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Original filing (PDF)20250515161140NAL0014881459001
IPS ENTERPRISES, INC.
Form 5500
FILING_RECEIVED
IPS ENTERPRISES, INC. 403(B) RETIREMENT SAVINGS PLAN
403(b) retirement plan
Signals · 2
~128 bps in Sched C feesNo recordkeeper disclosed
Active participants
1,119
Accounts w/ balance
1,503
Plan assets (EOY)
$10.1M
Net assets (EOY)
$10.1M
Plan health score (directional)
84
/ 100
Grade B
Above-average plan
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
65
Vendor stack
80
Participation health
100
Knocking points off
- 128 bps in Schedule C fees — 342% above peer band of 29 bps.
- No recordkeeper disclosed on Schedule C.
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for IPS ENTERPRISES, INC..
Plan sponsor
Name
IPS ENTERPRISES, INC.
EIN
84-4633153
Address
2115 W. PIKE BLVD. · WESLACO, TX · 78596
Phone
(956) 377-8000
Industry
Educational Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2023
Plan year begin
2023-08-01
Tax period
2024-07-31
Filed
2025-05-15
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2L · 403(b)(1) annuity
2M · 403(b)(7) custodial accounts
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
LAPORTE CPAS & BUSINESS ADVISORS
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsOther
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TCG GROUP HOLDINGS, LLP | 20-0529591 | — | NONE | $129K | — |
Investments
The Schedule of Assets is filed as a free-form PDF attachment on EFAST2; we parse these offline and coverage is partial (priority is the largest plans by EOY assets). This plan also reports no pooled (Schedule D) interests, so its holdings aren’t hidden on a master-trust filing. The line-item data lives on DOL EFAST2 under the same ACK_ID.
See Methodology > Data linkages for how Form 5500 / Schedule H / Schedule D / Schedule of Assets fit together.
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