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Original filing (PDF)20251015094224NAL0005839696001
INTERIOR LOGIC GROUP HOLDINGS IV, LLC
Form 5500
FILING_RECEIVED
INTERIOR LOGIC GROUP 401(K) PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
3,417
Accounts w/ balance
5,092
Plan assets (EOY)
$153.8M
Net assets (EOY)
$153.8M
How this plan invests
This plan
26 pooled trusts
Schedule D
14 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
89
/ 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
65
Vendor stack
80
Participation health
100
Knocking points off
- 44 bps in Schedule C fees — 345% above peer band of 10 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for INTERIOR LOGIC GROUP HOLDINGS IV, LLC.
Plan sponsor
Name
INTERIOR LOGIC GROUP HOLDINGS IV, LLC
EIN
83-0573621
Address
15822 BERNARDO CENTER DRIVE · SUITE 102 · SAN DIEGO, CA · 92127
Phone
(800) 959-8333
Industry
Constructionsee 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
2025-10-15
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
PKC KUEBLER, APC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsOther
3| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| JOHN HANCOCK RETIREMENT PLAN SRVCS | 01-0233346 | — | RETAINED BY EMPLOYER | $505K | — |
| GLOBAL RETIREMENT PARTNERS LLC | — | SAN RAFAEL, CA | RETAINED BY EMPLOYER | $145K | — |
| PKC KUEBLER, APC | 46-1483607 | — | RETAINED BY EMPLOYER | $34K | — |
Investments
1 direct security · 26 pooled funds· $100.6M(65% 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.
Common Collective Trust
$89.3M
26 holdings
Uncategorized
$11.3M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| PRINCIPAL LIFETIME HYBD 2045 PRINCIPAL GLOBAL INVESTORS TRUST COMPANY · EIN 26-6447574 / PN 008 | Common Collective Trust | — | — | $13.1M | 8.5% | |
| GOLDMAN SACHS STABLE VALUE COLLECTIVE TRUST | — | — | $12.5M | $11.3M | 7.4% | |
| GOLDMAN SV CIT INST SERIES CL THE GOLDMAN SACHS TRUST COMPANY · EIN 13-4166989 / PN 025 | Common Collective Trust | — | — | $11.3M | 7.4% | |
| PRINCIPAL LIFETIME HYBD 2040 PRINCIPAL GLOBAL INVESTORS TRUST COMPANY · EIN 26-6447574 / PN 007 | Common Collective Trust | — | — | $11.1M | 7.2% | |
| PRINCIPAL LIFETIME HYBD 2035 PRINCIPAL GLOBAL INVESTORS TRUST COMPANY · EIN 26-6447574 / PN 006 | Common Collective Trust | — | — | $10.3M | 6.7% | |
| PRINCIPAL LIFETIME HYBD 2050 PRINCIPAL GLOBAL INVESTORS TRUST COMPANY · EIN 26-6447574 / PN 009 | Common Collective Trust | — | — | $9.9M | 6.4% | |
| PRINCIPAL LIFETIME HYBD 2060 PRINCIPAL GLOBAL INVESTORS TRUST COMPANY · EIN 26-6447574 / PN 012 | Common Collective Trust | — | — | $9.6M | 6.3% | |
| PRINCIPAL LIFETIME HYBD 2055 PRINCIPAL GLOBAL INVESTORS TRUST COMPANY · EIN 26-6447574 / PN 010 | Common Collective Trust | — | — | $8.3M | 5.4% | |
| PRINCIPAL LIFETIME HYBD 2030 PRINCIPAL GLOBAL INVESTORS TRUST COMPANY · EIN 26-6447574 / PN 005 | Common Collective Trust | — | — | $7.3M | 4.8% | |
| PRINCIPAL LIFETIME HYBD 2025 PRINCIPAL GLOBAL INVESTORS TRUST COMPANY · EIN 26-6447574 / PN 004 | Common Collective Trust | — | — | $4.9M | 3.2% | |
| PRINCIPAL LIFETIME HYBD 2020 PRINCIPAL GLOBAL INVESTORS TRUST COMPANY · EIN 26-6447574 / PN 003 | Common Collective Trust | — | — | $1.1M | 0.7% | |
| PRINCIPAL LIFETIME HYBD 2065 PRINCIPAL GLOBAL INVESTORS TRUST COMPANY · EIN 26-6447574 / PN 013 | Common Collective Trust | — | — | $1.1M | 0.7% | |
| PRINCIPAL LIFETIME HYBD INCOME PRINCIPAL GLOBAL INVESTORS TRUST COMPANY · EIN 26-6447574 / PN 011 | Common Collective Trust | — | — | $791K | 0.5% | |
| PRINCIPAL LIFETIME HYBD 2015 PRINCIPAL GLOBAL INVESTORS TRUST COMPANY · EIN 26-6447574 / PN 002 | Common Collective Trust | — | — | $305K | 0.2% | |
| PRINCIPAL LIFETIME HYBD 2070 PRINCIPAL GLOBAL INVESTORS TRUST COMPANY · EIN 26-6447574 / PN 014 | Common Collective Trust | — | — | $88K | <0.1% | |
| PRINCIPAL LIFETIME HYBD INCOME Z PRINCIPAL GLOBAL INVESTORS TRUST COMPANY · EIN 26-6447574 / PN 011 | Common Collective Trust | — | — | $0 | <0.1% | |
| PRINCIPAL LIFETIME HYBD 2015 Z PRINCIPAL GLOBAL INVESTORS TRUST COMPANY · EIN 26-6447574 / PN 002 | Common Collective Trust | — | — | $0 | <0.1% | |
| PRINCIPAL LIFETIME HYBD 2020 Z PRINCIPAL GLOBAL INVESTORS TRUST COMPANY · EIN 26-6447574 / PN 003 | Common Collective Trust | — | — | $0 | <0.1% | |
| PRINCIPAL LIFETIME HYBD 2025 Z PRINCIPAL GLOBAL INVESTORS TRUST COMPANY · EIN 26-6447574 / PN 004 | Common Collective Trust | — | — | $0 | <0.1% | |
| PRINCIPAL LIFETIME HYBD 2030 Z PRINCIPAL GLOBAL INVESTORS TRUST COMPANY · EIN 26-6447574 / PN 005 | Common Collective Trust | — | — | $0 | <0.1% | |
| PRINCIPAL LIFETIME HYBD 2035 Z PRINCIPAL GLOBAL INVESTORS TRUST COMPANY · EIN 26-6447574 / PN 006 | Common Collective Trust | — | — | $0 | <0.1% | |
| PRINCIPAL LIFETIME HYBD 2040 Z PRINCIPAL GLOBAL INVESTORS TRUST COMPANY · EIN 26-6447574 / PN 007 | Common Collective Trust | — | — | $0 | <0.1% | |
| PRINCIPAL LIFETIME HYBD 2045 Z PRINCIPAL GLOBAL INVESTORS TRUST COMPANY · EIN 26-6447574 / PN 008 | Common Collective Trust | — | — | $0 | <0.1% | |
| PRINCIPAL LIFETIME HYBD 2050 Z PRINCIPAL GLOBAL INVESTORS TRUST COMPANY · EIN 26-6447574 / PN 009 | Common Collective Trust | — | — | $0 | <0.1% | |
| PRINCIPAL LIFETIME HYBD 2055 Z PRINCIPAL GLOBAL INVESTORS TRUST COMPANY · EIN 26-6447574 / PN 010 | Common Collective Trust | — | — | $0 | <0.1% | |
| PRINCIPAL LIFETIME HYBD 2060 Z PRINCIPAL GLOBAL INVESTORS TRUST COMPANY · EIN 26-6447574 / PN 012 | Common Collective Trust | — | — | $0 | <0.1% | |
| MANNING & NAPIER DIS VAL CIT U EXETER TRUST COMPANY · EIN 02-0476209 / PN 059 | Common Collective Trust | — | — | $0 | <0.1% |
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