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Original filing (PDF)20250731172045NAL0005566033001
THE NEW IEM, LLC
Form 5500
FILING_RECEIVED
IEM 401(K) PLAN
401(k) retirement plan
Active participants
1,623
Accounts w/ balance
1,215
Plan assets (EOY)
$43.4M
Net assets (EOY)
$43.4M
How this plan invests
This plan
32 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
95
/ 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
80
Vendor stack
100
Participation health
100
Knocking points off
- 37 bps in Schedule C fees — modestly above peer band of 29 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for THE NEW IEM, LLC.
Plan sponsor
Name
THE NEW IEM, LLC
EIN
65-1212631
Address
48205 WARM SPRINGS BLVD · FREMONT, CA · 94539
Phone
(510) 897-8054
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
2025-07-31
Pension benefit codes
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3B · Covers self-employed individuals
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
SENSIBA LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $65K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GLOBAL RETIREMENT PARTNERS LLC | — | SAN RAFAEL, CA | INVESTMENT ADVISOR | $72K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $25K | — |
Investments
31 direct securities· $39.7M(91% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard 500 Index Fund Admiral Mutual fund | — | — | — | $5.3M | 12.2% | |
| American Funds 2040 Target Date Retirement Fund R6 Mutual fund | — | — | — | $3.9M | 9.1% | |
| American Funds 2025 Target Date Retirement Fund R6 Mutual fund | — | — | — | $3.7M | 8.4% | |
| American Funds 2030 Target Date Retirement Fund R6 Mutual fund | — | — | — | $3.6M | 8.3% | |
| American Funds 2035 Target Date Retirement Fund R6 Mutual fund | — | — | — | $3.4M | 7.7% | |
| American Funds 2045 Target Date Retirement Fund R6 Mutual fund | — | — | — | $3.0M | 6.8% | |
| American Funds 2050 Target Date Retirement Fund R6 Mutual fund | — | — | — | $2.5M | 5.7% | |
| JPMorgan Large Cap Growth R6 Mutual fund | — | — | — | $2.0M | 4.5% | |
| Vanguard Total International Stock Index Fund Admiral Mutual fund | — | — | — | $1.6M | 3.6% | |
| Key Guaranteed Portfolio Fund Investment contract | — | — | — | $1.2M | 2.8% | |
| Vanguard Total Bond Market Index Fund Admiral Mutual fund | — | — | — | $1.1M | 2.4% | |
| Vanguard Small Cap Index Fund Admiral Mutual fund | — | — | — | $946K | 2.2% | |
| Vanguard Balanced Index Fund Admiral Shares Mutual Fund | — | — | — | $901K | 2.1% | |
| Vanguard Mid Cap Index Fund Admiral Mutual fund | — | — | — | $877K | 2.0% | |
| Vanguard Value Index Fund Admiral Mutual fund | — | — | — | $657K | 1.5% | |
| American Funds 2015 Target Date Retirement Fund R6 Mutual fund | — | — | — | $587K | 1.4% | |
| PIMCO Income Institutional Class Mutual fund | — | — | — | $569K | 1.3% | |
| American Funds Europacific Growth Fund R6 Mutual fund | — | — | — | $548K | 1.3% | |
| American Funds 2010 Target Date Retirement Fund R6 Mutual fund | — | — | — | $516K | 1.2% | |
| American Funds 2060 Target Date Retirement Fund R6 Mutual fund | — | — | — | $493K | 1.1% | |
| Fidelity Advisor Total Bond Fund Z Mutual fund | — | — | — | $488K | 1.1% | |
| Vanguard Real Estate Index Fund Admiral Shares Mutual fund | — | — | — | $321K | 0.7% | |
| American Funds 2065 Target Date Retirement Fund R6 Mutual fund | — | — | — | $298K | 0.7% | |
| DFA Global Equity I Mutual fund | — | — | — | $285K | 0.7% | |
| Fidelity Advisor Stock Select Mid Cap Fund Z Mutual fund | — | — | — | $270K | 0.6% | |
| American Funds 2020 Target Date Retirement Fund R6 Mutual fund | — | — | — | $196K | 0.5% | |
| DFA U.S. Targeted Value I Mutual fund | — | — | — | $191K | 0.4% | |
| American Funds New World Fund R6 Mutual fund | — | — | — | $158K | 0.4% | |
| Allspring Special Mid Cap Value Fund R6 Mutual fund | — | — | — | $134K | 0.3% | |
| PIMCO Real Return Fund Institutional Class Mutual fund | — | — | — | $89K | 0.2% | |
| Vanguard Total International Bond Index Fund Admiral Mutual fund | — | — | — | $73K | 0.2% |
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