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Original filing (PDF)20251010051530NAL0004363651001
IRONCLAD ENVIRONMENTAL SOLUTIONS
Form 5500
FILING_RECEIVED
IRONCLAD ENVIRONMENTAL SOLUTIONS 401(K) PLAN
401(k) retirement plan
Active participants
543
Accounts w/ balance
475
Plan assets (EOY)
$12.8M
Net assets (EOY)
$12.8M
How this plan invests
This plan
1 pooled trust
Schedule D
28 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
- 64 bps in Schedule C fees — 122% above peer band of 29 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for IRONCLAD ENVIRONMENTAL SOLUTIONS.
Plan sponsor
Name
IRONCLAD ENVIRONMENTAL SOLUTIONS
EIN
87-0795847
Address
4888 LOOP CENTRAL DR. · SUITE 440 · HOUSTON, TX · 77081
Phone
(713) 550-6767
Industry
Real Estatesee 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
2025-10-10
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)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
BEERS HAMERMAN COHEN & BURGER PC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $57K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| THE PATRIOT FNCL GRP INSUR. AGENCY, | 90-0138117 | — | INVESTMENT/FINANCIAL ADVI | $25K | — |
Investments
27 direct securities · 1 pooled fund· $12.2M(96% 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.
Registered Investment Companies
$12.1M
27 holdings
Common Collective Trust
$105K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| VAN TARGET RETIRE 2030 | Registered Investment Companies | — | — | $2.5M | 19.3% | |
| VAN TARGET RETIRE 2035 | Registered Investment Companies | — | — | $1.8M | 14.1% | |
| VAN TARGET RETIRE 2040 | Registered Investment Companies | — | — | $1.6M | 12.3% | |
| VAN TARGET RETIRE 2050 | Registered Investment Companies | — | — | $1.3M | 10.6% | |
| VAN TARGET RETIRE 2045 | Registered Investment Companies | — | — | $1.2M | 9.3% | |
| FID 500 IND | Registered Investment Companies | — | — | $715K | 5.6% | |
| VAN TARGET RETIRE 2055 | Registered Investment Companies | — | — | $492K | 3.9% | |
| VAN TARGET RETIRE 2025 | Registered Investment Companies | — | — | $491K | 3.8% | |
| JPMORGAN LARGE CAP GROWTH R6 | Registered Investment Companies | — | — | $404K | 3.2% | |
| VAN TARG RETIRE 2060 | Registered Investment Companies | — | — | $375K | 2.9% | |
| JPMORGAN US VALUE R6 | Registered Investment Companies | — | — | $181K | 1.4% | |
| DFA US TARGETED VAL PORT INST | Registered Investment Companies | — | — | $134K | 1.1% | |
| METLIFE REL ST VAL 25053 - 0 RELIANCE TRUST COMPANY · EIN 46-6625485 / PN 001 | Common Collective Trust | — | — | $105K | 0.8% | |
| MFS RESEARCH INTERNATIONAL R6 | Registered Investment Companies | — | — | $103K | 0.8% | |
| FID TOTAL INTERNATIONAL INDEX | Registered Investment Companies | — | — | $99K | 0.8% | |
| VAN TARGET RETIRE 2020 | Registered Investment Companies | — | — | $97K | 0.8% | |
| AMER FUNDS NEW PERSP R6 | Registered Investment Companies | — | — | $94K | 0.7% | |
| FID MID CAP INDEX | Registered Investment Companies | — | — | $84K | 0.7% | |
| VAN TARG RETIRE 2065 | Registered Investment Companies | — | — | $77K | 0.6% | |
| JOHN HANCOCK DISC VALUE MC R6 | Registered Investment Companies | — | — | $73K | 0.6% | |
| HARTFORD STRAT INC FUND R6 | Registered Investment Companies | — | — | $57K | 0.4% | |
| FID SMALL CAP INDEX | Registered Investment Companies | — | — | $53K | 0.4% | |
| FIDELITY ADVISOR TOTAL BOND Z | Registered Investment Companies | — | — | $51K | 0.4% | |
| FID US BOND IND | Registered Investment Companies | — | — | $46K | 0.4% | |
| VAN TARGET RETIRE INC | Registered Investment Companies | — | — | $45K | 0.3% | |
| MACQUARIE MID CAP GROWTH R6 | Registered Investment Companies | — | — | $36K | 0.3% | |
| AB SMALL CAP GROWTH PORT Z | Registered Investment Companies | — | — | $36K | 0.3% | |
| LOOMIS SAYLES GLOBAL BOND - N | Registered Investment Companies | — | — | $9K | <0.1% |
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