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Original filing (PDF)20250929135322NAL0012258640001
INDUSTRIAL PHYSICS, INC.
Form 5500
FILING_RECEIVED
INDUSTRIAL PHYSICS, INC. 401(K) PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
135
Accounts w/ balance
139
Plan assets (EOY)
$14.0M
Net assets (EOY)
$14.0M
How this plan invests
This plan
31 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
93
/ 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
80
Participation health
100
Knocking points off
- 38 bps in Schedule C fees — modestly above peer band of 29 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for INDUSTRIAL PHYSICS, INC..
Plan sponsor
Name
INDUSTRIAL PHYSICS, INC.
EIN
46-4945022
Address
100 QUALITY AVE · NEW ALBANY, IN · 47150
Phone
(302) 317-3406
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
2025-09-29
Pension benefit codes
2E · Profit-sharing
3D · Pre-approved plan (master / prototype / VS)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2F · ERISA section 404(c)
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
CARON & BLETZER, PLLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsOther
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MML INVESTORS SERVICES | 04-1590850 | — | NONE | $36K | — |
| THE VANGUARD GROUP, INC. | 23-1945930 | — | NONE | $17K | — |
Investments
31 direct securities· $13.9M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Target Retirement 2035 Fund Vanguard 0 | — | — | — | $2.2M | 16.0% | |
| JPMorgan Large Cap Growth R6 JPMorgan 0 | — | — | — | $2.1M | 15.2% | |
| Vanguard Target Retirement 2030 Fund Vanguard 0 | — | — | — | $1.4M | 10.2% | |
| Vanguard 500 Index Adm Vanguard 0 | — | — | — | $1.4M | 10.1% | |
| Vanguard Target Retirement 2025 Fund Vanguard 0 | — | — | — | $1.2M | 8.7% | |
| Vanguard Target Retirement 2055 Fund Vanguard 0 | — | — | — | $724K | 5.2% | |
| Vanguard Target Retirement 2045 Fund Vanguard 0 | — | — | — | $622K | 4.5% | |
| Vanguard Target Retirement 2050 Fund Vanguard 0 | — | — | — | $591K | 4.2% | |
| Vanguard Target Retirement 2040 Fund Vanguard 0 | — | — | — | $497K | 3.6% | |
| Lord Abbett Core Fixed Income R6 Lord Abbett 0 | — | — | — | $302K | 2.2% | |
| Vanguard Russell 2000 ETF Vanguard 0 | — | — | — | $287K | 2.1% | |
| American Funds EuroPacific Gr R6 American Funds 0 | — | — | — | $278K | 2.0% | |
| Vanguard Treasury Money Market Vanguard 0 | — | — | — | $251K | 1.8% | |
| American Funds American Balanced R6 American Funds 0 | — | — | — | $232K | 1.7% | |
| BlackRock High Yield Portfolio K BlackRock 0 | — | — | — | $222K | 1.6% | |
| Vanguard Mid Cap Index Adm Vanguard 0 | — | — | — | $215K | 1.5% | |
| American Funds New World R6 American Funds 0 | — | — | — | $158K | 1.1% | |
| Vanguard Target Retirement 2020 Fund Vanguard 0 | — | — | — | $149K | 1.1% | |
| Vanguard Target Retirement 2060 Fund Vanguard 0 | — | — | — | $144K | 1.0% | |
| Various Rates and Maturities Participant's Loan Account 0 | — | — | — | $138K | 1.0% | |
| American Funds Fundamental Inv R6 American Funds 0 | — | — | — | $125K | 0.9% | |
| American Funds Cap World Gr & Inc R6 American Funds 0 | — | — | — | $113K | 0.8% | |
| Vanguard Emerging Mkts Stock Idx Adm Vanguard 0 | — | — | — | $90K | 0.6% | |
| Vanguard Target Retirement Income Fund Vanguard 0 | — | — | — | $88K | 0.6% | |
| MFS Value R6 MFS 0 | — | — | — | $71K | 0.5% | |
| Vanguard Target Retirement 2065 Fund Vanguard 0 | — | — | — | $52K | 0.4% | |
| Vanguard Real Estate Index Adm Vanguard 0 | — | — | — | $51K | 0.4% | |
| Vanguard Total Bond Market Index Adm Vanguard 0 | — | — | — | $44K | 0.3% | |
| MFS Emerging Markets Debt R6 MFS 0 | — | — | — | $33K | 0.2% | |
| Vanguard Inflation-Protected Sec Adm Vanguard 0 | — | — | — | $27K | 0.2% | |
| JPMorgan Global Bond Opportunities R6 JPMorgan 0 | — | — | — | $25K | 0.2% |
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