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Original filing (PDF)20251015143456NAL0002461939001
IGLOO PRODUCTS CORP.
Form 5500
FILING_RECEIVED
IGLOO PRODUCTS CORP. EMPLOYEES' 401(K) PLAN
401(k) retirement plan
Active participants
872
Accounts w/ balance
588
Plan assets (EOY)
$45.7M
Net assets (EOY)
$45.7M
How this plan invests
This plan
5 pooled trusts
Schedule D
31 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
97
/ 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
100
Participation health
80
Knocking points off
- 67% balance-to-active ratio — below typical for a healthy 401(k).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for IGLOO PRODUCTS CORP..
Plan sponsor
Name
IGLOO PRODUCTS CORP.
EIN
36-3474772
Address
777 IGLOO RD · KATY, TX · 774942972
Phone
(713) 584-6912
Industry
Manufacturingsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
305
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-15
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
WEAVER AND TIDWELL LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $54K | — |
Advisor / Consultant
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRIME CAPITAL INVESTMENT ADVISORS | 82-1364595 | — | CONSULTANT | $38K | — |
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $15K | — |
Investments
28 direct securities · 5 pooled funds· $44.9M(98% 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
$40.2M
28 holdings
Common Collective Trust
$4.7M
5 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| American Funds 2030 Target Date Retirement Fund Mutual fund - | — | — | — | $6.4M | 14.0% | |
| American Funds 2035 Target Date Retirement Fund Mutual fund - | — | — | — | $4.3M | 9.3% | |
| Fidelity 500 index Fund Mutual fund - | — | — | — | $4.2M | 9.1% | |
| American Funds 2025 Target Date Retirement Fund Mutual fund - | — | — | — | $3.4M | 7.5% | |
| American Funds 2020 Target Date Retirement Fund Mutual fund - | — | — | — | $2.6M | 5.7% | |
| American Funds 2040 Target Date Retirement Fund Mutual fund - | — | — | — | $2.3M | 5.1% | |
| LARGE CAP GRTH II R1 GREAT GRAY TRUST COMPANY · EIN 38-4139848 / PN 626 | Common Collective Trust | — | — | $2.2M | 4.8% | |
| American Funds 2045 Target Date Retirement Fund Mutual fund - | — | — | — | $2.1M | 4.6% | |
| American Funds 2050 Target Date Retirement Fund Mutual fund - | — | — | — | $2.0M | 4.3% | |
| Allspring Core Bond Inst Mutual fund - | — | — | — | $1.6M | 3.6% | |
| RT NY LIFE AA CL 0 RELIANCE TRUST COMPANY · EIN 46-6350416 / PN 001 | Common Collective Trust | — | — | $1.6M | 3.6% | |
| Principal Fixed Account Guaranteed Investment Contract | — | — | — | $1.5M | 3.2% | |
| Hartford Core Equity Fund Class Y Mutual fund - | — | — | — | $1.3M | 2.9% | |
| American Funds 2055 Target Date Retirement Fund Mutual fund - | — | — | — | $1.1M | 2.4% | |
| American Funds 2015 Target Date Retirement Fund Mutual fund - | — | — | — | $874K | 1.9% | |
| Fidelity Internation Index Fund Mutual fund - | — | — | — | $835K | 1.8% | |
| JPMorgan Equity Income Fund Class R6 Mutual fund - | — | — | — | $818K | 1.8% | |
| Fidelity Mid Cap Index Fund Mutual fund - | — | — | — | $778K | 1.7% | |
| All Spring Mid Cap Value Inst Mutual fund - | — | — | — | $635K | 1.4% | |
| American Fund New World Fund Class R-6 Mutual fund - | — | — | — | $575K | 1.3% | |
| Blackrock High Yield Bond Portfolio Institutional Shares Mutual fund - | — | — | — | $476K | 1.0% | |
| AC SMALL CAP VALUE GREAT GRAY TRUST COMPANY, LLC · EIN 38-4126250 / PN 554 | Common Collective Trust | — | — | $452K | 1.0% | |
| Cohn & Steers Real Estate Securities Fund, Inc. Collective trust fund - | — | — | — | $395K | 0.9% | |
| C&S US REALTY F SEI TRUST COMPANY · EIN 46-3411346 / PN 064 | Common Collective Trust | — | — | $395K | 0.9% | |
| American Funds 2060 Target Date Retirement Fund Mutual fund - | — | — | — | $354K | 0.8% | |
| Fidelity Small Cap Enhanced Index Fund Mutual fund - | — | — | — | $317K | 0.7% | |
| Fidelity Growth Strategies K6 Fund Mutual fund - | — | — | — | $301K | 0.7% | |
| Fidelity International Growth Fund Mutual fund - | — | — | — | $273K | 0.6% | |
| American Funds 2010 Target Date Retirement Fund Mutual fund - | — | — | — | $260K | 0.6% | |
| Neuberger Berman Small Cap Growth Fund R6 Mutual fund - | — | — | — | $199K | 0.4% | |
| Gabelli US Money Market I Money market fund - | — | — | — | $194K | 0.4% | |
| American Funds 2065 Target Date Retirement Fund Mutual fund - | — | — | — | $130K | 0.3% | |
| MID CAP GROWTH R1 GREAT GRAY TRUST COMPANY · EIN 38-4126247 / PN 549 | Common Collective Trust | — | — | $0 | <0.1% |
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