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Original filing (PDF)20251015063527NAL0008349666001
INDUSTRIAL SERVICE SOLUTIONS
Form 5500
FILING_RECEIVED
INDUSTRIAL SERVICE SOLUTIONS 401(K) PLAN
401(k) retirement plan
Active participants
1,787
Accounts w/ balance
2,667
Plan assets (EOY)
$66.0M
Net assets (EOY)
$66.0M
How this plan invests
This plan
25 pooled trusts
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
80
Vendor stack
100
Participation health
100
Knocking points off
- 24 bps in Schedule C fees — modestly above peer band of 16 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for INDUSTRIAL SERVICE SOLUTIONS.
Plan sponsor
Name
INDUSTRIAL SERVICE SOLUTIONS
EIN
45-4610801
Address
840 GESSNER ROAD · SUITE 950 · HOUSTON, TX · 77024
Phone
(281) 819-2003
Industry
Other Services (ex. Public Admin)see 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
2025-10-15
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
ARMANINO LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $121K | — |
| ADP BROKER-DEALER | 22-3319984 | — | RECORD KEEPER | $0 | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MONETA GROUP LLC | 20-1903821 | — | INVESTMENT/FINANCIAL ADVI | $35K | — |
Investments
16 direct securities · 25 pooled funds· $64.1M(97% 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.
Common Collective Trust
$38.6M
25 holdings
Registered Investment Companies
$25.5M
16 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| SCHWAB IDX RETIREMENT 2025 IV CHARLES SCHWAB BANK · EIN 81-0625169 / PN 014 | Common Collective Trust | — | — | $7.3M | 11.0% | |
| FID 500 IND | Registered Investment Companies | — | — | $5.5M | 8.4% | |
| SCHWAB IDX RETIREMENT 2030 IV CHARLES SCHWAB BANK · EIN 81-0625169 / PN 015 | Common Collective Trust | — | — | $5.0M | 7.6% | |
| DODGE & COX STOCKFUND X | Registered Investment Companies | — | — | $4.9M | 7.5% | |
| SCHWAB IDX RETIREMENT 2035 IV CHARLES SCHWAB BANK · EIN 81-0625169 / PN 016 | Common Collective Trust | — | — | $4.8M | 7.3% | |
| AMF GROWTH FUND OF AMERICA R6 | Registered Investment Companies | — | — | $4.5M | 6.8% | |
| SCHWAB IDX RETIREMENT 2040 IV CHARLES SCHWAB BANK · EIN 81-0625169 / PN 017 | Common Collective Trust | — | — | $4.1M | 6.2% | |
| SCHWAB IDX RETIREMENT 2045 IV CHARLES SCHWAB BANK · EIN 81-0625169 / PN 018 | Common Collective Trust | — | — | $3.9M | 6.0% | |
| SCHWAB IDX RETIREMENT 2050 IV CHARLES SCHWAB BANK · EIN 81-0625169 / PN 019 | Common Collective Trust | — | — | $3.8M | 5.8% | |
| TRP INTEGRATED US SC GR EQ I | Registered Investment Companies | — | — | $2.9M | 4.4% | |
| GALLIARD STABLE RETURN FUND C WELLS FARGO BANK, N.A. · EIN 52-2250946 / PN 001 | Common Collective Trust | — | — | $2.2M | 3.3% | |
| SCHWAB IDX RETIREMENT 2060 IV CHARLES SCHWAB BANK · EIN 81-0625169 / PN 023 | Common Collective Trust | — | — | $2.0M | 3.1% | |
| SCHWAB IDX RETIREMENT 2055 IV CHARLES SCHWAB BANK · EIN 81-0625169 / PN 021 | Common Collective Trust | — | — | $2.0M | 3.0% | |
| NEUBERGER BERMAN CORE BND INST | Registered Investment Companies | — | — | $1.9M | 2.9% | |
| SCHWAB IDX RETIREMENT 2010 IV CHARLES SCHWABB BANK · EIN 81-0625169 / PN 011 | Common Collective Trust | — | — | $1.5M | 2.3% | |
| MACQUARIE MID CAP GROWTH INST | Registered Investment Companies | — | — | $1.5M | 2.3% | |
| AMER BEACON SMCP VAL R5 | Registered Investment Companies | — | — | $1.3M | 2.0% | |
| SCHWAB IDX RETIREMENT 2020 IV CHARLES SCHWAB BANK · EIN 81-0625169 / PN 013 | Common Collective Trust | — | — | $1.2M | 1.9% | |
| AMERICAN FUNDS EUROPAC GRO- R6 | Registered Investment Companies | — | — | $1.1M | 1.7% | |
| SCHWAB IDX RETIREMENT 2065 IV CHARLES SCHWAB BANK · EIN 81-0625169 / PN 025 | Common Collective Trust | — | — | $663K | 1.0% | |
| FID MID CAP INDEX | Registered Investment Companies | — | — | $362K | 0.5% | |
| FID SMALL CAP INDEX | Registered Investment Companies | — | — | $325K | 0.5% | |
| FID INTTRS BOND INDEX | Registered Investment Companies | — | — | $263K | 0.4% | |
| JPMORGAN MID CAP VALUE FUND R6 | Registered Investment Companies | — | — | $203K | 0.3% | |
| FID INTERNATIONAL INDEX | Registered Investment Companies | — | — | $197K | 0.3% | |
| FID INFL-P BD IDX | Registered Investment Companies | — | — | $191K | 0.3% | |
| FID EMERGING MARKETS INDEX | Registered Investment Companies | — | — | $97K | 0.1% | |
| ISHARES DEVELOPED RE INDEX K | Registered Investment Companies | — | — | $82K | 0.1% | |
| SCHWAB IDX RETIREMENT 2015 IV CHARLES SCHWAB BANK · EIN 81-0625169 / PN 012 | Common Collective Trust | — | — | $77K | 0.1% | |
| SCHWAB INDEX RETIREMENT 2035 I CHARLES SCHWAB BANK · EIN 81-0625169 / PN 016 | Common Collective Trust | — | — | $0 | <0.1% | |
| SCHWAB INDEX RETIREMENT 2040 I CHARLES SCHWAB BANK · EIN 81-0625169 / PN 017 | Common Collective Trust | — | — | $0 | <0.1% | |
| SCHWAB INDEX RETIREMENT 2015 I CHARLES SCHWAB BANK · EIN 81-0625169 / PN 012 | Common Collective Trust | — | — | $0 | <0.1% | |
| SCHWAB INDEX RETIREMENT 2045 I CHARLES SCHWAB BANK · EIN 81-0625169 / PN 018 | Common Collective Trust | — | — | $0 | <0.1% | |
| SCHWAB INDEX RETIREMENT 2050 I CHARLES SCHWAB BANK · EIN 81-0625169 / PN 019 | Common Collective Trust | — | — | $0 | <0.1% | |
| SCHWAB INDEX RETIREMENT 2030 I CHARLES SCHWAB BANK · EIN 81-0625169 / PN 015 | Common Collective Trust | — | — | $0 | <0.1% | |
| SCHWAB INDEX RETIREMENT 2055 I CHARLES SCHWAB BANK · EIN 81-0625169 / PN 021 | Common Collective Trust | — | — | $0 | <0.1% | |
| SCHWAB INDEX RETIREMENT 2025 I CHARLES SCHWAB BANK · EIN 81-0625169 / PN 014 | Common Collective Trust | — | — | $0 | <0.1% | |
| SCHWAB INDEX RETIREMENT 2020 I CHARLES SCHWAB BANK · EIN 81-0625169 / PN 013 | Common Collective Trust | — | — | $0 | <0.1% | |
| SCHWAB INDEX RETIREMENT 2060 I CHARLES SCHWAB BANK · EIN 81-0625169 / PN 023 | Common Collective Trust | — | — | $0 | <0.1% | |
| SCHWAB INDEX RETIREMENT 2010 I CHARLES SCHWAB BANK · EIN 81-0625169 / PN 011 | Common Collective Trust | — | — | $0 | <0.1% | |
| SCHWAB INDEXED RETIREMENT 2065 CHARLES SCHWAB BANK · EIN 81-0625169 / PN 025 | Common Collective Trust | — | — | $0 | <0.1% |
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