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Original filing (PDF)20250731123926NAL0005260705001
INTERNATIONAL SERVICES, INC.
Form 5500
FILING_RECEIVED
INTERNATIONAL SERVICES, INC. 401(K) PLAN
401(k) retirement plan
Signals · 1
6 service providers
Active participants
623
Accounts w/ balance
309
Plan assets (EOY)
$32.2M
Net assets (EOY)
$32.2M
How this plan invests
This plan
14 pooled trusts
Schedule D
37 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
86
/ 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
100
Participation health
65
Knocking points off
- 52 bps in Schedule C fees — 78% above peer band of 29 bps.
- Only 50% as many balances as active participants — suggests many active employees aren't deferring.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for INTERNATIONAL SERVICES, INC..
Plan sponsor
Name
INTERNATIONAL SERVICES, INC.
EIN
36-3788558
Address
3850 N. WILKE ROAD · ARLINGTON HEIGHTS, IL · 60004
Phone
(847) 808-5590
Industry
Other Services (ex. Public Admin)see 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
2025-07-31
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
CRAY, KAISER, LTD.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
6 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $13K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ONEDIGITAL INVESTMENT ADVISORS LLC | — | DALLAS, TX | INVESTMENT ADVISOR | $119K | — |
TPA / Administrator
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| HOWARD SIMON & ASSOCIATES, INC. | — | NORTHBROOK, IL | CONTRACT ADMIN | $0 | — |
| SCP RETIREMENT SERVICES LLC | — | CHICAGO, IL | CONTRACT ADMIN | $0 | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CRAY KAISER LTD | — | OAKBROOK TERRACE, IL | AUDITOR | $14K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $20K | — |
Investments
25 direct securities · 14 pooled funds· $33.8M(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
$24.6M
25 holdings
Common Collective Trust
$9.3M
14 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| American Funds 2030 Trgt Date Retire R6 | — | — | — | $3.9M | 12.1% | |
| American Funds 2025 Trgt Date Retire R6 | — | — | — | $3.1M | 9.5% | |
| SSGA S&P 500 INDEX NL SER N STATE STREET GLOBAL ADVISORS COLLECTIVE TRUSTS · EIN 90-0337987 / PN 306 | Common Collective Trust | — | — | $2.2M | 6.9% | |
| Key Guaranteed Portfolio Fund | — | — | — | $2.2M | 6.7% | |
| American Funds 2045 Trgt Date Retire R6 | — | — | — | $2.0M | 6.3% | |
| American Funds 2035 Trgt Date Retire R6 | — | — | — | $1.6M | 5.0% | |
| American Funds 2040 Trgt Date Retire R6 | — | — | — | $1.5M | 4.6% | |
| American Funds 2020 Trgt Date Retire R6 | — | — | — | $1.5M | 4.5% | |
| SSGA RUSSELL SMALL CAP INDX FD CL S STATE STREET GLOBAL ADVISORS COLLECTIVE TRUSTS · EIN 90-0337987 / PN 654 | Common Collective Trust | — | — | $1.2M | 3.8% | |
| Fidelity Mid Cap Index | — | — | — | $1.1M | 3.5% | |
| American Funds 2010 Trgt Date Retire R6 | — | — | — | $1.0M | 3.2% | |
| Large Cap Growth Fund IV Fee Class R1 | — | — | — | $945K | 2.9% | |
| GREAT GRAY GREAT GRAY · EIN 38-7289851 / PN 001 | Common Collective Trust | — | — | $945K | 2.9% | |
| CORE PLUS BOND FUND FEE CLASS R1 GREAT GRAY · EIN 38-4116854 / PN 515 | Common Collective Trust | — | — | $928K | 2.9% | |
| American Funds 2015 Trgt Date Retire R6 | — | — | — | $868K | 2.7% | |
| Participant Loans (maturity dates ranging from January 2025 to May 2048, interest rates ranging from 4.25% to 9.50%) | — | — | — | $740K | 2.3% | |
| LARGE CAP GROWTH FUND II FEE CL R1 GREAT GRAY · EIN 31-4139848 / PN 626 | Common Collective Trust | — | — | $699K | 2.2% | |
| (b)(c) CURRENT (a) IDENTITY OF ISSUE AND DESCRIPTION OF INVESTMENT VALUE* State St Intl Indx NL CL C | — | — | — | $693K | 2.2% | |
| SSGA INTERNATIONAL INDEX FUND CLS C STATE STREET GLOBAL ADVISORS COLLECTIVE TRUSTS · EIN 90-0337987 / PN 654 | Common Collective Trust | — | — | $693K | 2.2% | |
| MFS Technology R6 | — | — | — | $679K | 2.1% | |
| MID CAP GROWTH FUND FEE CLASS R1 GREAT GRAY · EIN 38-4126247 / PN 549 | Common Collective Trust | — | — | $505K | 1.6% | |
| Blackrock High Yield Bond Portfolio K | — | — | — | $465K | 1.4% | |
| SMALL CAP VALUE FUND II FEE CLASS R GREAT GRAY · EIN 38-4126250 / PN 000 | Common Collective Trust | — | — | $461K | 1.4% | |
| INTERNATIONAL GROWTH FUND II FEE R1 GREAT GRAY · EIN 38-4139842 / PN 000 | Common Collective Trust | — | — | $429K | 1.3% | |
| LARGE CAP VALUE FUND II CLASS R1 GREAT GRAY · EIN 38-7264544 / PN 707 | Common Collective Trust | — | — | $374K | 1.2% | |
| T. Rowe Price U.S. Equity Research I | — | — | — | $372K | 1.2% | |
| American Century Emerging Markets R6 | — | — | — | $365K | 1.1% | |
| SMALL CAP GROWTH FUND II FEE CLASS GREAT GRAY · EIN 38-4126288 / PN 000 | Common Collective Trust | — | — | $362K | 1.1% | |
| American Funds Inflation Linked Bd R6 | — | — | — | $334K | 1.0% | |
| Pimco Income Inst'l | — | — | — | $313K | 1.0% | |
| American Funds 2050 Trgt Date Retire R6 | — | — | — | $305K | 0.9% | |
| LARGE CAP VALUE FUND CLASS R1 GREAT GRAY · EIN 38-4065329 / PN 426 | Common Collective Trust | — | — | $214K | 0.7% | |
| American Funds 2055 Trgt Date Retire R6 | — | — | — | $172K | 0.5% | |
| Fidelity Real Estate Index Institutional | — | — | — | $163K | 0.5% | |
| AB Global Bond Z | — | — | — | $135K | 0.4% | |
| MID CAP VALUE FEE CLASS R1 GREAT GRAY · EIN 38-4139852 / PN 630 | Common Collective Trust | — | — | $116K | 0.4% | |
| PGIM Global Real Estate R6 | — | — | — | $97K | 0.3% | |
| INTERNATIONAL STOCK R1 GREAT GRAY · EIN 82-2436292 / PN 342 | Common Collective Trust | — | — | $92K | 0.3% | |
| American Funds 2060 Trgt Date Retire R6 | — | — | — | $16K | <0.1% |
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