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Original filing (PDF)20250710163719NAL0006772689001
IN-SITU, INC.
Form 5500
FILING_RECEIVED
IN-SITU, INC. 401(K) PROFIT SHARING PLAN
401(k) retirement plan
Signals · 2
No recordkeeper disclosed7 service providers
Active participants
189
Accounts w/ balance
244
Plan assets (EOY)
$20.2M
Net assets (EOY)
$20.2M
How this plan invests
This plan
1 pooled trust
Schedule D
34 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 IN-SITU, INC..
Plan sponsor
Name
IN-SITU, INC.
EIN
83-0245889
Address
221 E. LINCOLN AVENUE · FORT COLLINS, CO · 80524
Phone
(970) 498-1500
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
2025-07-10
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
PLANTE & MORAN, PLLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
7 rowsOther
7| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| T. ROWE PRICE RPS, INC. | 52-1309931 | — | NONE | $10K | — |
| ALLSPRING GLOBAL FUNDS | — | SAN FRANCISCO, CA | NONE | $0 | — |
| VICTORY FUNDS | 13-2700161 | — | NONE | $0 | — |
| DIMENSIONAL FUNDS | 95-4470812 | — | NONE | $0 | — |
| PRUDENTIAL JENNISON | 22-3703799 | — | NONE | $0 | — |
| FIDELITY | 04-2647786 | — | NONE | $0 | — |
| JP MORGAN FUNDS | 13-2624428 | — | NONE | $0 | — |
Investments
34 direct securities · 1 pooled fund· $20.9M(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
$20.2M
34 holdings
Common Collective Trust
$676K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| T. Rowe Price** Retirement 2035 Fund | — | — | — | $3.3M | 16.6% | |
| T. Rowe Price** Retirement 2030 Fund | — | — | — | $2.4M | 11.7% | |
| T. Rowe Price** Retirement 2025 Fund | — | — | — | $2.3M | 11.5% | |
| Fidelity 500 Index Fund | — | — | — | $1.8M | 8.9% | |
| T. Rowe Price** Retirement 2050 Fund | — | — | — | $1.3M | 6.6% | |
| T. Rowe Price** Retirement 2045 Fund | — | — | — | $1.3M | 6.6% | |
| T. Rowe Price** Retirement 2040 Fund | — | — | — | $1.1M | 5.3% | |
| T. Rowe Price** Retirement 2060 Fund | — | — | — | $982K | 4.9% | |
| T. Rowe Price** Retirement 2055 Fund | — | — | — | $809K | 4.0% | |
| Invesco Oppenheimer JPMorgan Longterm | — | — | — | $692K | 3.4% | |
| Allspring Small Company Growth Fund * 330 T. Rowe Price** Global Technology Fund * 29 T. Rowe Price** Common collective trust fund - Stable Value Fund | — | — | — | $676K | 3.3% | |
| TRP ST VAL COMMON TRUST FUND T. ROWE PRICE TRUST COMPANY · EIN 52-1309931 / PN 001 | Common Collective Trust | — | — | $676K | 3.3% | |
| T. Rowe Price** Retirement 2020 Fund | — | — | — | $505K | 2.5% | |
| Fidelity Total Market Index Fund | — | — | — | $390K | 1.9% | |
| Fidelity U.S. Bond Index Fund | — | — | — | $311K | 1.5% | |
| T. Rowe Price** U.S. Bond Index Fund | — | — | — | $258K | 1.3% | |
| T. Rowe Price** U.S. Large-Cap Core Fund | — | — | — | $244K | 1.2% | |
| T. Rowe Price** International Value Equity Fund | — | — | — | $228K | 1.1% | |
| Prudential High Yield Fund | — | — | — | $186K | 0.9% | |
| T. Rowe Price** Mid-Cap Value Fund | — | — | — | $177K | 0.9% | |
| T. Rowe Price** Mid-Cap Growth Fund | — | — | — | $170K | 0.8% | |
| Prudential Total Return Bond Fund | — | — | — | $162K | 0.8% | |
| November 2029, secured by participant vested account balances - | — | — | — | $155K | 0.8% | |
| Fidelity International Index Fund | — | — | — | $111K | 0.5% | |
| Victory Small Company Opportunity Fund | — | — | — | $106K | 0.5% | |
| T. Rowe Price** Retirement 2065 Fund | — | — | — | $86K | 0.4% | |
| T. Rowe Price** Capital Appreciation Fund | — | — | — | $83K | 0.4% | |
| Dimensional Fund Advisors Inflation-Protected Securities Fund | — | — | — | $77K | 0.4% | |
| T. Rowe Price** Emerging Markets Fund | — | — | — | $61K | 0.3% | |
| T. Rowe Price** Value Fund | — | — | — | $59K | 0.3% | |
| Fidelity Small-Cap Index Fund | — | — | — | $51K | 0.3% | |
| T. Rowe Price** Retirement Balanced Fund | — | — | — | $25K | 0.1% | |
| T. Rowe Price** Retirement 2010 Fund | — | — | — | $12K | <0.1% | |
| T. Rowe Price** Retirement 2015 Fund | — | — | — | $8K | <0.1% | |
| T. Rowe Price** Mid-Cap | — | — | — | $4K | <0.1% |