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Original filing (PDF)20251008105416NAL0009600416001
INDUSTRIAL DIELECTRICS, INC.
Form 5500
FILING_RECEIVED
INDUSTRIAL DIELECTRICS, INC. 401(K) PROFIT SHARING AND SAVINGS PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
122
Accounts w/ balance
157
Plan assets (EOY)
$52.0M
Net assets (EOY)
$52.0M
How this plan invests
This plan
23 pooled trusts
Schedule D
37 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
93
/ 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
80
Vendor stack
80
Participation health
100
Knocking points off
- 21 bps in Schedule C fees — modestly above peer band of 16 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for INDUSTRIAL DIELECTRICS, INC..
Plan sponsor
Name
INDUSTRIAL DIELECTRICS, INC.
EIN
80-0503722
Address
15389 NORTH POINTE BOULEVARD · NOBLESVILLE, IN · 46060
Phone
(317) 776-6580
Industry
Manufacturingsee 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
2025-10-08
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
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
FORVIS MAZARS
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsAdvisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NORTHWESTERN MUTUAL WEALTH MGMT | 39-2018056 | — | INVESTMENT ADVISORY | $0 | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $108K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MORNINGSTAR INVESTMENT MANAGEMENT L | 36-4317381 | — | INV ADV, PARTICIPANTS | $0 | — |
Investments
19 direct securities · 23 pooled funds· $56.4M(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
$25.0M
18 holdings
Pooled Separate Account
$22.9M
22 holdings
Common Collective Trust
$5.6M
1 holding
Mutual Funds
$2.9M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| JP Morgan Large Cap Growth R6 Fund 93,431 shares | — | — | $93K | $7.8M | 15.0% | |
| Fidelity 500 Index Fund 34,086 shares | — | — | $34K | $7.0M | 13.4% | |
| PRINCIPAL STABLE VALUE Z FUND PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 93-6274328 / PN 001 | Common Collective Trust | — | — | $5.6M | 10.7% | |
| PRIN SAM BALANCED SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 105 | Pooled Separate Account | — | $54K | $4.5M | 8.7% | |
| PRIN SAM CONS GROWTH SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 107 | Pooled Separate Account | — | $44K | $3.0M | 5.7% | |
| Vanguard Equity-Income Admiral Fund 32,774 shares | Mutual Funds | — | $33K | $2.9M | 5.6% | |
| PRIN SAM STRAT GROWTH SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 109 | Pooled Separate Account | — | $32K | $2.3M | 4.4% | |
| Principal Small Cap Growth Separate Account 40,102 units | — | — | $40K | $2.2M | 4.3% | |
| PRIN SMCAP GROWTH I SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 070 | Pooled Separate Account | — | — | $2.2M | 4.3% | |
| PRIN SAM CONS BALANCED SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 106 | Pooled Separate Account | — | $43K | $1.8M | 3.5% | |
| Fidelity Mid Cap Index Fund 44,011 shares | — | — | $44K | $1.5M | 2.9% | |
| PRIN CORE PLUS BOND SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 005 | Pooled Separate Account | — | $10K | $1.4M | 2.7% | |
| PRIN LIFETIME 2040 SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 078 | Pooled Separate Account | — | $23K | $1.2M | 2.4% | |
| PRIN LIFETIME 2045 SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 113 | Pooled Separate Account | — | $35K | $1.2M | 2.3% | |
| PRIN LIFETIME 2025 SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 111 | Pooled Separate Account | — | $35K | $962K | 1.8% | |
| JPMorgan Emerging Markets Equity R6 Fund 29,288 shares | — | — | $29K | $886K | 1.7% | |
| Principal Mid-Cap Value I Account 9,842 units | — | — | $10K | $873K | 1.7% | |
| PRIN MIDCAP VALUE I SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 043 | Pooled Separate Account | — | — | $873K | 1.7% | |
| Carillon Eagle Mid Cap Growth R6 Fund 11,078 shares | — | — | $11K | $864K | 1.7% | |
| PRIN SAM FLEXIBLE INCOME SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 108 | Pooled Separate Account | — | $16K | $801K | 1.5% | |
| Principal Diversified International Separate Account 5,720 units | — | — | $6K | $747K | 1.4% | |
| PRIN DIVERSIFIED INTL SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 015 | Pooled Separate Account | — | — | $747K | 1.4% | |
| Fidelity Small Cap Index Fund 22,410 shares | — | — | $22K | $620K | 1.2% | |
| Cohen & Steer Real Estate Securities Z Fund 32,751 shares | — | — | $33K | $566K | 1.1% | |
| Vanguard Small Cap Value Index Admiral Fund 5,930 shares | — | — | $6K | $505K | 1.0% | |
| Principal Lifetime Str Inc Separate Account 15,278 units | — | — | $15K | $453K | 0.9% | |
| PRIN LIFETIME STRAT INC SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 080 | Pooled Separate Account | — | — | $453K | 0.9% | |
| Lord Abbett Bond Debenture R6 Fund 62,609 shares | — | — | $63K | $444K | 0.9% | |
| PRIN LIFETIME 2050 SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 079 | Pooled Separate Account | — | $6K | $342K | 0.7% | |
| PRIN LIFETIME 2035 SEP ACT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 112 | Pooled Separate Account | — | $10K | $323K | 0.6% | |
| Fidelity International Index Fund 6,183 shares | — | — | $6K | $294K | 0.6% | |
| PRIN LIFETIME 2060 SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 130 | Pooled Separate Account | — | $8K | $229K | 0.4% | |
| PRIN LIFETIME 2030 SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 077 | Pooled Separate Account | — | $5K | $219K | 0.4% | |
| Maturing July 2025 to December 2029 | — | — | — | $176K | 0.3% | |
| PRIN LIFETIME 2055 SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 114 | Pooled Separate Account | — | $4K | $157K | 0.3% | |
| (E) | — | — | — | $91K | 0.2% | |
| PRIN LIFETIME 2065 SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 173 | Pooled Separate Account | — | $5K | $91K | 0.2% | |
| PRIN LIFETIME 2020 SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 076 | Pooled Separate Account | — | — | $16K | <0.1% | |
| PRIN LIFETIME 2015 SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 110 | Pooled Separate Account | — | — | $8K | <0.1% | |
| Principal Lifetime 2070 Separate Account 124 | — | — | — | $2K | <0.1% | |
| PRIN LIFETM 2070 SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 179 | Pooled Separate Account | — | — | $2K | <0.1% | |
| (E) | — | — | — | $2K | <0.1% |