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Original filing (PDF)20260209091119NAL0001056497001
INDEPENDENT TECHNOLOGIES, LLC
Form 5500
FILING_RECEIVED
ANOVA 401(K) PLAN
401(k) retirement plan
Signals · 2
Late filing · 2.8 mo30% in single holding
Active participants
87
Accounts w/ balance
143
Plan assets (EOY)
$7.7M
Net assets (EOY)
$7.7M
How this plan invests
This plan
1 pooled trust
Schedule D
26 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
94
/ 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
89
Concentration risk
85
Total plan cost
100
Vendor stack
100
Participation health
100
Knocking points off
- Filed 2.8 months past the 10.5-month grace window.
- Top holding "TROWE PRICE ALLCAP OPPS I" is 30% of plan.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for INDEPENDENT TECHNOLOGIES, LLC.
Plan sponsor
Name
INDEPENDENT TECHNOLOGIES, LLC
EIN
47-0685933
Address
1960 RIDGEVIEW ROAD · BLAIR, NE · 68008
Phone
(402) 687-3852
Industry
Manufacturingsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2026-02-09
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)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
EIDE BAILLY 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 | $20K | — |
| ADP BROKER-DEALER | 22-3319984 | — | RECORD KEEPER | $0 | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SILVERSTONE ASSET MANAGEMENT, INC. | 20-1113894 | — | INVESTMENT/FINANCIAL ADVI | $21K | — |
Investments
25 direct securities · 1 pooled fund· $7.6M(99% 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.
Registered Investment Companies
$7.6M
25 holdings
Common Collective Trust
$26K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| TROWE PRICE ALLCAP OPPS I | Registered Investment Companies | — | — | $2.2M | 29.2% | |
| JPMORGAN US VALUE R6 219 REGISTERED INVESTMENT COMPANY AMERICAN FUNDS INV CO OF AM R6 | Registered Investment Companies | — | — | $924K | 12.0% | |
| JPMORGAN MID CAP GROWTH R6 | Registered Investment Companies | — | — | $779K | 10.1% | |
| AMER FUNDS NEW PERSP R6 | Registered Investment Companies | — | — | $538K | 7.0% | |
| AMERFUNDS AMER BALANCED - R6 | Registered Investment Companies | — | — | $420K | 5.5% | |
| PIM REALPATH BLEND 2050 INST | Registered Investment Companies | — | — | $371K | 4.8% | |
| PIM REALPATH BLEND 2030 INST | Registered Investment Companies | — | — | $333K | 4.3% | |
| AMF BOND FUND OF AMERICA R6 | Registered Investment Companies | — | — | $315K | 4.1% | |
| PRINCIPAL SMALL CAP VALUE R6 213 REGISTERED INVESTMENT COMPANY NYLI MACKAY HY CORP BOND I | Registered Investment Companies | — | — | $294K | 3.8% | |
| PIM REALPATH BLEND 2035 INST | Registered Investment Companies | — | — | $269K | 3.5% | |
| PIM REALPATH BLEND 2055 INST | Registered Investment Companies | — | — | $171K | 2.2% | |
| PIM REALPATH BLEND 2040 INST | Registered Investment Companies | — | — | $162K | 2.1% | |
| PIM REALPATH BLEND 2025 INST | Registered Investment Companies | — | — | $138K | 1.8% | |
| PIM REALPATH BLEND 2060 INST | Registered Investment Companies | — | — | $129K | 1.7% | |
| PIM REALPATH BLEND 2045 INST | Registered Investment Companies | — | — | $109K | 1.4% | |
| MACQUARIE SMALLCAP GRWTH R6 | Registered Investment Companies | — | — | $97K | 1.3% | |
| AMERICAN FUNDS CAP INC BLDR R6 | Registered Investment Companies | — | — | $84K | 1.1% | |
| FID ADV FOCUSED EMERGING MKT I | Registered Investment Companies | — | — | $51K | 0.7% | |
| NUVEEN MID CAP VALUE 1 FUNDA | Registered Investment Companies | — | — | $42K | 0.5% | |
| FID SMALL CAP INDEX | Registered Investment Companies | — | — | $28K | 0.4% | |
| INVESCO STABLE ASSET - ADPZ INVESCO TRUST COMPANY · EIN 27-3884161 / PN 001 | Common Collective Trust | — | — | $26K | 0.3% | |
| AMERICAN FUNDS CAP WLD BOND R6 | Registered Investment Companies | — | — | $24K | 0.3% | |
| FID MID CAP INDEX | Registered Investment Companies | — | — | $24K | 0.3% | |
| PIMCO REALPATH BLEND INC INST | Registered Investment Companies | — | — | $12K | 0.2% | |
| VANGUARD DEV MKT INDEX ADMIRAL | Registered Investment Companies | — | — | $2K | <0.1% | |
| COHEN & STEERS REAL EST SEC Z | Registered Investment Companies | — | — | $1K | <0.1% |
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