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Original filing (PDF)20251017090418NAL0003911379001
INLAND TECHNOLOGIES INTERNATIONAL LIMITED
Form 5500
FILING_RECEIVED
INLAND TECHNOLOGIES INTERNATIONAL LIMITED 401(K) PLAN
401(k) retirement plan
Active participants
874
Accounts w/ balance
229
Plan assets (EOY)
$11.9M
Net assets (EOY)
$11.9M
How this plan invests
This plan
1 pooled trust
Schedule D
29 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
95
/ 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
65
Knocking points off
- Only 26% as many balances as active participants — suggests many active employees aren't deferring.
Helping the score
- Below-peer total fees (16 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for INLAND TECHNOLOGIES INTERNATIONAL LIMITED.
Plan sponsor
Name
INLAND TECHNOLOGIES INTERNATIONAL LIMITED
EIN
41-1891275
Address
—
Phone
(902) 895-6346
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
2025-10-17
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)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
BDMP ASSURANCE LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| JPMORGAN INVEST HOLDINGS LLC | 13-2624428 | — | RECORDKEEPER | $15K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $4K | — |
Investments
28 direct securities · 1 pooled fund· $12.3M(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
Uncategorized
$11.7M
28 holdings
Common Collective Trust
$579K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| JP Morgan Smart Retirement 2040 R6 | — | — | — | $1.9M | 16.3% | |
| JP Morgan Smart Retirement 2025 R6 | — | — | — | $1.3M | 10.6% | |
| JP Morgan Smart Retirement 2045 R6 | — | — | — | $1.2M | 10.3% | |
| Schwab S&P 500 Index | — | — | — | $1.0M | 8.4% | |
| JP Morgan Smart Retirement 2050 R6 | — | — | — | $764K | 6.4% | |
| JP Morgan Smart Retirement 2030 R6 | — | — | — | $642K | 5.4% | |
| PUTNAM STABLE VALUE FUND PUTNAM INVESTMENTS · EIN 04-3159710 / PN 001 | Common Collective Trust | — | — | $579K | 4.9% | |
| JP Morgan Smart Retirement 2055 R6 | — | — | — | $571K | 4.8% | |
| Clearbridge Large Cap Growth IS | — | — | — | $566K | 4.8% | |
| JP Morgan Smart Retirement 2035 R6 | — | — | — | $517K | 4.3% | |
| maturities through 2029 - 0 - | — | — | — | $404K | 3.4% | |
| PARTICIPANT LOANS VARIOUS | — | — | $403K | $404K | 3.4% | |
| Janus Henderson Triton N | — | — | — | $305K | 2.6% | |
| John Hancock International Growth R6 | — | — | — | $259K | 2.2% | |
| T. Rowe Price Spectrum Mod Grwth Allc I | — | — | — | $226K | 1.9% | |
| JP Morgan US Government MMKT Instl ** 308 MassMutual Select Mid Cap Growth I | — | — | — | $221K | 1.9% | |
| JP Morgan Smart Retirement 2020 R6 | — | — | — | $218K | 1.8% | |
| Pioneer Bond K | — | — | — | $169K | 1.4% | |
| Fidelity Mid Cap Index | — | — | — | $168K | 1.4% | |
| Fidelity Small Cap Index | — | — | — | $138K | 1.2% | |
| JP Morgan Smart Retirement 2065 R6 ** 32 * JP Morgan Smart Retirement Income R6 | — | — | — | $120K | 1.0% | |
| Columbia Overseas Value Instl 3 | — | — | — | $119K | 1.0% | |
| JP Morgan Smart Retirement 2060 R6 | — | — | — | $109K | 0.9% | |
| Vanguard Wellesley Income Adm | — | — | — | $108K | 0.9% | |
| T. Rowe Price Capital Appreciation | — | — | — | $85K | 0.7% | |
| MFS Value R6 | — | — | — | $80K | 0.7% | |
| Janus Henderson Small Cap Value I | — | — | — | $64K | 0.5% | |
| Wells Fargo Spec Md Cp Val R6 | — | — | — | $44K | 0.4% | |
| John Hancock Income R6 | — | — | — | $16K | 0.1% |
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