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Original filing (PDF)20251015132923NAL0002488051001
INDUSTRIAL TECHNOLOGIES AND SERVICES, LLC
Form 5500
FILING_RECEIVED
INGERSOLL RAND RETIREMENT SAVINGS PLAN
401(k) retirement plan
Signals · 1
98% in single holding
Active participants
5,294
Accounts w/ balance
7,602
Plan assets (EOY)
$1.4B
Net assets (EOY)
$1.4B
How this plan invests
This plan
1 pooled trust
Schedule D
3 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
75
Total plan cost
100
Vendor stack
100
Participation health
100
Knocking points off
- Top holding "Various (includes Registered Investment Companies, Self Directed Brokerage, Employer Interest Held in Master Trust Securities, etc.)" is 98% of plan.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for INDUSTRIAL TECHNOLOGIES AND SERVICES, LLC.
Plan sponsor
Name
INDUSTRIAL TECHNOLOGIES AND SERVICES, LLC
EIN
76-0419383
Address
525 HARBOUR PLACE DRIVE #600 · DEPARTMENT 10 · DAVIDSON, NC · 28036
Phone
(888) 922-0016
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
2025-10-15
Pension benefit codes
2E · Profit-sharing
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2R · Participant-directed brokerage (SDBA)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
RUBINBROWN LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
5 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $285K | — |
Advisor / Consultant
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $173K | — |
| BUCK GLOBAL LLC | 83-1116912 | — | CONSULTANT | $87K | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| RUBIN BROWN LLP | 43-0765316 | — | ACCOUNTANT/AUDITOR | $47K | — |
Legal counsel
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FOLEY & LARDNER LLP | 39-0473800 | — | ATTORNEY/LEGAL | $16K | — |
Investments
3 direct securities · 1 pooled fund· $2.8B(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
$1.4B
3 holdings
Master Trust
$1.4B
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| GARDNER DENVER, INC. MASTER TRUST INDUSTRIAL TECHNOLOGIES AND SERVICES, LLC · EIN 76-0419383 / PN 010 | Master Trust | — | — | $1.4B | 99.0% | |
| Various (includes Registered Investment Companies, Self Directed Brokerage, Employer Interest Held in Master Trust Securities, etc.) | — | — | — | $1.4B | 98.8% | |
| Participants* 10.25% with maturity dates through October 2035. — | — | — | — | $11.1M | 0.8% | |
| Participant Loans Participant Loans | — | — | — | $11.1M | 0.8% |
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