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Original filing (PDF)20251005175223NAL0001536739001

IDC GROUP, INC.

Form 5500
FILING_RECEIVED
IDC GROUP, INC. 401(K) PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
184
Accounts w/ balance
322
Plan assets (EOY)
$14.1M
Net assets (EOY)
$14.1M
How this plan invests
This plan
1 pooled trust
Schedule D
23 securities
funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score (directional)
93
/ 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
80
Vendor stack
80
Participation health
100
Knocking points off
  • 42 bps in Schedule C fees — modestly above peer band of 29 bps.
  • No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for IDC GROUP, INC..
Plan sponsor
Name
IDC GROUP, INC.
EIN
41-1239993
Address
9385 HOLLY STREET NW · COON RAPIDS, MN · 55433
Phone
(763) 398-8263
Industry
Constructionsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
003
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-05
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
CLIFTONLARSONALLEN LLP
Trustee / custodian
Trustee phone

Service providers (Schedule C)

1 rows
Other
1
NameEINLocationRelationDirect compIndirect comp
STANCORP FINANCIAL GROUP93-1253576NONE$59K

Investments

23 direct securities · 1 pooled fund· $27.2M(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
$14.1M
23 holdings
Pooled Separate Account
$13.2M
1 holding
PIInvestmentTypeShares / unitsCostCurrent value% of plan
MASTER SEPARATE ACCOUNT
MINNESOTA LIFE INSURANCE COMPANY · EIN 41-0417830 / PN 900
Pooled Separate Account
$13.2M93.6%
Standard JPMorgan Large Cap Growth$2.5M18.0%
Standard Invesco ComStock Fund$1.8M13.0%
Standard Hood River Small Cap Growth Institutional$1.3M9.3%
Standard Vanguard Interim Bond Index Admiral$973K6.9%
Standard Dodge & Cox International Stock Fund$849K6.0%
Standard Fidelity Large Cap Growth Idx$836K5.9%
Standard Fidelity Adv Intl Cap Appr I$826K5.9%
Standard Wells Fargo Special Small Cap Value$609K4.3%
Standard Vanguard Lifestrategy Moderate Growth$594K4.2%
Standard General Account$551K3.9%
Standard Advantus S&P 500 Index$513K3.6%
Standard American Funds Cap World Bond R6$408K2.9%
Standard Fidelity Adv Total Bond I$377K2.7%
Participants Participant Loans Rates from 4.25% to 9.50% -$344K2.4%
Standard Vanguard Lifestrategy Growth$311K2.2%
Standard MFS Mid Cap Growth$282K2.0%
Standard Fidelity Real Estate Index Fund$282K2.0%
Standard TIAA-CREF International Equity Index Instl$240K1.7%
Standard T. Rowe Price Small Cap Stock$219K1.6%
Standard MFS Mid Cap Value R3 401 * Standard Putnam Large Cap Value Y$98K0.7%
Standard Thornburg Strategic Income R5$53K0.4%
Standard Vanguard Lifestrategy Conservative Growth$28K0.2%
Standard Vanguard Extended Market Adm$1K<0.1%

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