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Original filing (PDF)20251014100531NAL0001202355001
INDEL POWER GROUP
Form 5500
FILING_RECEIVED
INDEL POWER GROUP 401(K) PLAN
401(k) retirement plan
Active participants
621
Accounts w/ balance
777
Plan assets (EOY)
$58.2M
Net assets (EOY)
$58.2M
How this plan invests
This plan
1 pooled trust
Schedule D
28 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
Helping the score
- Below-peer total fees (4 bps vs 16 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for INDEL POWER GROUP.
Plan sponsor
Name
INDEL POWER GROUP
EIN
54-0641602
Address
PO BOX 7788 · PORTSMOUTH, VA · 23703
Phone
(757) 673-7000
Industry
Other Services (ex. Public Admin)see 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
2025-10-14
Pension benefit codes
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)
3H · Sponsor in controlled / affiliated group
2F · ERISA section 404(c)
Audit & trust (Schedule H)
Auditor
FORVIS MAZARS, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $5K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $18K | — |
Investments
27 direct securities · 1 pooled fund· $61.6M(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
$47.2M
25 holdings
Mutual Funds
$7.9M
1 holding
Common Collective Trust
$4.3M
1 holding
Guaranteed Income / GIC
$2.2M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| s * Fidelity Investments Fidelity 500 Index Fund | Mutual Funds | — | — | $7.9M | 13.6% | |
| S&P 500 Index Fund NYLI Winslow Large Cap Growth Class I | — | — | — | $7.0M | 12.1% | |
| Common Collective Trust * Fidelity Management Trust Company Fidelity Managed Income Portfolio Fund | — | — | — | $4.3M | 7.5% | |
| MIP CL 1 FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 024 | Common Collective Trust | — | — | $4.3M | 7.5% | |
| Fidelity Investments Fidelity Balanced Fund | — | — | — | $3.9M | 6.7% | |
| Invesco Funds Invesco Van Kampen Growth and Income Fund | — | — | — | $3.5M | 6.1% | |
| Fidelity Investments Fidelity Diversified International Fund | — | — | — | $3.1M | 5.3% | |
| Baird Core Plus Investor Fund | — | — | — | $3.1M | 5.3% | |
| Fidelity Investments Fidelity Low-Priced Stock Fund | — | — | — | $2.7M | 4.6% | |
| Vanguard Group Vanguard Total Stock Market Admin | — | — | — | $2.6M | 4.4% | |
| Glenmede Smallcap Equity Fund | — | — | — | $2.3M | 3.9% | |
| Empower Annuity Insurance Company Guaranteed Investment Fund | Guaranteed Income / GIC | — | — | $2.2M | 3.7% | |
| Fidelity Investments Fidelity Freedom K 2035 Fund | — | — | — | $1.9M | 3.2% | |
| Fidelity Investments Fidelity Freedom K 2030 Fund | — | — | — | $1.5M | 2.6% | |
| Fidelity Investments Fidelity U.S. Bond Index Advantage Fund | — | — | — | $1.5M | 2.6% | |
| Fidelity Investments Fidelity Freedom K 2025 Fund | — | — | — | $1.4M | 2.4% | |
| Fidelity Investments Fidelity International Index Fund | — | — | — | $1.4M | 2.4% | |
| Fidelity Investments Fidelity Freedom K 2050 Fund | — | — | — | $1.2M | 2.1% | |
| Fidelity Investments Fidelity Freedom K 2045 Fund | — | — | — | $1.2M | 2.1% | |
| Fidelity Investments Fidelity Freedom K 2040 Fund | — | — | — | $1.1M | 1.9% | |
| Fidelity Investments Fidelity Freedom K 2055 Fund | — | — | — | $930K | 1.6% | |
| Artisan Funds Artisan Mid Cap Investment Fund | — | — | — | $907K | 1.6% | |
| maturing through October 2034 - | — | — | — | $613K | 1.1% | |
| Fidelity Investments Fidelity Freedom K 2065 Fund | — | — | — | $428K | 0.7% | |
| Fidelity Investments Fidelity Freedom K 2015 Fund | — | — | — | $248K | 0.4% | |
| Fidelity Investments Fidelity Freedom K 2020 Fund | — | — | — | $227K | 0.4% | |
| Fidelity Investments Fidelity Freedom K 2070 Fund | — | — | — | $6K | <0.1% | |
| Fidelity Investments Fidelity Freedom K Income Fund | — | — | — | $5K | <0.1% |
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