How big is Intermountain Electronics, Inc. of Price, Utah's plan?

Intermountain Electronics, Inc. of Price, Utah's plan reported $36.8M in assets and 587 participants for 2024.

Original filing (PDF)20250904114031NAL0027335952001

Intermountain Electronics, Inc. of Price, Utah

Name: Intermountain Electronics, Inc. of Price, Utah — Form 5500 Plan 001 (2024)
Creator: Intermountain Electronics, Inc. of Price, Utah
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Intermountain Electronics, Inc. of Price, Utah 401(k) Profit Sharing Plan

401(k) retirement plan · Intermountain Electronics, Inc. of Price, Utah's Intermountain Electronics, Inc. of Price, Utah 401(k) Profit Sharing Plan held $36.8M in plan assets for 587 participants in 2024, with Empower as recordkeeper.

Signals · 2

17% employer stockCorrective distributions issued

Active participants

587

Accounts w/ balance

740

Plan assets (EOY)

$36.8M

Net assets (EOY)

$36.8M

People on this filing

ALAN Mackiewicz signed Intermountain Electronics, Inc. of Price, Utah's 2024 Form 5500 as plan administrator.

ALAN Mackiewicz — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Intermountain Electronics, Inc. of Price, Utah's EIN is 87-0465100.

EIN 87-0465100

Plan number 001

Plan year 2024

ACK ID 20250904114031NAL0027335952001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Intermountain Electronics, Inc. of Price, Utah from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Intermountain Electronics, Inc. of Price, Utah's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for INTERMOUNTAIN ELECTRONICS, INC. OF PRICE, UTAH.

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How this plan invests

This plan

13 pooled trusts

Schedule D

32 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

Average plan with room to improve

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool.

Compliance & integrity

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Corrective distributions issued (likely failed ADP/ACP testing).
Total administrative cost in the bottom quartile of peers (21st percentile).

Plan sponsor

Name

INTERMOUNTAIN ELECTRONICS, INC. OF PRICE, UTAH

EIN

all filings

Address

1511 S HWY 6 · PRICE, UT · 84501

Phone

(435) 637-7160

Industry

Manufacturing

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)

Service providers (Schedule C)

3 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
EMPOWER ANNUITY INSURANCE COMPANY O	—	GREENWOOD VILLAGE, CO	RECORDKEEPER	$66K	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
KESTRA ADVISORY SERVICES LLC	—	AUSTIN, TX	INVESTMENT ADVISOR	$112K	—

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.

Mutual Funds

$22.6M

21 holdings

Common Collective Trust

$9.0M

13 holdings

Common Collective Trusts

$3.6M

3 holdings

Common Stocks

$2.4M

3 holdings

Other securities

$1.6M

3 holdings

U.S. Treasuries

$72K

2 holdings

					% of plan
Fidelity INTERNATIONAL INDEX	Mutual Funds	—	—	$3.8M	10.3%
Fidelity 500 INDEX	Common Collective Trusts	—	—	$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	Mutual Funds	—	—	$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	Mutual Funds	—	—	$2.0M	5.5%
American Funds AMERICAN FUNDS NEW WORLD R6	Mutual Funds	—	—	$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	Mutual Funds	—	—	$1.6M	4.4%
Vanguard MID-CAP VALUE INDEX ADMIRAL	Mutual Funds	—	—	$1.4M	3.9%
Vanguard MID-CAP GROWTH INDEX ADMIRAL	Mutual Funds	—	—	$1.2M	3.3%
American Funds AMERICAN FUNDS 2030 TRGT DATE RETIRE R6	Mutual Funds	—	—	$1.0M	2.8%
Empower Annuity Insurance Company of America CORE BOND II	Common Stocks	—	—	$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	Mutual Funds	—	—	$987K	2.7%
Empower Annuity Insurance Company of America SMALL CAP GROWTH L1	Common Stocks	—	—	$982K	2.7%
BLACKROCK EQUITY INDEX 1 GREAT GRAY · EIN 20-3802168 / PN 001	Common Collective Trust	—	—	$982K	2.7%
Fidelity MID CAP INDEX	Mutual Funds	—	—	$946K	2.6%
American Funds AMERICAN FUNDS 2035 TRGT DATE RETIRE R6	Mutual Funds	—	—	$902K	2.4%
ranging from 2024 to 2036. -0-	Other securities	—	—	$824K	2.2%
Fidelity SMALL CAP INDEX	Mutual Funds	—	—	$797K	2.2%
American Funds AMERICAN FUNDS 2050 TRGT DATE RETIRE R6	Mutual Funds	—	—	$757K	2.1%
American Funds AMERICAN FUNDS 2040 TRGT DATE RETIRE R6	Mutual Funds	—	—	$721K	2.0%
Fidelity TOTAL INTERNATIONAL INDEX	Mutual Funds	—	—	$586K	1.6%
Pimco REAL ESTATE REAL RETURN STRATEGY	Mutual Funds	—	—	$528K	1.4%
MFS RESEARCH INTERNATIONAL R6	Mutual Funds	—	—	$450K	1.2%
State Street STATE STREET AGGREGATE BOND INDEX K	Other securities	—	—	$425K	1.2%
Empower Annuity Insurance Company of America BLACKROCK RUSSELL 2000 INDEX FUND R	Common Collective Trusts	—	—	$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	Common Stocks	—	—	$372K	1.0%
Federated HERMES OPPORTNSTC HI-YLD BD IS	Other securities	—	—	$331K	0.9%
American Funds AMERICAN FUNDS NEW PERSPECTIVE R6	Mutual Funds	—	—	$218K	0.6%
Dimensional Fund Advisors DFA INFLATION-PROTECTED SECURITIES I	Mutual Funds	—	—	$214K	0.6%
American Funds AMERICAN FUNDS 2025 TRGT DATE RETIRE R6	Mutual Funds	—	—	$201K	0.5%
State Street STATE STREET SMALL/MID CAP EQUITY IDX K	Common Collective Trusts	—	—	$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	U.S. Treasuries	—	—	$50K	0.1%
American Funds AMERICAN FUNDS 2020 TRGT DATE RETIRE R6	Mutual Funds	—	—	$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	U.S. Treasuries	—	—	$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%