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Original filing (PDF)20250821132502NAL0007320496001
INDOFF, LLC
Form 5500
FILING_RECEIVED
INDOFF, LLC RETIREMENT SAVINGS PLAN
401(k) retirement plan
Active participants
298
Accounts w/ balance
374
Plan assets (EOY)
$39.4M
Net assets (EOY)
$39.4M
How this plan invests
This plan
17 pooled trusts
Schedule D
17 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 (2 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for INDOFF, LLC.
Plan sponsor
Name
INDOFF, LLC
EIN
43-0964848
Address
11816 LACKLAND ROAD · SAINT LOUIS, MO · 63146
Phone
(314) 997-1122
Industry
Wholesale Tradesee 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
2025-08-21
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)
3B · Covers self-employed individuals
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
KIEFER BONFANTI & CO. LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $4K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $4K | — |
Investments
17 pooled funds· $32.3M(82% 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.
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| FIDELITY CONTRAFUND FIDELITY INVESTMENTS · EIN 04-1590850 / PN 000 | Pooled Separate Account | — | — | $4.4M | 11.1% | |
| MM SANDP 500(R) INDEX R5 MASSMUTUAL · EIN 04-1590850 / PN 000 | Pooled Separate Account | — | — | $3.8M | 9.7% | |
| MASSMUTUAL BLUE CHIP GROWTH SVC MASSMUTUAL · EIN 04-1590850 / PN 000 | Pooled Separate Account | — | — | $3.5M | 9.0% | |
| MASSMUTUAL RETIRESMART BY JPM 2030 MASSMUTUAL · EIN 90-0779283 / PN 000 | Pooled Separate Account | — | — | $3.0M | 7.6% | |
| MASSMUTUAL RETIRESMART BY JPM 2020 MASSMUTUAL · EIN 90-0779283 / PN 000 | Pooled Separate Account | — | — | $2.5M | 6.3% | |
| MASSMUTUAL CORE BOND R5 MASSMUTUAL · EIN 04-1590850 / PN 000 | Pooled Separate Account | — | — | $2.2M | 5.5% | |
| MASSMUTUAL RETIRESMART BY JPM 2050 MASSMUTUAL · EIN 90-0779283 / PN 000 | Pooled Separate Account | — | — | $2.0M | 5.1% | |
| MASSMUTUAL RETIRESMART BY JPM 2040 MASSMUTUAL · EIN 90-0779283 / PN 000 | Pooled Separate Account | — | — | $1.7M | 4.4% | |
| MASS MUTUAL DIVERSIFIED R5 MASSMUTUAL · EIN 04-1590850 / PN 000 | Pooled Separate Account | — | — | $1.6M | 4.1% | |
| MASSMUTUAL MID CAP GROWTH SVC MASSMUTUAL · EIN 04-1590850 / PN 000 | Pooled Separate Account | — | — | $1.4M | 3.5% | |
| MASSMUTUAL EQUITY OPPORTS R5 MASSMUTUAL · EIN 04-1590850 / PN 000 | Pooled Separate Account | — | — | $1.1M | 2.8% | |
| NORTHERN SMALL CAP VALUE NORTHERN FUNDS · EIN 90-0779283 / PN 000 | Pooled Separate Account | — | — | $994K | 2.5% | |
| MASSMUTUAL SMALL CAP GR EQ R5 MASSMUTUAL · EIN 04-1590850 / PN 000 | Pooled Separate Account | — | — | $979K | 2.5% | |
| MASSMUTUAL OVERSEAS R5 MASSMUTUAL · EIN 04-1590850 / PN 000 | Pooled Separate Account | — | — | $940K | 2.4% | |
| MASSMUTUAL INTERNATIONAL EQ R5 MASSMUTUAL · EIN 04-1590850 / PN 000 | Pooled Separate Account | — | — | $779K | 2.0% | |
| MASSMUTUAL RETIRESMART BY JPM IN RE MASSMUTUAL · EIN 90-0779283 / PN 000 | Pooled Separate Account | — | — | $746K | 1.9% | |
| VICTORY SYCAMORE ESTABLISHED VALUE VICTORY CAPITAL · EIN 90-0779283 / PN 000 | Pooled Separate Account | — | — | $709K | 1.8% |