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Original filing (PDF)20251003134456NAL0000838147001
INNERFACE ARCHITECTURAL SIGNAGE, INC.
Form 5500
FILING_RECEIVED
INNERFACE 401(K) RETIREMENT PLAN
401(k) retirement plan
Active participants
117
Accounts w/ balance
109
Plan assets (EOY)
$16.2M
Net assets (EOY)
$16.2M
How this plan invests
This plan
33 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
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for INNERFACE ARCHITECTURAL SIGNAGE, INC..
Plan sponsor
Name
INNERFACE ARCHITECTURAL SIGNAGE, INC.
EIN
58-1131468
Address
5849 PEACHTREE ROAD NE · ATLANTA, GA · 30341
Phone
(770) 921-5566
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
2025-10-03
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
BRADY, WARE & SCHOENFELD, INC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $10K | — |
Other
3| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BLUECHIP WEALTH ADVISORS LLC | — | MILTON, GA | OTHER | $30K | — |
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $2K | — |
| ACG WEALTH INC | — | ATLANTA, GA | OTHER | $1K | — |
Investments
33 direct securities· $16.2M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fully benefit-responsive investment contract at contract value SAGIC Diversified I Guaranteed interest contract # | — | — | — | $2.3M | 14.0% | |
| American Funds 2030 Target Date Retirement Fund Blended fund # | — | — | — | $2.1M | 12.7% | |
| Vanguard Information Technology Index Fund Large-cap fund # | — | — | — | $1.2M | 7.1% | |
| T. Rowe Price Blue Chip Growth Fund Large-cap fund # | — | — | — | $1.1M | 6.6% | |
| Vanguard 500 Index Fund Large-cap fund # | — | — | — | $922K | 5.7% | |
| American Funds 2040 Target Date Retirement Fund Blended fund # | — | — | — | $826K | 5.1% | |
| Dodge & Cox Income Fund Bond fund # | — | — | — | $789K | 4.9% | |
| DFA US Core Equity 1 Fund Large-cap fund # | — | — | — | $735K | 4.5% | |
| Vanguard Total Bond Market Index Fund Bond fund # | — | — | — | $672K | 4.2% | |
| MassMutual Mid Cap Growth Fund Mid-cap fund # | — | — | — | $666K | 4.1% | |
| American Funds 2020 Target Date Retirement Fund Blended fund # | — | — | — | $580K | 3.6% | |
| Janus Henderson Triton Fund Small-cap fund # | — | — | — | $536K | 3.3% | |
| Putnam Large Cap Value Fund Large-cap fund # | — | — | — | $485K | 3.0% | |
| Harbor Capital Appreciation Fund Large-cap fund # | — | — | — | $461K | 2.9% | |
| Invesco International Diversified Fund International fund # | — | — | — | $398K | 2.5% | |
| Vanguard Selected Value Fund Mid-cap fund # | — | — | — | $342K | 2.1% | |
| Invesco Small Cap Value Fund Small-cap fund # | — | — | — | $271K | 1.7% | |
| Vanguard Mid Cap Index Fund Mid-cap fund # | — | — | — | $261K | 1.6% | |
| participants' vested balance. -0- | — | — | — | $240K | 1.5% | |
| Vanguard Small Cap Index Fund Small-cap fund # | — | — | — | $230K | 1.4% | |
| Equity security funds - continued Vanguard Equity-Income Fund Large-cap fund # | — | — | — | $204K | 1.3% | |
| Morgan Stanley Institutional Fund, Inc. Global Opportunity Portfolio Class A International fund # | — | — | — | $193K | 1.2% | |
| Vanguard Global Equity Fund International fund # | — | — | — | $137K | 0.8% | |
| Loomis Sayles Investment Grade Bond Fund Bond fund # | — | — | — | $137K | 0.8% | |
| American Funds 2050 Target Date Retirement Fund Blended fund # | — | — | — | $135K | 0.8% | |
| Vanguard Real Estate Index Fund Real estate fund # | — | — | — | $84K | 0.5% | |
| American Funds 2060 Target Date Retirement Fund Blended fund # | — | — | — | $84K | 0.5% | |
| Vanguard Interm-Term Bond Index Fund Bond fund # | — | — | — | $72K | 0.4% | |
| Invesco Real Estate Fund Real estate fund # | — | — | — | $64K | 0.4% | |
| Vanguard Total Stock Market Index Fund Large-cap fund # | — | — | — | $50K | 0.3% | |
| DFA US Small Cap Fund Small-cap fund # | — | — | — | $38K | 0.2% | |
| T. Rowe Price Spectrum Conservative Allocation Fund Blended fund # | — | — | — | $8K | <0.1% | |
| Equity security funds American Funds 2010 Target Date Retirement Fund Blended fund # | — | — | — | $1K | <0.1% |