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Original filing (PDF)20251001142612NAL0005974291001
IES HOLDINGS, INC RETIREMENT SAVINGS PLAN
Form 5500
FILING_RECEIVED
IES HOLDINGS, INC RETIREMENT SAVINGS PLAN
401(k) retirement plan
Active participants
9,988
Accounts w/ balance
4,885
Plan assets (EOY)
$233.8M
Net assets (EOY)
$233.4M
How this plan invests
This plan
10 pooled trusts
Schedule D
25 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
86
/ 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
100
Participation health
65
Knocking points off
- 15 bps in Schedule C fees — 50% above peer band of 10 bps.
- Only 49% as many balances as active participants — suggests many active employees aren't deferring.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for IES HOLDINGS, INC RETIREMENT SAVINGS PLAN.
Plan sponsor
Name
IES HOLDINGS, INC RETIREMENT SAVINGS PLAN
EIN
76-0542208
Address
2 RIVERWAY · SUITE 1730 · HOUSTON, TX · 77056
Phone
(713) 860-1500
Industry
Electrical Contractors· 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
2025-10-01
Pension benefit codes
2E · Profit-sharing
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
FRAZIER&DEETER, LLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| VOYA INSTITUTIONAL PLAN SERVICES | 04-3516284 | — | RECORDKEEPER | $219K | — |
Advisor / Consultant
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| VOYA RETIREMENT ADVISORS | 22-1862786 | — | INVEST ADVISOR | $66K | — |
| MORGAN STANLEY | 26-4310632 | — | INVEST ADVISOR | $50K | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FRAZIER & DEETER | 58-1433845 | — | AUDITOR | $15K | — |
Investments
15 direct securities · 10 pooled funds· $233.8M(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
$122.3M
15 holdings
Common Collective Trust
$111.4M
10 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity 500 Index Fund Mutual Fund | — | — | — | $25.1M | 10.7% | |
| Prudential Retirement Insurance and Annuity Company Guaranteed Income Contract | — | — | — | $24.6M | 10.5% | |
| VOYA TARGET RETIREMENT 2040 TRUST VOYA · EIN 06-1440627 / PN 107 | Common Collective Trust | — | — | $20.5M | 8.8% | |
| JP Morgan Large Cap Growth R6 Mutual Fund | — | — | — | $17.1M | 7.3% | |
| VOYA TARGET RETIREMENT 2045 TRUST VOYA · EIN 06-1440627 / PN 108 | Common Collective Trust | — | — | $15.8M | 6.8% | |
| VOYA TARGET RETIREMENT 2035 TRUST VOYA · EIN 06-1440627 / PN 106 | Common Collective Trust | — | — | $15.0M | 6.4% | |
| VOYA TARGET RETIREMENT 2030 TRUST VOYA · EIN 06-1440627 / PN 105 | Common Collective Trust | — | — | $12.6M | 5.4% | |
| PGIM Total Retirement Bond Fund R6 Mutual Fund | — | — | — | $12.1M | 5.2% | |
| VOYA TARGET RETIREMENT 2050 TRUST VOYA · EIN 06-1440627 / PN 109 | Common Collective Trust | — | — | $11.7M | 5.0% | |
| VOYA TARGET RETIREMENT 2025 TRUST VOYA · EIN 06-1440627 / PN 104 | Common Collective Trust | — | — | $9.7M | 4.1% | |
| VOYA TARGET RETIREMENT 2055 TRUST VOYA · EIN 06-1440627 / PN 110 | Common Collective Trust | — | — | $9.0M | 3.8% | |
| Fidelity Total International Index Mutual Fund | — | — | — | $8.1M | 3.5% | |
| Fidelity Mid Cap Index Fund Mutual Fund | — | — | — | $7.8M | 3.3% | |
| VOYA TARGET RETIREMENT INC TRUST VOYA · EIN 06-1440627 / PN 103 | Common Collective Trust | — | — | $6.2M | 2.7% | |
| VOYA TARGET RETIREMENT 2060 TRUST VOYA · EIN 06-1440627 / PN 111 | Common Collective Trust | — | — | $6.1M | 2.6% | |
| Columbia Dividend Income Inst3 Mutual Fund | — | — | — | $5.7M | 2.4% | |
| VOYA TARGET RETIREMENT 2065 TRUST VOYA · EIN 06-1440627 / PN 112 | Common Collective Trust | — | — | $4.8M | 2.0% | |
| Am Funds EuroPacific Growth R6 Mutual Fund | — | — | — | $4.6M | 2.0% | |
| DFA US Targeted Value Instl Mutual Fund | — | — | — | $3.9M | 1.7% | |
| Participant Loans Interest rates from 4.25% to 9.50% | — | — | — | $3.3M | 1.4% | |
| Carillon Eagle Mid Cap Growth Mutual Fund | — | — | — | $3.1M | 1.3% | |
| AB Small Cap Growth Z Mutual Fund | — | — | — | $2.5M | 1.1% | |
| Virtus Ceredex Mid Cap Value Fund R6 Mutual Fund | — | — | — | $2.1M | 0.9% | |
| Fidelity Small Cap Index Fund Mutual Fund | — | — | — | $1.5M | 0.6% | |
| MFS Intl New Discovery R6 Mutual Fund | — | — | — | $729K | 0.3% |