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Original filing (PDF)20250902111727NAL0014345441001
INDIAN TRAILS, INC.
Form 5500
FILING_RECEIVED
INDIAN TRAILS, INC. 401(K) PLAN
401(k) retirement plan
Active participants
140
Accounts w/ balance
122
Plan assets (EOY)
$6.4M
Net assets (EOY)
$6.4M
How this plan invests
This plan
30 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 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
100
Helping the score
- Below-peer total fees (20 bps vs 52 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for INDIAN TRAILS, INC..
Plan sponsor
Name
INDIAN TRAILS, INC.
EIN
38-0901140
Address
109 EAST COMSTOCK STREET · OWOSSO, MI · 48867
Phone
(989) 725-5105
Industry
Transportation & Warehousingsee 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
2025-09-02
Pension benefit codes
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
MANER COSTERISAN
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $13K | — |
Investments
30 direct securities· $6.4M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity Investments 500 Index N/R | — | — | — | $1.3M | 20.7% | |
| Dodge and Cox International Stock N/R | — | — | — | $834K | 13.1% | |
| Fidelity Investments Freedom 2040 K6 N/R | — | — | — | $458K | 7.2% | |
| Dodge and Cox Income X N/R | — | — | — | $441K | 6.9% | |
| Fidelity Investments Freedom 2030 K6 N/R | — | — | — | $368K | 5.8% | |
| Fidelity Investments Government Moneymarket N/R | — | — | — | $339K | 5.3% | |
| Fidelity Investments Midcap SP 400 Fund N/R | — | — | — | $296K | 4.6% | |
| Fidelity Investments Freedom 2045 K6 N/R | — | — | — | $261K | 4.1% | |
| Lord Abbott Short Duration Income N/R | — | — | — | $238K | 3.7% | |
| Fidelity Investments Freedom 2025 K6 N/R | — | — | — | $221K | 3.5% | |
| Fidelity Investments Freedom 2020 K6 N/R | — | — | — | $213K | 3.3% | |
| Fidelity Investments Freedom 2055 K6 N/R | — | — | — | $198K | 3.1% | |
| Pimco Income A N/R | — | — | — | $182K | 2.9% | |
| Prudential High Yield Fund N/R | — | — | — | $161K | 2.5% | |
| Fidelity Investments Small Cap Value Fund N/R | — | — | — | $160K | 2.5% | |
| Fidelity Investments Emerging Market Index Fund N/R | — | — | — | $140K | 2.2% | |
| Fidelity Investments Freedom 2035 K6 N/R | — | — | — | $139K | 2.2% | |
| Fidelity Investments Large Cap Value Index N/R | — | — | — | $83K | 1.3% | |
| Vanguard Small Cap Growth Index Admiral N/R | — | — | — | $77K | 1.2% | |
| due 2025 to 2029 0 | — | — | — | $51K | 0.8% | |
| Fidelity Investments Freedom 2015 K6 N/R | — | — | — | $49K | 0.8% | |
| Fidelity Investments Worldwide Fund N/R | — | — | — | $44K | 0.7% | |
| Fidelity Investments Freedom 2070 K6 N/R 266 * Fidelity Investments FID Low Priced Stock N/R 27 Vanguard Intl Value N/R | — | — | — | $32K | 0.5% | |
| Fidelity Investments Freedom 2050 K6 N/R | — | — | — | $31K | 0.5% | |
| Fidelity Investments Blue Chip Growth Fund N/R | — | — | — | $28K | 0.4% | |
| Thornburg Strategic Income R6 Fund N/R | — | — | — | $5K | <0.1% | |
| Fidelity Investments Freedom 2010 K6 N/R | — | — | — | $5K | <0.1% | |
| American Funds Capital World Growth & Income R6 N/R | — | — | — | $4K | <0.1% | |
| Vanguard Real Estate Index Admin N/R | — | — | — | $3K | <0.1% | |
| Fidelity Investments Freedom 2060 K6 N/R 496 * Fidelity Investments Freedom 2065 K6 N/R | — | — | — | $2K | <0.1% |
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