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Original filing (PDF)20250818135900NAL0000684403001
MADISON IAQ LLC
Form 5500
FILING_RECEIVED
MADISON AIR 401(K) PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
3,638
Accounts w/ balance
4,406
Plan assets (EOY)
$279.9M
Net assets (EOY)
$279.9M
How this plan invests
This plan
2 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)
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.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for MADISON IAQ LLC.
Plan sponsor
Name
MADISON IAQ LLC
EIN
82-3247004
Address
444 W. LAKE ST. · SUITE 4460 · CHICAGO, IL · 60606
Phone
(541) 908-1398
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
2025-08-18
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
BAKER TILLY US, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsOther
4| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SCHWAB RETIREMENT PLAN SERVICES,INC | 34-1479833 | — | NONE | $189K | — |
| TRUIST BANK | 56-1074313 | — | NONE | $76K | — |
| WORLD INVESTMENT ADVISORS, LLC | 61-1758632 | — | NONE | $29K | — |
| HANCOCK ASKEW CO LLP | 58-0662558 | — | NONE | $18K | — |
Investments
35 direct securities · 2 pooled funds· $282.8M(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
$272.0M
35 holdings
Common Collective Trust
$10.9M
2 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| American Funds American Funds Trgtdt 2030 R6 | — | — | — | $27.2M | 9.7% | |
| American Funds American Funds Trgtdt 2040 R6 | — | — | — | $25.7M | 9.2% | |
| Fidelity Investments Fidelity 500 Index | — | — | — | $24.7M | 8.8% | |
| American Funds American Funds Trgtdt 2045 R6 | — | — | — | $24.6M | 8.8% | |
| American Funds American Funds Trgtdt 2035 R6 | — | — | — | $24.4M | 8.7% | |
| JPMorgan Large Cap Growth R6 | — | — | — | $22.2M | 7.9% | |
| American Funds American Funds Trgtdt 2025 R6 | — | — | — | $19.8M | 7.1% | |
| American Funds American Funds Trgtdt 2050 R6 | — | — | — | $16.1M | 5.8% | |
| American Funds American Funds Trgtdt 2055 R6 | — | — | — | $14.1M | 5.0% | |
| RELIANCE TR CO SVF CIT SERIES 25053 RELIANCE TRUST COMPANY · EIN 46-6625485 / PN 001 | Common Collective Trust | — | — | $10.7M | 3.8% | |
| American Funds American Funds Trgtdt 2060 R6 | — | — | — | $6.3M | 2.2% | |
| American Funds American Funds Trgtdt 2020 R6 | — | — | — | $6.1M | 2.2% | |
| Vanguard Small Cap Index Admrl | — | — | — | $5.5M | 1.9% | |
| Vanguard Intl Growth Admiral | — | — | — | $5.0M | 1.8% | |
| Franklin Templeton Investments Putnam Large Cap Value R6 | — | — | — | $5.0M | 1.8% | |
| American Funds American Balanced Fund R6 | — | — | — | $3.6M | 1.3% | |
| American Funds American Funds Trgtdt 2065 R6 | — | — | — | $3.5M | 1.2% | |
| Fidelity Investments Fidelity Value Fund Class K | — | — | — | $3.4M | 1.2% | |
| Delaware Funds Ivy Mid Cap Growth N | — | — | — | $3.2M | 1.1% | |
| Allspring Global Investments Allspring Core Plus Bond R6 | — | — | — | $3.0M | 1.1% | |
| PARTICIPANT LOANS (3.25% - 9.50%) | — | — | — | $2.9M | 1.0% | |
| Participants all outstanding notes. - | — | — | — | $2.9M | 1.0% | |
| Vanguard Extended Mkt Indx Adm | — | — | — | $2.9M | 1.0% | |
| Money market fund * Charles Schwab Government Money Inv ** 796 Mutual funds Alliance Bernstein AB Small Cap Growth Z | — | — | — | $2.8M | 1.0% | |
| American Funds American Funds New World R6 | — | — | — | $2.6M | 0.9% | |
| Vanguard Tot Intl Stk Idx Adm | — | — | — | $2.5M | 0.9% | |
| PIMCO Income Institutional | — | — | — | $2.2M | 0.8% | |
| Fidelity Investments Fidelity Mid Cap Index | — | — | — | $2.2M | 0.8% | |
| PIMCO Real Return Fund - Instl | — | — | — | $2.0M | 0.7% | |
| JPMorgan Us Small Co R6 | — | — | — | $2.0M | 0.7% | |
| American Funds American Funds Trgtdt 2015 R6 | — | — | — | $933K | 0.3% | |
| Vanguard Interm Term Bd Idx A | — | — | — | $833K | 0.3% | |
| Invesco Small Cap Value R6 | — | — | — | $803K | 0.3% | |
| Nuveen, LLC Nuveen Real Estate Sec Sel R6 | — | — | — | $576K | 0.2% | |
| American Funds American Funds Trgtdt 2010 R6 | — | — | — | $526K | 0.2% | |
| SCHWAB GOVERNMENT MONEY INV Money Market / Cash Equivalent 796 MORLEY STABLE VALUE FUND Common Collective Trust Fund | — | — | — | $213K | <0.1% | |
| MORLEY STABLE VALUE FUND PRINCIPAL GLOBAL INVESTORS TRUST COMPANY · EIN 93-6274329 / PN 001 | Common Collective Trust | — | — | $213K | <0.1% |
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