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Original filing (PDF)20251008133745NAL0013538450001
INSULATING SERVICES, INC.
Form 5500
FILING_RECEIVED
INSULATING SERVICES, INC. 401(K) PROFIT SHARING PLAN
401(k) retirement plan
Signals · 1
64% in single holding
Active participants
217
Accounts w/ balance
121
Plan assets (EOY)
$6.4M
Net assets (EOY)
$6.4M
How this plan invests
This plan
4 pooled trusts
Schedule D
3 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
92
/ 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
75
Total plan cost
100
Vendor stack
100
Participation health
80
Knocking points off
- Top holding "[DFE: PUTNAM STABLE VALUE FUND (extraction pending)]" is 64% of plan.
- 56% balance-to-active ratio — below typical for a healthy 401(k).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for INSULATING SERVICES, INC..
Plan sponsor
Name
INSULATING SERVICES, INC.
EIN
56-1052301
Address
10709 GRANITE STREET SUITE H · CHARLOTTE, NC · 28273
Phone
(704) 588-7814
Industry
Constructionsee 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
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
THE HOBBS GROUP, P.A.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $14K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SAGEVIEW ADVISORY GROUP, LLC | — | IRVINE, CA | INVESTMENT ADVISOR | $18K | — |
Investments
4 pooled funds· $2.9M(46% 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.
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| PUTNAM STABLE VALUE FUND PUTNAM INVESTMENTS · EIN 04-3159710 / PN 202 | Common Collective Trust | — | — | $1.9M | 29.3% | |
| MFS GROWTH EQUITY FUND CL S GREAT GRAY · EIN 38-4126293 / PN 596 | Common Collective Trust | — | — | $919K | 14.4% | |
| PUTNAM LARGE CAP VALUE TRUST IA PUTNAM INVESTMENTS CIT · EIN 82-3639536 / PN 275 | Common Collective Trust | — | — | $124K | 1.9% | |
| AB US SM CP GR CIT W SERIES FEE CL GREAT GRAY · EIN 38-4116832 / PN 531 | Common Collective Trust | — | — | $0 | <0.1% |