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Original filing (PDF)20251013185619NAL0001860273001
IES DOWNSTEAM LLC
Form 5500
FILING_RECEIVED
IES DOWNSTREAM LLC 401(K) PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
140
Accounts w/ balance
209
Plan assets (EOY)
$32.6M
Net assets (EOY)
$32.6M
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)
98
/ 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
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Helping the score
- Below-peer total fees (5 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for IES DOWNSTEAM LLC.
Plan sponsor
Name
IES DOWNSTEAM LLC
EIN
81-2666260
Address
91-480 MALAKOLE ST · KAPOLEI, HI · 96707
Phone
(808) 682-5711
Industry
Utilitiessee 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
2025-10-13
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
KHM LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsOther
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| THE VANGUARD GROUP, INC. | 23-1945930 | — | NONE | $15K | — |
Investments
29 direct securities· $31.6M(97% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Target Retirement 2035 Fund | — | — | — | $5.2M | 15.9% | |
| Vanguard Target Retirement 2030 Fund | — | — | — | $4.0M | 12.3% | |
| Vanguard 500 Index Fund Admiral Shares | — | — | — | $3.6M | 11.0% | |
| Vanguard U.S. Growth Fund Admiral Shares | — | — | — | $3.3M | 10.0% | |
| Vanguard Target Retirement 2055 Fund | — | — | — | $1.7M | 5.3% | |
| Vanguard Target Retirement 2025 Fund | — | — | — | $1.7M | 5.3% | |
| Vanguard Target Retirement 2040 Fund | — | — | — | $1.7M | 5.2% | |
| Vanguard Large-Cap Index Fund Admiral Shares | — | — | — | $1.5M | 4.5% | |
| Vanguard Target Retirement 2045 Fund | — | — | — | $1.3M | 4.0% | |
| Vanguard Target Retirement 2050 Fund | — | — | — | $1.3M | 3.9% | |
| July 2045. | — | — | — | $1.0M | 3.2% | |
| Vanguard Federal Money Market Fund | — | — | — | $979K | 3.0% | |
| Vanguard Small-Cap Index Fund Admiral Shares | — | — | — | $786K | 2.4% | |
| Vanguard Total Bond Market Index Fund Admiral Shares | — | — | — | $699K | 2.1% | |
| Vanguard Target Retirement 2020 Fund | — | — | — | $450K | 1.4% | |
| Vanguard Windsor II Fund Admiral Shares | — | — | — | $443K | 1.4% | |
| Vanguard Target Retirement Income | — | — | — | $422K | 1.3% | |
| Vanguard Target Retirement 2060 Fund | — | — | — | $285K | 0.9% | |
| Dodge & Cox Income Fund Class I | — | — | — | $281K | 0.9% | |
| Vanguard Real Estate Index Fund Admiral Shares | — | — | — | $190K | 0.6% | |
| Vanguard Total World Stock Index Fund Admiral Shares | — | — | — | $183K | 0.6% | |
| Vanguard Extended Market Index Fund Admiral Shares | — | — | — | $162K | 0.5% | |
| American Fund EuroPacific Growth Fund; Class R-6 | — | — | — | $97K | 0.3% | |
| Vanguard Emerging Markets Stock Index Fund Admiral Shares | — | — | — | $91K | 0.3% | |
| Vanguard Target Retirement 2065 Fund | — | — | — | $88K | 0.3% | |
| Vanguard Inflation-Protected Securities Fund Admiral Shares | — | — | — | $82K | 0.3% | |
| Vanguard Short-Term Bond Index Fund Admiral Shares | — | — | — | $41K | 0.1% | |
| Vanguard Target Retirement 2070 Fund | — | — | — | $39K | 0.1% | |
| Vanguard Developed Markets Index Fund Admiral Shares | — | — | — | $23K | <0.1% |
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