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Original filing (PDF)20250825114813NAL0003873267001
INSULATIONS, L.L.C.
Form 5500
FILING_RECEIVED
INSULATIONS, INC. 401(K) PLAN
401(k) retirement plan
Active participants
1,051
Accounts w/ balance
683
Plan assets (EOY)
$9.1M
Net assets (EOY)
$9.1M
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)
97
/ 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
80
Knocking points off
- 65% balance-to-active ratio — below typical for a healthy 401(k).
Helping the score
- Below-peer total fees (29 bps vs 52 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for INSULATIONS, L.L.C..
Plan sponsor
Name
INSULATIONS, L.L.C.
EIN
72-0709481
Address
P. O. BOX 231039 · HARAHAN, LA · 70183
Phone
(504) 733-5033
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
2025-08-25
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
LEGLUE & COMPANY, CPA'S LLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $7K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| UBS FINANCIAL SERVICES INC | 13-2638166 | — | ADVISOR | $19K | — |
Investments
33 direct securities· $9.1M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| FA GROWTH OPPS I | — | 8,726.225 | $1.0M | $1.7M | 19.0% | |
| FA NEW INSIGHTS I | — | 14,252.493 | $474K | $621K | 6.8% | |
| FA FREEDOM 2045 Z | — | 46,339.761 | $549K | $614K | 6.8% | |
| FA FREEDOM 2035 Z | — | 37,636.138 | $511K | $550K | 6.0% | |
| FA BALANCED I | — | 16,743.81 | $499K | $495K | 5.4% | |
| FA FREEDOM 2050 Z | — | 36,650.814 | $446K | $491K | 5.4% | |
| FA FREEDOM 2030 Z | — | 32,640.575 | $434K | $462K | 5.1% | |
| JPM EQUITY INCOME R5 | — | 18,247.561 | $410K | $437K | 4.8% | |
| FA FREEDOM 2040 Z | — | 24,214.978 | $367K | $400K | 4.4% | |
| FA FREEDOM 2055 Z | — | 25,748.908 | $355K | $385K | 4.2% | |
| J H ENTERPRISE T | — | 2,174.909 | $269K | $303K | 3.3% | |
| COL DSCPL CORE I | — | 19,651.72 | $328K | $292K | 3.2% | |
| MFS INTL GROWTH R6 | — | 6,977.713 | $274K | $289K | 3.2% | |
| FID GOVT MMKT | — | 286,737.31 | $287K | $287K | 3.2% | |
| AF GRTH FUND AMER R6 | — | 3,540.193 | $222K | $264K | 2.9% | |
| FA FREEDOM 2025 Z | — | 20,462.525 | $246K | $257K | 2.8% | |
| FA FREEDOM 2060 Z | — | 15,800.757 | $202K | $216K | 2.4% | |
| JPM US SMALL CO I | — | 11,387.694 | $197K | $205K | 2.3% | |
| OUTSTANDING LOAN BALANCE | — | — | — | $198K | 2.2% | |
| FA FREEDOM 2065 Z | — | 10,258.205 | $127K | $133K | 1.5% | |
| FA SM CAP VAL I | — | 4,277.222 | $78K | $87K | 1.0% | |
| COL SEL MID CP VL I | — | 5,796.719 | $89K | $80K | 0.9% | |
| FA SMALL CAP GR I | — | 2,054.085 | $60K | $69K | 0.8% | |
| FH STRAT VAL DIV IS | — | 7,880.98 | $44K | $47K | 0.5% | |
| PIF MIDCAP VAL I R5 | — | 2,729.837 | $44K | $42K | 0.5% | |
| FA CAPITAL & INC I | — | 2,957.365 | $31K | $33K | 0.4% | |
| LD ABBETT TOT RTN R5 | — | 3,483.791 | $34K | $30K | 0.3% | |
| FA LTD TERM BOND I | — | 2,583.166 | $30K | $29K | 0.3% | |
| FA FREEDOM 2020 Z | — | 2,229.257 | $26K | $26K | 0.3% | |
| FA FREEDOM INC Z | — | 1,369.832 | $14K | $14K | 0.2% | |
| AF INTL GTH & INC R5 | — | 108.864 | $3K | $4K | <0.1% | |
| FA STRAT INCOME I | — | 249.841 | $3K | $3K | <0.1% | |
| FA FREEDOM 2070 Z | — | 49.928 | $528 | $507 | <0.1% |
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