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Original filing (PDF)20251002152226NAL0000392115001
INTERNAL DRIVE, INC. DBA ID TECH
Form 5500
FILING_RECEIVED
INTERNAL DRIVE 401(K) PLAN
401(k) retirement plan
Active participants
272
Accounts w/ balance
204
Plan assets (EOY)
$15.1M
Net assets (EOY)
$15.1M
How this plan invests
This plan
30 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 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
100
Helping the score
- Below-peer total fees (1 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for INTERNAL DRIVE, INC. DBA ID TECH.
Plan sponsor
Name
INTERNAL DRIVE, INC. DBA ID TECH
EIN
77-0505298
Address
PO BOX 111720 · CAMPBELL, CA · 95011
Phone
(408) 871-2227
Industry
Educational Servicessee 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
2025-10-02
Pension benefit codes
2A · Age/service weighted or new comparability
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)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
COULTER & JUSTUS, P.C.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | -$9K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LPL FINANCIAL LLC | 04-3046611 | — | ADVISOR | $0 | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| COULTER & JUSTUS, P.C. | 62-1532536 | — | ACCOUNTANT/AUDITOR | $12K | — |
Investments
30 direct securities· $15.1M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| American Funds AF Trgt Date 2040 R3 (1) | — | — | — | $3.4M | 22.6% | |
| American Funds AF Trgt Date 2045 R3 (1) | — | — | — | $1.8M | 11.8% | |
| American Funds AF Trgt Date 2050 R3 (1) | — | — | — | $1.5M | 10.3% | |
| Fidelity Management Trust Company FID 500 Index (1) | — | — | — | $1.2M | 8.0% | |
| American Funds AF Trgt Date 2035 R3 (1) | — | — | — | $1.2M | 8.0% | |
| American Funds AF Trgt Date 2030 R3 (1) | — | — | — | $911K | 6.0% | |
| American Funds AF Trgt Date 2055 R3 (1) | — | — | — | $787K | 5.2% | |
| American Funds AF Trgt Date 2060 R3 (1) | — | — | — | $712K | 4.7% | |
| American Funds AF Trgt Date 2025 R3 (1) | — | — | — | $598K | 4.0% | |
| Fidelity Management Trust Company FA Growth Opps A (1) | — | — | — | $339K | 2.2% | |
| JPMorgan JPM Core Plus Bnd R6 (1) | — | — | — | $310K | 2.1% | |
| Fidelity Management Trust Company FA Technology A (1) | — | — | — | $266K | 1.8% | |
| JPMorgan JPM Mid Cap Grth R3 (1) | — | — | — | $256K | 1.7% | |
| BlackRock Blkrk Hlth Sci Ops A (1) | — | — | — | $234K | 1.5% | |
| Fidelity Management Trust Company FID Govt MMkt (1) | — | — | — | $232K | 1.5% | |
| Fidelity Management Trust Company FID Mid Cap Idx (1) | — | — | — | $205K | 1.4% | |
| Janus Henderson J H Venture S (1) | — | — | — | $203K | 1.3% | |
| BlackRock Blkrk Equity Div A (1) | — | — | — | $170K | 1.1% | |
| Fidelity Management Trust Company FID Sm Cap Idx (1) | — | — | — | $131K | 0.9% | |
| Participant notes receivable Loans bearing interest at rates ranging from 4.25% to 9.5%, to be repaid through 2045 – | — | — | — | $123K | 0.8% | |
| Fidelity Management Trust Company FID Intl Index (1) | — | — | — | $120K | 0.8% | |
| Lord Abbett Ld Abt Sh Dtn Inc A (1) | — | — | — | $75K | 0.5% | |
| American Funds AF Trgt Date 2065 R3 (1) | — | — | — | $69K | 0.5% | |
| Fidelity Management Trust Company FA Intl Growth A (1) | — | — | — | $57K | 0.4% | |
| Fidelity Management Trust Company FA Smal Vap Val A (1) | — | — | — | $31K | 0.2% | |
| PGIM High Yield R4 (1) | — | — | — | $27K | 0.2% | |
| American Funds AF New World R3 (1) | — | — | — | $23K | 0.2% | |
| American Funds AF Trgt Date 2020 R3 (1) | — | — | — | $21K | 0.1% | |
| Allspring AS Spl Mid Cap Val A (1) | — | — | — | $6K | <0.1% | |
| Fidelity Management Trust Company FID US Sustn Idx (1) | — | — | — | $4K | <0.1% |
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