |
| Vanguard Target Retirement 2065 Mutual Fund | — | — | — | $32K | 0.1% | |
| Vanguard Short -Term Inflation Protected Mutual Fund 657 Vanguard Total Int St Indx-Ad Mutual Fund | — | — | — | $29K | 0.1% | |
| Vanguard Target Retirement 2070 Mutual Fund | — | — | — | $2K | <0.1% |
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