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Original filing (PDF)20251014133347NAL0006088322001
INTERNATIONAL CONSTRUCTION EQUIPMENT
Form 5500
FILING_RECEIVED
INTERNATIONAL CONSTRUCTION EQUIPMENT, INC. 401(K) PROFIT SHARING PLAN
401(k) retirement plan
Signals · 2
1 failed disclosure100% in single holding
Active participants
229
Accounts w/ balance
162
Plan assets (EOY)
$30.2M
Net assets (EOY)
$30.2M
How this plan invests
This plan
9 pooled trusts
Schedule D
1 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
91
/ 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
85
Concentration risk
75
Total plan cost
100
Vendor stack
100
Participation health
100
Knocking points off
- 1 Schedule C provider failed to disclose compensation.
- Top holding "Currentvalue" is 100% of plan.
Helping the score
- Below-peer total fees (18 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for INTERNATIONAL CONSTRUCTION EQUIPMENT.
Plan sponsor
Name
INTERNATIONAL CONSTRUCTION EQUIPMENT
EIN
56-1060440
Address
301 WAREHOUSE DR · MATTHEWS, NC · 28104
Phone
(704) 821-8200
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
2025-10-14
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)
3H · Sponsor in controlled / affiliated group
3D · Pre-approved plan (master / prototype / VS)
2R · Participant-directed brokerage (SDBA)
Audit & trust (Schedule H)
Auditor
GREERWALKER LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $30K | — |
Advisor / Consultant
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| KESTRA INVESTMENT SERVICES LLC | 35-2552359 | — | ADVISOR | $17K | — |
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $8K | — |
Failed / refused disclosures (Sched C Part 2)
| Provider | Nondisclosure info |
|---|---|
| — | — |
Investments
1 direct security · 9 pooled funds· $33.6M(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
$30.2M
1 holding
Common Collective Trust
$3.4M
9 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Currentvalue | — | — | — | $30.2M | 100.0% | |
| GALLIARD STBLE RTN C WELLS FARGO BANK, N.A. · EIN 52-2250946 / PN 001 | Common Collective Trust | — | — | $786K | 2.6% | |
| MID CAP VALUE FEE I1 GREAT GRAY TRUST COMPANY · EIN 38-4139852 / PN 630 | Common Collective Trust | — | — | $770K | 2.5% | |
| BR TOTAL RETURN 6 GREAT GRAY TRUST COMPANY · EIN 82-2941483 / PN 264 | Common Collective Trust | — | — | $597K | 2.0% | |
| EMERGING MKTS II I1 GREAT GRAY TRUST COMPANY, LLC · EIN 38-7304135 / PN 001 | Common Collective Trust | — | — | $410K | 1.4% | |
| LARGE CAP VAL III I1 GREAT GREY COLLECTIVE INVESTMENT TRUST · EIN 38-7289865 / PN 001 | Common Collective Trust | — | — | $324K | 1.1% | |
| INTL GR II FEE I1 GREAT GRAY TRUST COMPANY · EIN 38-4139842 / PN 619 | Common Collective Trust | — | — | $266K | 0.9% | |
| SMALL CAP GR II I1 GREAT GRAY TRUST COMPANY · EIN 38-4126288 / PN 592 | Common Collective Trust | — | — | $123K | 0.4% | |
| IVY MID CAP GROWTH 1 SEI TRUST COMPANY · EIN 45-3036428 / PN 004 | Common Collective Trust | — | — | $90K | 0.3% | |
| STABLE VALUE FUND I1 GREAT GRAY TRUST COMPANY · EIN 85-4031707 / PN 653 | Common Collective Trust | — | — | $56K | 0.2% |
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