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Original filing (PDF)20250929094349NAL0004946339001
IMPLUS FOOTCARE, LLC
Form 5500
FILING_RECEIVED
IMPLUS FOOTCARE, LLC SAVINGS PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
361
Accounts w/ balance
501
Plan assets (EOY)
$20.9M
Net assets (EOY)
$20.9M
How this plan invests
This plan
7 pooled trusts
Schedule D
31 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
89
/ 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
65
Vendor stack
80
Participation health
100
Knocking points off
- 51 bps in Schedule C fees — 77% above peer band of 29 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for IMPLUS FOOTCARE, LLC.
Plan sponsor
Name
IMPLUS FOOTCARE, LLC
EIN
56-2222037
Address
2001 TW ALEXANDER DR · BOX 13925 · DURHAM, NC · 27709
Phone
(919) 765-8922
Industry
Manufacturingsee 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
2025-09-29
Pension benefit codes
2E · Profit-sharing
3D · Pre-approved plan (master / prototype / VS)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2F · ERISA section 404(c)
2T · Default investment account (QDIA)
3F · Sponsor used leased employees
Audit & trust (Schedule H)
Auditor
THOMAS, JUDY, & TUCKER, P.A.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsOther
3| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ASCENSUS LLC | 11-3665754 | — | NONE | $74K | — |
| ONE DIGITAL INVESTMENT ADVISORS | — | OVERLAND PARK, KS | NONE | $19K | — |
| THOMAS JUDY & TUCKER PA | — | RALEIGH, NC | NONE | $14K | — |
Investments
26 direct securities · 7 pooled funds· $20.9M(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
$19.7M
26 holdings
Common Collective Trust
$1.2M
7 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Target Retirement 2045 Fund Vanguard 0 | — | — | — | $2.1M | 10.3% | |
| Vanguard 500 Index Adm Vanguard 0 | — | — | — | $1.8M | 8.8% | |
| Vanguard Target Retirement 2050 Fund Vanguard 0 | — | — | — | $1.7M | 8.0% | |
| Vanguard Target Retirement 2040 Fund Vanguard 0 | — | — | — | $1.7M | 8.0% | |
| Vanguard Target Retirement 2030 Fund Vanguard 0 | — | — | — | $1.6M | 7.7% | |
| American Century Growth R6 American Century 0 | — | — | — | $1.3M | 6.4% | |
| Vanguard Equity Income Adm Vanguard 0 | — | — | — | $1.3M | 6.4% | |
| Vanguard Target Retirement 2035 Fund Vanguard 0 | — | — | — | $1.2M | 5.6% | |
| Vanguard Target Retirement 2055 Fund Vanguard 0 | — | — | — | $972K | 4.7% | |
| Vanguard Target Retirement 2025 Fund Vanguard 0 | — | — | — | $967K | 4.6% | |
| GALLIARD STABLE RETURN FUND C GALLIARD CAPITAL MNGT · EIN 52-2250946 / PN 001 | Common Collective Trust | — | — | $740K | 3.5% | |
| Macquarie Mid Cap Growth R6 Macquarie 0 | — | — | — | $588K | 2.8% | |
| Fidelity International Index Fidelity 0 | — | — | — | $535K | 2.6% | |
| Fidelity Small Cap Index Fidelity 0 | — | — | — | $529K | 2.5% | |
| Fidelity Mid Cap Index Fidelity 0 | — | — | — | $509K | 2.4% | |
| Various Rates and Maturities Participant's Loan Account 0 | — | — | — | $474K | 2.3% | |
| Dodge & Cox Income X PIMCO 0 | — | — | — | $454K | 2.2% | |
| American Funds American Balanced R6 American Funds 0 | — | — | — | $439K | 2.1% | |
| Vanguard Target Retirement 2020 Fund Vanguard 0 | — | — | — | $412K | 2.0% | |
| MFS Mid Cap Value R6 MFS 0 | — | — | — | $343K | 1.6% | |
| AM1 DOMESTIC EQUITY ALTA TRUST · EIN 99-0743104 / PN 001 | Common Collective Trust | — | — | $283K | 1.4% | |
| Vanguard Target Retirement 2060 Fund Vanguard 0 | — | — | — | $170K | 0.8% | |
| Fidelity RealEstate Investment Portf Fidelity 0 | — | — | — | $160K | 0.8% | |
| American Funds New World R6 American Funds 0 | — | — | — | $131K | 0.6% | |
| Vanguard Target Retirement Income Fund Vanguard 0 | — | — | — | $121K | 0.6% | |
| AM1 INTERNATIONAL EQUITY ALTA TRUST · EIN 99-0743245 / PN 001 | Common Collective Trust | — | — | $96K | 0.5% | |
| American Funds US Government Sec R6 American Funds 0 | — | — | — | $54K | 0.3% | |
| AM1 CORE FIXED INCOME CL 1 ALTA TRUST · EIN 83-2064950 / PN 001 | Common Collective Trust | — | — | $46K | 0.2% | |
| Vanguard Target Retirement 2065 Fund Vanguard 0 | — | — | — | $28K | 0.1% | |
| AM1 INCOME ALTA TRUST · EIN 99-0817300 / PN 001 | Common Collective Trust | — | — | $28K | 0.1% | |
| PIMCO Intl Bond (USDHedged) I PIMCO 0 | — | — | — | $16K | <0.1% | |
| RESOURCES DIVERSIFIED EQUITY CL 1 ALTA TRUST · EIN 83-2060613 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| RESOURCES DIVERSIFIED RISK MITIGATI ALTA TRUST · EIN 83-2080943 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% |