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Original filing (PDF)20250903162925NAL0026228640001
INDEVCO NORTH AMERICA, INC.
Form 5500
FILING_RECEIVED
INDEVCO NORTH AMERICA, INC. 401(K) PLAN
401(k) retirement plan
Active participants
248
Accounts w/ balance
267
Plan assets (EOY)
$8.8M
Net assets (EOY)
$8.8M
How this plan invests
This plan
4 pooled trusts
Schedule D
25 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
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for INDEVCO NORTH AMERICA, INC..
Plan sponsor
Name
INDEVCO NORTH AMERICA, INC.
EIN
46-3100374
Address
10351 VERDON ROAD · DOSWELL, VA · 230471600
Phone
(585) 943-8025
Industry
Manufacturingsee 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
2025-09-03
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
COULTER & JUSTUS, P.C.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORDKEEPER | $16K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WILMINGTON TRUST, NATIONAL ASSOCIAT | 16-1486454 | — | INVESTMENT ADVISORY | $15K | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $12K | — |
Investments
24 direct securities · 4 pooled funds· $9.8M(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
$8.8M
24 holdings
Pooled Separate Account
$1.0M
3 holdings
Common Collective Trust
$0
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Principal Life Insurance Company Principal Fixed Income Guaranteed Option (1) | — | — | — | $2.0M | 23.1% | |
| JP Morgan JPMorgan Large Cap Growth Fund (1) | — | — | — | $873K | 10.0% | |
| (1) Separate Account - Z | — | — | — | $827K | 9.4% | |
| PRIN CORE FIX INC SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 118 | Pooled Separate Account | — | — | $827K | 9.4% | |
| Franklin Templeton Investments Putnam Large Cap Value Fund (1) | — | — | — | $760K | 8.7% | |
| Fidelity 500 Index Fund (1) | — | — | — | $607K | 6.9% | |
| Fidelity US Bond Index (1) | — | — | — | $507K | 5.8% | |
| PGIM Investments PGIM Total Return Bond Fund (1) | — | — | — | $444K | 5.1% | |
| MFS Investment Management MFS Institutional Trust-MFS International Equity Fund (1) | — | — | — | $436K | 5.0% | |
| American Funds New World Fund Inc (1) | — | — | — | $431K | 4.9% | |
| Fidelity International Index Fund (1) | — | — | — | $391K | 4.5% | |
| Participant notes receivable Loans bearing interest at rates ranging from 4.25% to 9.5%, to be repaid through 2029 - | — | — | — | $273K | 3.1% | |
| Fidelity Mid Cap Index Fund (1) | — | — | — | $213K | 2.4% | |
| Fidelity Small Cap Index Fund (1) | — | — | — | $202K | 2.3% | |
| MFS Investment Management MFS Mid Cap Value Fund (1) | — | — | — | $202K | 2.3% | |
| Principal Life Insurance Company Vaughan Nelson/H&W - Principal SmallCap Value II (1) Separate Account-Z | — | — | — | $194K | 2.2% | |
| PRIN SMCAP VALUE II SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 096 | Pooled Separate Account | — | — | $194K | 2.2% | |
| Blackrock Mid-Cap Growth Equity Portfolio (1) | — | — | — | $147K | 1.7% | |
| American Century Investments American Century Small Cap Growth Fund (1) | — | — | — | $145K | 1.6% | |
| American Funds American Funds 2030 Target Date Retirement Fund (1) | — | — | — | $44K | 0.5% | |
| American Funds American Funds 2010 Target Date Retirement Fund (1) | — | — | — | $15K | 0.2% | |
| (E) | — | — | — | $13K | 0.1% | |
| PRIN REAL ESTATE SECS SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 095 | Pooled Separate Account | — | — | $13K | 0.1% | |
| American Funds American Funds 2025 Target Date Retirement Fund (1) | — | — | — | $7K | <0.1% | |
| American Funds American Funds 2040 Target Date Retirement Fund (1) | — | — | — | $3K | <0.1% | |
| American Funds American Funds 2035 Target Date Retirement Fund (1) | — | — | — | $3K | <0.1% | |
| American Funds American Funds 2020 Target Date Retirement Fund (1) | — | — | — | $2K | <0.1% | |
| PUTNAM STABLE VALUE 25 PUTNAM FIDUCIARY TRUST COMPANY · EIN 04-3159710 / PN 202 | Common Collective Trust | — | — | $0 | <0.1% |