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Original filing (PDF)20250904114031NAL0027335952001
INTERMOUNTAIN ELECTRONICS, INC. OF PRICE, UTAH
Form 5500
FILING_RECEIVED
INTERMOUNTAIN ELECTRONICS, INC. OF PRICE, UTAH 401(K) PROFIT SHARING PLAN
401(k) retirement plan
Active participants
587
Accounts w/ balance
740
Plan assets (EOY)
$36.8M
Net assets (EOY)
$36.8M
How this plan invests
This plan
13 pooled trusts
Schedule D
38 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
91
/ 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
100
Participation health
100
Knocking points off
- 51 bps in Schedule C fees — 75% above peer band of 29 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for INTERMOUNTAIN ELECTRONICS, INC. OF PRICE, UTAH.
Plan sponsor
Name
INTERMOUNTAIN ELECTRONICS, INC. OF PRICE, UTAH
EIN
87-0465100
Address
1511 S HWY 6 · PRICE, UT · 84501
Phone
(435) 637-7160
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
2025-09-04
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)
Audit & trust (Schedule H)
Auditor
TANNER LLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $66K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| KESTRA ADVISORY SERVICES LLC | — | AUSTIN, TX | INVESTMENT ADVISOR | $112K | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TANNER LLC | — | SALT LAKE CITY, UT | AUDITOR | $8K | — |
Investments
32 direct securities · 13 pooled funds· $39.2M(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
$26.4M
31 holdings
Common Collective Trust
$9.0M
13 holdings
Mutual Funds
$3.8M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity INTERNATIONAL INDEX | Mutual Funds | — | — | $3.8M | 10.3% | |
| Fidelity 500 INDEX | — | — | — | $3.0M | 8.2% | |
| LARGE CAP GROWTH FUND III FEE CLASS GREAT GRAY · EIN 38-7275327 / PN 001 | Common Collective Trust | — | — | $2.7M | 7.4% | |
| American Funds AMERICAN FUNDS 2055 TRGT DATE RETIRE R6 | — | — | — | $2.5M | 6.7% | |
| LARGE CAP VALUE I1 GREAT GRAY · EIN 38-4065329 / PN 426 | Common Collective Trust | — | — | $2.1M | 5.8% | |
| American Funds AMERICAN FUNDS 2045 TRGT DATE RETIRE R6 | — | — | — | $2.0M | 5.5% | |
| American Funds AMERICAN FUNDS NEW WORLD R6 | — | — | — | $1.7M | 4.6% | |
| CORE BOND I1 GREAT GRAY · EIN 82-1986152 / PN 000 | Common Collective Trust | — | — | $1.7M | 4.5% | |
| American Funds AMERICAN FUNDS 2065 TRGT DATE RETIRE R6 | — | — | — | $1.6M | 4.4% | |
| Vanguard MID-CAP VALUE INDEX ADMIRAL | — | — | — | $1.4M | 3.9% | |
| Vanguard MID-CAP GROWTH INDEX ADMIRAL | — | — | — | $1.2M | 3.3% | |
| American Funds AMERICAN FUNDS 2030 TRGT DATE RETIRE R6 | — | — | — | $1.0M | 2.8% | |
| Empower Annuity Insurance Company of America CORE BOND II | — | — | — | $1.0M | 2.8% | |
| SMALL CAP VALUE FUND III CL I1 GREAT GRAY · EIN 38-7289846 / PN 001 | Common Collective Trust | — | — | $1.0M | 2.8% | |
| American Funds AMERICAN FUNDS 2060 TRGT DATE RETIRE R6 | — | — | — | $987K | 2.7% | |
| Empower Annuity Insurance Company of America SMALL CAP GROWTH L1 | — | — | — | $982K | 2.7% | |
| BLACKROCK EQUITY INDEX 1 GREAT GRAY · EIN 20-3802168 / PN 001 | Common Collective Trust | — | — | $982K | 2.7% | |
| Fidelity MID CAP INDEX | — | — | — | $946K | 2.6% | |
| American Funds AMERICAN FUNDS 2035 TRGT DATE RETIRE R6 | — | — | — | $902K | 2.4% | |
| ranging from 2024 to 2036. -0- | — | — | — | $824K | 2.2% | |
| Fidelity SMALL CAP INDEX | — | — | — | $797K | 2.2% | |
| American Funds AMERICAN FUNDS 2050 TRGT DATE RETIRE R6 | — | — | — | $757K | 2.1% | |
| American Funds AMERICAN FUNDS 2040 TRGT DATE RETIRE R6 | — | — | — | $721K | 2.0% | |
| Fidelity TOTAL INTERNATIONAL INDEX | — | — | — | $586K | 1.6% | |
| Pimco REAL ESTATE REAL RETURN STRATEGY | — | — | — | $528K | 1.4% | |
| MFS RESEARCH INTERNATIONAL R6 | — | — | — | $450K | 1.2% | |
| State Street STATE STREET AGGREGATE BOND INDEX K | — | — | — | $425K | 1.2% | |
| Empower Annuity Insurance Company of America BLACKROCK RUSSELL 2000 INDEX FUND R | — | — | — | $397K | 1.1% | |
| SMALL CAP GROWTH L1 GREAT GRAY · EIN 38-4097324 / PN 487 | Common Collective Trust | — | — | $397K | 1.1% | |
| Fixed-annuity Contract * Empower Annuity Insurance Company of America Key Guaranteed Portfolio Fund | — | — | — | $372K | 1.0% | |
| Federated HERMES OPPORTNSTC HI-YLD BD IS | — | — | — | $331K | 0.9% | |
| American Funds AMERICAN FUNDS NEW PERSPECTIVE R6 | — | — | — | $218K | 0.6% | |
| Dimensional Fund Advisors DFA INFLATION-PROTECTED SECURITIES I | — | — | — | $214K | 0.6% | |
| American Funds AMERICAN FUNDS 2025 TRGT DATE RETIRE R6 | — | — | — | $201K | 0.5% | |
| State Street STATE STREET SMALL/MID CAP EQUITY IDX K | — | — | — | $152K | 0.4% | |
| BLACKROCK DEVELOPED REAL ESTATE 1 GREAT GRAY · EIN 38-4065314 / PN 411 | Common Collective Trust | — | — | $81K | 0.2% | |
| Fidelity INTERMEDIATE TREASURY BOND IDX | — | — | — | $50K | 0.1% | |
| American Funds AMERICAN FUNDS 2020 TRGT DATE RETIRE R6 | — | — | — | $50K | 0.1% | |
| BLACKROCK U.S. TIPS INDEX 1 GREAT GRAY · EIN 38-4116835 / PN 510 | Common Collective Trust | — | — | $35K | <0.1% | |
| Fidelity LONG TERM TREASURY BOND INDEX | — | — | — | $21K | <0.1% | |
| BLACKROCK LONG TERM CREDIT INDEX FD GREAT GRAY · EIN 99-1781192 / PN 001 | Common Collective Trust | — | — | $1K | <0.1% | |
| FIXED INCOME ALLOCATION I1 GREAT GRAY · EIN 38-4126269 / PN 573 | Common Collective Trust | — | — | $0 | <0.1% | |
| BLACKROCK RUSSELL 1000 INDEX 1 GREAT GRAY · EIN 20-3802223 / PN 002 | Common Collective Trust | — | — | $0 | <0.1% | |
| BLACKROCK RUSSELL 2000 INDEX FUND R GREAT GRAY · EIN 20-3802587 / PN 004 | Common Collective Trust | — | — | $0 | <0.1% | |
| BLACKROCK MSCI ACWI EX-U.S. INDEX R GREAT GRAY · EIN 81-1950980 / PN 013 | Common Collective Trust | — | — | $0 | <0.1% |