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Original filing (PDF)20251013134633NAL0000670387001
INW MANUFACTURING, LLC
Form 5500
FILING_RECEIVED
INW MANUFACTURING 401(K) PLAN
401(k) retirement plan
Active participants
1,515
Accounts w/ balance
1,144
Plan assets (EOY)
$33.7M
Net assets (EOY)
$33.7M
How this plan invests
This plan
7 pooled trusts
Schedule D
33 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 INW MANUFACTURING, LLC.
Plan sponsor
Name
INW MANUFACTURING, LLC
EIN
46-4276771
Address
310 PARK LANE · FARMINGTON, UT · 84025
Phone
(801) 344-6568
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
2025-10-13
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)
3B · Covers self-employed individuals
3H · Sponsor in controlled / affiliated group
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
HBME, LLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $64K | — |
Advisor / Consultant
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRIME CAPITAL INVESTMENT ADVISORS | 82-1364595 | — | ADVISOR | $39K | — |
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $5K | — |
Investments
26 direct securities · 7 pooled funds· $32.7M(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.
Uncategorized
$25.6M
26 holdings
Common Collective Trust
$7.1M
7 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| FID FREEDOM 2035 K6 Mutual Fund N/A | — | — | — | $3.9M | 11.6% | |
| FID FREEDOM 2040 K6 Mutual Fund N/A | — | — | — | $3.2M | 9.5% | |
| FID FREEDOM 2045 K6 Mutual Fund N/A | — | — | — | $3.0M | 9.0% | |
| FIT BALANCED C COMERICA BANK & TRUST · EIN 47-6652256 / PN 001 | Common Collective Trust | — | — | $2.3M | 6.8% | |
| FID FREEDOM 2055 K6 Mutual Fund N/A | — | — | — | $2.2M | 6.6% | |
| FID FREEDOM 2050 K6 Mutual Fund N/A | — | — | — | $2.1M | 6.1% | |
| FID FREEDOM 2025 K6 Mutual Fund N/A | — | — | — | $1.9M | 5.8% | |
| FID 500 INDEX Mutual Fund N/A | — | — | — | $1.9M | 5.7% | |
| FIT GROWTH C COMERICA BANK & TRUST · EIN 47-6649174 / PN 001 | Common Collective Trust | — | — | $1.8M | 5.4% | |
| FID FREEDOM 2030 K6 Mutual Fund N/A | — | — | — | $1.8M | 5.3% | |
| FID LG CAP GR IDX Mutual Fund N/A | — | — | — | $1.1M | 3.4% | |
| FID FREEDOM 2060 K6 Mutual Fund N/A | — | — | — | $1.1M | 3.3% | |
| PUTNAM STABLE VALUE PUTNAM FIDUCIARY TRUST COMPANY · EIN 04-3159710 / PN 202 | Common Collective Trust | — | — | $1.0M | 3.0% | |
| FIT MOD CONSRV C COMERICA BANK & TRUST · EIN 47-6655437 / PN 001 | Common Collective Trust | — | — | $904K | 2.7% | |
| FIT AGGRESSIVE C COMERICA BANK & TRUST · EIN 47-6646422 / PN 001 | Common Collective Trust | — | — | $598K | 1.8% | |
| FID MID CAP IDX Mutual Fund N/A | — | — | — | $453K | 1.3% | |
| FIT CONSERVATIVE C COMERICA BANK & TRUST · EIN 47-6658632 / PN 001 | Common Collective Trust | — | — | $418K | 1.2% | |
| FID FREEDOM 2065 K6 Mutual Fund N/A | — | — | — | $388K | 1.1% | |
| AF AMER MUTUAL R6 Mutual Fund N/A | — | — | — | $386K | 1.1% | |
| FID TOTAL BOND K6 Mutual Fund N/A | — | — | — | $343K | 1.0% | |
| FT BEHAV SM-CPEQ R6 Mutual Fund N/A | — | — | — | $315K | 0.9% | |
| FID FREEDOM 2020 K6 Mutual Fund N/A | — | — | — | $314K | 0.9% | |
| FT BEHAV SM-CP GR R6 Mutual Fund N/A | — | — | — | $256K | 0.8% | |
| FID STRATEGIC INCOME Mutual Fund N/A | — | — | — | $243K | 0.7% | |
| MFS INTL DIVRSN R6 Mutual Fund N/A | — | — | — | $179K | 0.5% | |
| FID INTL INDEX Mutual Fund N/A | — | — | — | $150K | 0.4% | |
| FID EMERGING MKTS K Mutual Fund N/A | — | — | — | $98K | 0.3% | |
| FID FREEDOM 2015 K6 Mutual Fund N/A | — | — | — | $79K | 0.2% | |
| FID INTL CAP APPR K6 Mutual Fund N/A | — | — | — | $36K | 0.1% | |
| C&S US REALTY F SEI TRUST COMPANY · EIN 46-3411346 / PN 064 | Common Collective Trust | — | — | $30K | <0.1% | |
| FID FREEDOM 2010 K6 Mutual Fund N/A | — | — | — | $23K | <0.1% | |
| FID GOVT MMKT K6 Mutual Fund N/A | — | — | — | $10K | <0.1% | |
| FID FREEDOM INC K6 Mutual Fund N/A | — | — | — | $4K | <0.1% |