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Original filing (PDF)20251010133052NAL0004655235001
INDECK ENERGY SERVICES, INC.
Form 5500
FILING_RECEIVED
INDECK ENERGY SERVICES, INC. AND AFFILIATED EMPLOYERS 401(K) PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
150
Accounts w/ balance
160
Plan assets (EOY)
$34.0M
Net assets (EOY)
$34.0M
How this plan invests
This plan
31 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
92
/ 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
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
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 INDECK ENERGY SERVICES, INC..
Plan sponsor
Name
INDECK ENERGY SERVICES, INC.
EIN
36-3421443
Address
600 NORTH BUFFALO GROVE ROAD · SUITE 300 · BUFFALO GROVE, IL · 60089
Phone
(847) 520-3212
Industry
Utilitiessee 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
2025-10-10
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
BDO USA, P.C.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsTPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SCP RETIREMENT SERVICES LLC | — | CHICAGO, IL | TPA | $0 | — |
Other
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PLEXUS FINANCIAL SOLUTIONS | 27-1746834 | — | SERVICE PROVIDER | $0 | — |
| MORNINGSTAR | 36-3297908 | — | SERVICE PROVIDER | $0 | — |
Investments
31 direct securities· $34.0M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard 500 Index Fund Adm | — | — | — | $7.2M | 21.1% | |
| Massachusetts Financial Services MFS Growth Fund R6 | — | — | — | $5.8M | 17.1% | |
| Vanguard Mid-Cap Index Fund Adm | — | — | — | $3.2M | 9.5% | |
| Vanguard Trgt Retire 2035 Fnd Inv | — | — | — | $3.0M | 8.8% | |
| Vanguard American Funds Wash Mtual R6 | — | — | — | $1.8M | 5.3% | |
| VRIAC Fixed Account | — | — | — | $1.5M | 4.4% | |
| Vanguard LifeStrat Mod Grwth Fd Inv | — | — | — | $1.5M | 4.4% | |
| ClearBridge ClrBrg Sm Cp Growth Fnd IS | — | — | — | $1.1M | 3.3% | |
| Voya Financial Voya Intermediate Bond Fund R6 | — | — | — | $1.1M | 3.1% | |
| Vanguard Total Intl Stk Index Fd Adm | — | — | — | $1.0M | 3.0% | |
| Vanguard Trgt Retire 2045 Fnd Inv | — | — | — | $974K | 2.9% | |
| Vanguard Trgt Retire 2025 Fnd Inv | — | — | — | $970K | 2.9% | |
| Registered Investment Companies American Funds American Funds EuroPacific R6 | — | — | — | $920K | 2.7% | |
| Dimensional Fund Advisors DFA U.S. Targeted Value Port Inst | — | — | — | $884K | 2.6% | |
| Vanguard Trgt Retire 2030 Fnd Inv | — | — | — | $526K | 1.5% | |
| Fixed-Income Accounts * VRIAC Fixed Account (4062) | — | — | — | $418K | 1.2% | |
| Pacific Investment Management Company PIMCO Income Fund Inst | — | — | — | $389K | 1.1% | |
| Eaton Vance Eaton Vance Income Fund of Boston R6 | — | — | — | $254K | 0.7% | |
| Vanguard Trgt Retire 2020 Fnd Inv | — | — | — | $246K | 0.7% | |
| Vanguard Trgt Retire 2040 Fnd Inv | — | — | — | $217K | 0.6% | |
| Vanguard Trgt Retire 2050 Fnd Inv | — | — | — | $169K | 0.5% | |
| Vanguard Trgt Retire Income Fnd Inv | — | — | — | $156K | 0.5% | |
| Participant Loans Interest rates of 4.25% to 9.50% -0- | — | — | — | $151K | 0.4% | |
| Vanguard Trgt Retire 2055 Fnd Inv | — | — | — | $140K | 0.4% | |
| Dimensional Fund Advisors DFA Emerging Markets Portfolio Inst | — | — | — | $82K | 0.2% | |
| Vanguard LifeStrat Income Fd Inv ** 600 Vanguard Trgt Retire 2065 Fnd Inv | — | — | — | $80K | 0.2% | |
| Vanguard LifeStrat Growth Fd Inv | — | — | — | $76K | 0.2% | |
| Vanguard Trgt Retire 2060 Fnd Inv | — | — | — | $58K | 0.2% | |
| Dimensional Fund Advisors DFA Inflat-Prot Securities Port Inst | — | — | — | $41K | 0.1% | |
| Dimensional Fund Advisors DFA Global Real Estate Sec Port Inst | — | — | — | $18K | <0.1% | |
| Voya Financial Voya Gov Money Mkt Fnd A (Hold Acct) | — | — | — | $6K | <0.1% |
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