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Original filing (PDF)20251015072233NAL0008119970001
INTEGRATED SUPPLY NETWORK, LLC
Form 5500
FILING_RECEIVED
INTEGRATED SUPPLY NETWORK RETIREMENT PLAN
401(k) retirement plan
Active participants
403
Accounts w/ balance
488
Plan assets (EOY)
$26.6M
Net assets (EOY)
$26.6M
How this plan invests
This plan
1 pooled trust
Schedule D
34 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
91
/ 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
65
Vendor stack
100
Participation health
100
Knocking points off
- 54 bps in Schedule C fees — 87% above peer band of 29 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for INTEGRATED SUPPLY NETWORK, LLC.
Plan sponsor
Name
INTEGRATED SUPPLY NETWORK, LLC
EIN
45-2675571
Address
2727 INTERSTATE DRIVE · LAKELAND, FL · 33805
Phone
(863) 603-0777
Industry
Transportation & Warehousingsee all
Plan administrator
Name
BENEFIT SOLUTIONS, ETC.
EIN
81-3186048
City
DAYTON, OH
Phone
(800) 559-3119
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-15
Pension benefit codes
2E · Profit-sharing
2J · 401(k) feature
2K · 401(m) arrangement
2F · ERISA section 404(c)
2G · Total participant-directed accounts
3D · Pre-approved plan (master / prototype / VS)
2S · Automatic enrollment
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
ASSURANCE DIMENSIONS
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INS CO OF AMERICA | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $47K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PNC BANK | — | CLEVELAND, OH | INVESTMENT ADVISOR | $56K | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BENEFIT SOLUTIONS, ETC. LTD. | — | DAYTON, OH | CONTRACT ADMIN | $24K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGR | $17K | — |
Investments
33 direct securities · 1 pooled fund· $26.6M(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
$26.5M
33 holdings
Common Collective Trust
$39K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| VANGUARD 500 INDEX ADMIRAL | — | — | — | $4.1M | 15.3% | |
| MFS TOTAL RETURN R6 | — | — | — | $2.3M | 8.7% | |
| AMERICAN FUNDS 2020 TRGT DATE RETIRE R6 | — | — | — | $1.7M | 6.3% | |
| AMERICAN FUNDS 2040 TRGT DATE RETIRE R6 | — | — | — | $1.7M | 6.3% | |
| MFS MASSACHUSETTS INVESTORS GR STK R6 | — | — | — | $1.4M | 5.4% | |
| AMERICAN FUNDS 2045 TRGT DATE RETIRE R6 | — | — | — | $1.4M | 5.2% | |
| COLUMBIA SMALL CAP VALUE FUND II INSTL 3 | — | — | — | $1.2M | 4.5% | |
| (iii) Fixed income annuity contract * KEY GUARANTEED PORTFOLIO FUND | — | — | — | $1.1M | 4.3% | |
| JPMORGAN MID CAP GROWTH R6 | — | — | — | $1.1M | 4.2% | |
| VANGUARD MID CAP INDEX FUND - ADMIRAL | — | — | — | $1.1M | 4.2% | |
| AMERICAN FUNDS 2025 TRGT DATE RETIRE R6 | — | — | — | $1.1M | 4.1% | |
| AMERICAN FUNDS 2030 TRGT DATE RETIRE R6 | — | — | — | $1.0M | 3.9% | |
| AMERICAN FUNDS 2050 TRGT DATE RETIRE R6 | — | — | — | $1.0M | 3.8% | |
| VANGUARD TOTAL INTL STOCK INDEX ADMIRAL | — | — | — | $994K | 3.7% | |
| AMERICAN CENTURY SMALL CAP GROWTH R6 | — | — | — | $783K | 2.9% | |
| AMERICAN FUNDS 2035 TRGT DATE RETIRE R6 | — | — | — | $758K | 2.9% | |
| AMERICAN FUNDS 2055 TRGT DATE RETIRE R6 | — | — | — | $710K | 2.7% | |
| AMERICAN FUNDS 2060 TRGT DATE RETIRE R6 | — | — | — | $495K | 1.9% | |
| NOTES RECEIVABLE FROM PARTICIPANTS (4.25%-9.50%) | — | — | — | $411K | 1.5% | |
| ALLSPRING CORE BOND R6 | — | — | — | $345K | 1.3% | |
| VANGUARD SMALL CAP INDEX ADM | — | — | — | $339K | 1.3% | |
| VANGUARD TOTAL BOND MARKET INDEX ADMIRAL | — | — | — | $331K | 1.2% | |
| ALLSPRING SPECIAL MID CAP VALUE R6 | — | — | — | $201K | 0.8% | |
| VANGUARD INFLATION-PROTECTED SECS ADM | — | — | — | $187K | 0.7% | |
| AMERICAN FUNDS 2065 TRGT DATE RETIRE R6 | — | — | — | $152K | 0.6% | |
| VANGUARD INTERNATIONAL VALUE PORTFOLIO | — | — | — | $104K | 0.4% | |
| JPMORGAN EQUITY INCOME R6 | — | — | — | $93K | 0.3% | |
| AB GLOBAL BOND Z | — | — | — | $86K | 0.3% | |
| AMERICAN FUNDS 2010 TRGT DATE RETIRE R6 | — | — | — | $63K | 0.2% | |
| JPMORGAN EMERGING MARKETS EQUITY R6 | — | — | — | $61K | 0.2% | |
| MFS VALUE R6 | — | — | — | $52K | 0.2% | |
| PIMCO COMMODITY REAL RET STRAT INSTL | — | — | — | $48K | 0.2% | |
| PGIM HIGH-YIELD R6 | — | — | — | $41K | 0.2% | |
| PGI CIT US REAL ESTATE SECS CIT TIE PRINCIPAL COLLECTIVE TRUST FUNDS · EIN 82-2725212 / PN 001 | Common Collective Trust | — | — | $39K | 0.1% |