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Original filing (PDF)20251013234455NAL0002902048001
INTEGRATED PROCUREMENT TECHNOLOGIES , INC.
Form 5500
FILING_RECEIVED
IPT 401(K) RETIREMENT PLAN
401(k) retirement plan
Active participants
106
Accounts w/ balance
119
Plan assets (EOY)
$13.5M
Net assets (EOY)
$13.5M
How this plan invests
This plan
26 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
91
/ 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
100
Knocking points off
- 50 bps in Schedule C fees — 71% above peer band of 29 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for INTEGRATED PROCUREMENT TECHNOLOGIES , INC..
Plan sponsor
Name
INTEGRATED PROCUREMENT TECHNOLOGIES , INC.
EIN
77-0424537
Address
7230 HOLLISTER AVENUE · GOLETA, CA · 931172992
Phone
(805) 682-0842
Industry
Wholesale Tradesee 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
2025-10-14
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
NASIF, HICKS, HARRIS & CO., LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CAPITAL GROUP RETIREMENT PLAN SERVI | — | IRVINE, CA | RECORDKEEPER | $3K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MASSACHUSETTS MUTUAL LIFE INS | — | SPRINGFIELD, MA | INVESTMENT ADVISOR | $38K | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| THE RYDING COMPANY | — | WESSTLAKE VILLAGE, CA | CONTRACT ADMIN | $3K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| INTEGRATED PROCUREMENT TECHNOLOGIES | — | GOLETA, CA | OTHER | $23K | — |
Investments
26 direct securities· $13.5M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| American Funds 2035 Target Date Fund R6 Mutual Funds | — | — | — | $1.7M | 12.3% | |
| American Funds US Govt Money Market R6 Mutual Funds | — | — | — | $1.5M | 11.3% | |
| JPMorgan Large Cap Growth R6 Mutual Funds | — | — | — | $1.4M | 10.7% | |
| American Funds 2025 Target Date Fund R6 Mutual Funds | — | — | — | $1.4M | 10.0% | |
| American Funds 2045 Target Date Fund R6 Mutual Funds | — | — | — | $1.2M | 8.7% | |
| American Funds 2060 Target Date Fund R6 Mutual Funds | — | — | — | $1.1M | 8.1% | |
| American Funds 2040 Target Date Fund R6 Mutual Funds | — | — | — | $1.0M | 7.7% | |
| American Funds 2055 Target Date Fund R6 Mutual Funds | — | — | — | $941K | 7.0% | |
| American Funds 2030 Target Date Fund R6 Mutual Funds | — | — | — | $841K | 6.2% | |
| American Funds 2050 Target Date Fund R6 Mutual Funds | — | — | — | $665K | 4.9% | |
| Vanguard Mid Cap Index Adm Mutual Funds | — | — | — | $259K | 1.9% | |
| BlackRock Mid-Cap Growth Equity K Mutual Funds | — | — | — | $201K | 1.5% | |
| Vanguard Large Cap Index Adm Mutual Funds | — | — | — | $200K | 1.5% | |
| JPMorgan US Equity R6 Mutual Funds | — | — | — | $184K | 1.4% | |
| DFA US Vector Equity I Mutual Funds | — | — | — | $154K | 1.1% | |
| Columbia Small Cap Value I Instl 3 Mutual Funds | — | — | — | $148K | 1.1% | |
| Fidelity Advisor Stock Selector Sm Cp Z Mutual Funds | — | — | — | $143K | 1.1% | |
| American Funds 2020 Target Date Fund R6 Mutual Funds | — | — | — | $133K | 1.0% | |
| JHancock Bond R6 Mutual Funds ** 848 PGIM High-Yield R6 Mutual Funds ** 20 * Participant Notes Receivable At the rate of 4.25 - 9.5%, maturing up to 5 years | — | — | — | $98K | 0.7% | |
| American Funds 2065 Target Date Fund R6 Mutual Funds | — | — | — | $95K | 0.7% | |
| Federated Hermes Kaufmann Small Cp Fd R6 Mutual Funds | — | — | — | $60K | 0.4% | |
| BlackRock Emerging Mkts K Mutual Funds | — | — | — | $46K | 0.3% | |
| Vanguard Developed Markets Index Admiral Mutual Funds | — | — | — | $18K | 0.1% | |
| American Funds 2015 Target Date Fund R6 Mutual Funds | — | — | — | $9K | <0.1% | |
| Janus Henderson Global Real Estate N Mutual Funds | — | — | — | $8K | <0.1% | |
| Dodge & Cox Stock Mutual Funds | — | — | — | $7K | <0.1% |
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