Back to filter
Original filing (PDF)20251008150512NAL0006041457001
INSTITUTE FOR BUILDING TECHNOLOGY AND SAFETY
Form 5500
FILING_RECEIVED
IBTS 401(K) PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
153
Accounts w/ balance
225
Plan assets (EOY)
$26.1M
Net assets (EOY)
$26.1M
How this plan invests
This plan
1 pooled trust
Schedule D
31 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
98
/ 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
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Helping the score
- Below-peer total fees (20 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for INSTITUTE FOR BUILDING TECHNOLOGY AND SAFETY.
Plan sponsor
Name
INSTITUTE FOR BUILDING TECHNOLOGY AND SAFETY
EIN
54-1963889
Address
45207 RESEARCH PL · ASHBURN, VA · 20147
Phone
(571) 348-3981
Industry
All Other Professional Services· Professional & Technical Servicessee 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
2025-10-08
Pension benefit codes
2A · Age/service weighted or new comparability
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
SIKICH CPA LLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsOther
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GLOBAL RETIREMENT PARTNERS | 47-1411118 | — | NONE | $51K | — |
| AMERICAN UNITED LIFE INSURANCE CO | 35-0145825 | — | NONE | $2K | — |
Investments
31 direct securities · 1 pooled fund· $51.0M(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
Uncategorized
$25.4M
30 holdings
Pooled Separate Account
$25.0M
1 holding
Pooled Separate Accounts
$579K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| SEPARATE ACCOUNT II AMERICAN UNITED LIFE INSURANCE CO · EIN 35-0145825 / PN 000 | Pooled Separate Account | — | — | $25.0M | 95.7% | |
| American United Life Ins Co Vanguard Info Tech Index Admiral Shares | — | — | — | $4.7M | 18.0% | |
| American United Life Ins Co Vanguard 500 Index | — | — | — | $2.3M | 8.7% | |
| American United Life Ins Co T Rowe Price Mid Cap Growth Fund | — | — | — | $2.2M | 8.5% | |
| American United Life Ins Co Vanguard Target Retirement 2045 | — | — | — | $2.1M | 7.9% | |
| American United Life Ins Co Vanguard Target Retirement 2035 | — | — | — | $1.7M | 6.4% | |
| American United Life Ins Co T Rowe Price Mid-Cap Value Fund | — | — | — | $1.5M | 5.8% | |
| American United Life Ins Co American Funds Growth Fund of America R6 | — | — | — | $1.4M | 5.3% | |
| American United Life Ins Co Vanguard Small Cap Index Admiral Shares | — | — | — | $1.3M | 5.0% | |
| American United Life Ins Co Vanguard Windsor II Admiral Shares | — | — | — | $1.0M | 3.9% | |
| American United Life Ins Co Clearbridge International Growth | — | — | — | $907K | 3.5% | |
| American United Life Ins Co Vanguard Target Retirement 2025 | — | — | — | $882K | 3.4% | |
| Fully-Benefit Responsive Investment Contract * American United Life Ins Co AUL Stable Value Account | — | — | — | $853K | 3.3% | |
| American United Life Ins Co Vanguard Target Retirement 2055 | — | — | — | $850K | 3.3% | |
| American United Life Ins Co Vanguard Mid-Cap Index Admiral Shares | — | — | — | $659K | 2.5% | |
| s * American United Life Ins Co American Balanced R6 | Pooled Separate Accounts | — | — | $579K | 2.2% | |
| American United Life Ins Co Vanguard Int-Term Bond Index Admiral Shares | — | — | — | $411K | 1.6% | |
| American United Life Ins Co Vanguard Target Retirement 2020 | — | — | — | $401K | 1.5% | |
| American United Life Ins Co Vanguard Target Retirement 2050 | — | — | — | $373K | 1.4% | |
| American United Life Ins Co Vanguard Target Retirement 2030 | — | — | — | $356K | 1.4% | |
| American United Life Ins Co Vanguard Target Retirement 2040 | — | — | — | $302K | 1.2% | |
| American United Life Ins Co T Rowe Price Health Science I | — | — | — | $275K | 1.1% | |
| American United Life Ins Co Vanguard Target Retirement Income | — | — | — | $228K | 0.9% | |
| American United Life Ins Co American Beacon Small Cap Value R6 | — | — | — | $198K | 0.8% | |
| Participant loans Interest rate of 7.25% - 0 - | — | — | — | $186K | 0.7% | |
| American United Life Ins Co Vanguard Small Cap Growth Index | — | — | — | $145K | 0.6% | |
| American United Life Ins Co TIAA-CREF Real Estate Value | — | — | — | $124K | 0.5% | |
| American United Life Ins Co Invesco Gold | — | — | — | $49K | 0.2% | |
| American United Life Ins Co American Funds New World Fund R6 | — | — | — | $40K | 0.2% | |
| American United Life Ins Co Vanguard Target Retirement 2060 | — | — | — | $30K | 0.1% | |
| American United Life Ins Co Vanguard Target Retirement 2065 | — | — | — | $18K | <0.1% | |
| American United Life Ins Co T Rowe Price Financial Services Fund Income | — | — | — | $12K | <0.1% |
Related plans
Other plans using GLOBAL RETIREMENT PARTNERS
SPRINKLER INDUSTRY SUPPLEMENTAL PENSION FUND JOINT BOARD OF TRUSTEES
SPRINKLER INDUSTRY SUPPLEMENTAL PENSION FUND
$3.3B · 28,099 participants
BOARD OF DIRECTORS OF PENTEGRA DEFINED CONTRIBUTION PLAN
PENTEGRA DEFINED CONTRIBUTION PLAN FOR FINANCIAL INSTITUTIONS
$2.3B · 35,585 participants
THE QUEEN'S HEALTH SYSTEMS
THE QUEEN'S HEALTH SYSTEMS RETIREMENT SAVINGS PLAN
$2.0B · 9,266 participants
UNIVERSITY OF THE PACIFIC
UNIVERSITY OF THE PACIFIC DEFINED CONTRIBUTION PLAN
$839.2M · 2,955 participants
ARUP US, INC.
ARUP US RETIREMENT SAVINGS PLAN
$723.2M · 1,483 participants
PRINCIPAL LIFE INSURANCE COMPANY
PRINCIPAL EASE 401(K) PLAN
$650.9M · 161,040 participants
Similar-size All Other Professional Services plans
FIRST ORION CORP.
FIRST ORION CORP. 401(K) PLAN
$26.1M · 285 participants
SENECA PETROLEUM COMPANY, INC.
SENECA PETROLEUM COMPANY, INC. DEFINED BENEFIT PENSION PLAN
$26.1M · 23 participants
LEMESSURIER CONSULTANTS, INC.
LEMESSURIER CONSULTANTS PROFIT SHARING PLAN AND TRUST WITH CASH OR DEFERRED(401(K)) FEATURES AGREEMENT
$26.0M · 66 participants
SUNRISE COMMUNITY, INC.
SUNRISE COMMUNITY, INC. THE EMPLOYEE PENSION BENEFIT PLAN
$26.0M · 2,988 participants
ARCHEM AMERICA, INC.
ARCHEM AMERICA, INC. 401(K) PLAN
$26.1M · 526 participants
MAXIM MANAGEMENT SERVICES, LLC
MAXIM MANAGEMENT SERVICES LLC 401K PSP
$26.2M · 209 participants
Large plans in Virginia
NORTHROP GRUMMAN CORPORATION
NORTHROP GRUMMAN SAVINGS PLAN
$39.5B · 99,799 participants
GENERAL DYNAMICS CORPORATION
GENERAL DYNAMICS CORPORATION 401(K) PLAN MASTER TRUST AGREEMENT
$23.5B
GENERAL DYNAMICS CORPORATION
GENERAL DYNAMICS CORPORATION 401(K) PLAN MASTER TRUST AGREEMENT
$23.5B
NORTHROP GRUMMAN CORPORATION
NORTHROP GRUMMAN PENSION PLAN
$18.8B · 11,507 participants
NATIONAL RURAL ELECTRIC COOPERATIVE ASSOCIATION
401(K) PENSION PLAN
$16.8B · 61,593 participants
NORTHROP GRUMMAN CORPORATION
NG DB MT FIXED INCOME FUND
$13.0B