How big is Industrial Builders, Inc.'s plan?

Industrial Builders, Inc.'s plan reported $30.6M in assets and 156 participants for 2024.

Original filing (PDF)20251006091643NAL0001750227001

Industrial Builders, Inc.

Name: Industrial Builders, Inc. — Industrial Builders, Form 5500 (2024)
Creator: Industrial Builders, Inc.
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Industrial Builders, Inc. Retirement Plan

401(k) retirement plan · Industrial Builders, Inc.'s Industrial Builders, Inc. Retirement Plan held $30.6M in plan assets for 156 participants in 2024, with Alerus as recordkeeper.

Signals · 1

Self-directed brokerage offered

Active participants

156

Accounts w/ balance

301

Plan assets (EOY)

$30.6M

Net assets (EOY)

$30.4M

People on this filing

GREG Werlinger signed Industrial Builders, Inc.'s 2024 Form 5500 as plan administrator.

GREG Werlinger — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Industrial Builders, Inc.'s EIN is 45-0235872.

EIN 45-0235872

Plan number 003

Plan year 2024

ACK ID 20251006091643NAL0001750227001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Industrial Builders, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Industrial Builders, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for INDUSTRIAL BUILDERS, INC..

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How this plan invests

This plan

27 securities

funds · stocks · CUSIPs

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

Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool.

Compliance & integrity

100

Total plan cost

Plan health

Vendor & structure

100

Helping the score

High account-holder ratio — balance-holders per active participant in the top 15% of peers (93rd percentile).

Plan sponsor

Name

INDUSTRIAL BUILDERS, INC.

EIN

all filings

Address

PO BOX 406 · FARGO, ND · 58107

Phone

(701) 356-9846

Industry

Construction

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

2025-10-06

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)

Service providers (Schedule C)

1 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
ALERUS FINANCIAL, N.A.	45-6062081	—	NONE	$95K	—

Investments

27 direct securities· $30.4M(99% of reported assets)

Mutual Funds

$18.6M

17 holdings

Other securities

$6.7M

5 holdings

Common Collective Trusts

$2.4M

2 holdings

Cash / Money Market

$2.1M

1 holding

Bonds / Notes

$486K

1 holding

Self-Directed Brokerage

$128K

1 holding

					% of plan
Fidelity Advisor Equity Growth Mutual Fund N/A	Mutual Funds	—	—	$3.1M	10.2%
Vanguard Equity Income - Admiral Mutual Fund N/A	Mutual Funds	—	—	$2.7M	8.7%
AFS EuroPacific Growth Mutual Fund N/A	Other securities	—	—	$2.2M	7.3%
Dodge & Cox Income Fund Mutual Fund N/A	Mutual Funds	—	—	$2.2M	7.3%
Alerus MMKT for Participant Accounts Money Market Mutual Fund N/A	Cash / Money Market	—	—	$2.1M	6.9%
Vanguard Bond Index Fund Mutual Fund N/A	Common Collective Trusts	—	—	$2.0M	6.7%
Vanguard Target Retirement 2055 Mutual Fund N/A	Mutual Funds	—	—	$2.0M	6.7%
Vanguard Target Retirement 2045 Mutual Fund N/A	Mutual Funds	—	—	$2.0M	6.5%
Vanguard Small Cap Growth Index Mutual Fund N/A	Mutual Funds	—	—	$1.4M	4.7%
JP Morgan Mid Cap Growth R6 Mutual Fund N/A	Other securities	—	—	$1.4M	4.5%
Dimensional DFA US Targeted Value I Mutual Fund N/A	Mutual Funds	—	—	$1.4M	4.4%
American Balanced American Balanced R6 Mutual Fund N/A	Other securities	—	—	$1.4M	4.4%
MFS Mid Cap Value Mutual Fund N/A	Mutual Funds	—	—	$1.3M	4.1%
Vanguard Target Retirement 2035 Mutual Fund N/A	Mutual Funds	—	—	$1.0M	3.3%
Federated High Yield Bond Mutual Fund N/A	Other securities	—	—	$950K	3.1%
Cohen & Steers Realty Shares I Mutual Fund N/A	Other securities	—	—	$761K	2.5%
Vanguard Target Retirement 2025 Mutual Fund N/A	Mutual Funds	—	—	$660K	2.2%
Notes receivable from participants Maturing 2025 - 2033 at interest rates of 4.25% - 9.50% -	Bonds / Notes	—	—	$486K	1.6%
Fidelity 500 Index Fund Mutual Fund N/A	Common Collective Trusts	—	—	$316K	1.0%
Vanguard Target Retirement 2065 Mutual Fund N/A	Mutual Funds	—	—	$247K	0.8%
Vanguard Target Retirement 2060 Mutual Fund N/A	Mutual Funds	—	—	$201K	0.7%
Vanguard Target Retirement 2040 Mutual Fund N/A	Mutual Funds	—	—	$144K	0.5%
Schwab Personal Choice Retirement Account Self-Directed Brokerage N/A	Self-Directed Brokerage	—	—	$128K	0.4%
Vanguard Target Retirement 2030 Mutual Fund N/A	Mutual Funds	—	—	$98K	0.3%
Vanguard Target Retirement 2050 Mutual Fund N/A	Mutual Funds	—	—	$78K	0.3%
Vanguard Target Retirement 2070 Mutual Fund N/A	Mutual Funds	—	—	$66K	0.2%
Vanguard Target Retirement Income Mutual Fund N/A	Mutual Funds	—	—	$53K	0.2%