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Original filing (PDF)20251007113034NAL0011382418001
INDUSTRIAL DYNAMICS CO. LTD
Form 5500
FILING_RECEIVED
FILTEC 401(K) PLAN
401(k) retirement plan
Active participants
82
Accounts w/ balance
141
Plan assets (EOY)
$14.2M
Net assets (EOY)
$14.2M
How this plan invests
This plan
34 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 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
100
Vendor stack
100
Participation health
100
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for INDUSTRIAL DYNAMICS CO. LTD.
Plan sponsor
Name
INDUSTRIAL DYNAMICS CO. LTD
EIN
95-2099682
Address
3100 FUJITA ST · TORRANCE, CA · 90505
Phone
(310) 257-2365
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
2025-10-07
Pension benefit codes
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2E · Profit-sharing
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
HUTCHINSON AND BLOODGOOD LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $4K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MORGAN STANLEY | 36-3145972 | — | INVESTMENT ADVISOR | $24K | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| HUTCHINSON & BLOODGOOD LLP | 95-0858589 | — | ACCOUNTANT/AUDITOR | $14K | — |
Investments
34 direct securities· $14.2M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| AMERICAN BALANCED R4 Mutual Fund | — | — | — | $2.6M | 18.3% | |
| FID 500 INDEX Mutual Fund | — | — | — | $2.5M | 17.5% | |
| Similar Party or Maturity Value Cost** Value * FID GOV CASH RESERVE Money Market Fund | — | — | — | $1.2M | 8.1% | |
| JPM EQUITY INCOME R5 Mutual Fund | — | — | — | $793K | 5.6% | |
| JPM LG CAP GROWTH R5 Mutual Fund | — | — | — | $658K | 4.6% | |
| FID SM CAP IDX Mutual Fund | — | — | — | $623K | 4.4% | |
| HTFD S INTL MLTCPV I Mutual Fund | — | — | — | $587K | 4.1% | |
| FID FDM IDX 2025 IPR Mutual Fund | — | — | — | $557K | 3.9% | |
| FH ULTRASHORT BD IS Mutual Fund | — | — | — | $460K | 3.2% | |
| AB GLOBAL BOND ADV Mutual Fund | — | — | — | $441K | 3.1% | |
| FID FDM IDX 2030 IPR Mutual Fund | — | — | — | $396K | 2.8% | |
| FID FDM IDX 2035 IPR Mutual Fund | — | — | — | $328K | 2.3% | |
| INVS INTL SMMID CO Y Mutual Fund | — | — | — | $320K | 2.3% | |
| PIONEER BOND K Mutual Fund | — | — | — | $319K | 2.2% | |
| FID MID CAP IDX Mutual Fund | — | — | — | $303K | 2.1% | |
| FID FDM IDX 2020 IPR Mutual Fund | — | — | — | $294K | 2.1% | |
| FID FDM IDX 2040 IPR Mutual Fund | — | — | — | $286K | 2.0% | |
| FID EMRG MKTS IDX Mutual Fund | — | — | — | $233K | 1.6% | |
| UM BEHAVIORAL VAL L Mutual Fund | — | — | — | $233K | 1.6% | |
| C&S INST REALTY SHS Mutual Fund | — | — | — | $233K | 1.6% | |
| FID FDM IDX 2055 IPR Mutual Fund | — | — | — | $228K | 1.6% | |
| FID FDM IDX 2045 IPR Mutual Fund | — | — | — | $148K | 1.0% | |
| Notes receivable from participants Interest rates ranging from 4.25% to 9.50% maturing through 2029 | — | — | — | $107K | 0.8% | |
| AF EUROPAC GROWTH R5 Mutual Fund | — | — | — | $71K | 0.5% | |
| FID FDM IDX 2050 IPR Mutual Fund | — | — | — | $59K | 0.4% | |
| AS SPL MID CP VAL IS Mutual Fund | — | — | — | $59K | 0.4% | |
| FID GOVT MMKT Money Market Fund 377 * FID US BOND IDX Mutual Fund | — | — | — | $49K | 0.3% | |
| FID FDM IDX INC IPR Mutual Fund | — | — | — | $39K | 0.3% | |
| CRLN E MID CAP GR I Mutual Fund | — | — | — | $31K | 0.2% | |
| LOOMIS SM CP GRTH N Mutual Fund | — | — | — | $23K | 0.2% | |
| FID INFL PR BD IDX Mutual Fund | — | — | — | $19K | 0.1% | |
| FID INTL INDEX Mutual Fund | — | — | — | $19K | 0.1% | |
| FID FDM IDX 2065 IPR Mutual Fund | — | — | — | $13K | <0.1% | |
| FID FDM IDX 2060 IPR Mutual Fund | — | — | — | $9K | <0.1% |
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