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Original filing (PDF)20251014052143NAL0002148689001
IRWIN INTERNATIONAL, INC.
Form 5500
FILING_RECEIVED
IRWIN INTERNATIONAL, INC. 401(K) PLAN
401(k) retirement plan
Active participants
238
Accounts w/ balance
234
Plan assets (EOY)
$7.5M
Net assets (EOY)
$7.5M
How this plan invests
This plan
1 pooled trust
Schedule D
24 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 IRWIN INTERNATIONAL, INC..
Plan sponsor
Name
IRWIN INTERNATIONAL, INC.
EIN
95-3563365
Address
225 AIRPORT CIRCLE · CORONA, CA · 92878
Phone
(951) 549-7787
Industry
Retail Tradesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-14
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)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
CLIFTONLARSONALLEN LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $34K | — |
Investments
23 direct securities · 1 pooled fund· $7.4M(98% 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
$6.8M
23 holdings
Common Collective Trust
$541K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| VANG TOT STK MKT IDX - ADMIRAL | Registered Investment Companies | — | — | $1.2M | 16.4% | |
| VAN TARGET RETIRE 2030 | Registered Investment Companies | — | — | $942K | 12.5% | |
| VAN TARGET RETIRE 2035 | Registered Investment Companies | — | — | $784K | 10.4% | |
| INVESCO STABLE ASSET - ADPZ INVESCO TRUST COMPANY · EIN 27-3884161 / PN 001 | Common Collective Trust | — | — | $541K | 7.2% | |
| VANGUARD INTERMEDIATE TERM BON | Registered Investment Companies | — | — | $499K | 6.6% | |
| VAN TARGET RETIRE 2040 | Registered Investment Companies | — | — | $471K | 6.3% | |
| VAN TARGET RETIRE 2045 | Registered Investment Companies | — | — | $443K | 5.9% | |
| VAN TARGET RETIRE 2055 | Registered Investment Companies | — | — | $362K | 4.8% | |
| VANGUARD BAL IDX - ADM | Registered Investment Companies | — | — | $302K | 4.0% | |
| JPMORGAN US SMALL COMPANY R6 817 REGISTERED INVESTMENT COMPANY DFA US LARGE CAP VALUE PORT I | Registered Investment Companies | — | — | $295K | 3.9% | |
| VANGUARD MID CAP VALUE IND ADM | Registered Investment Companies | — | — | $237K | 3.2% | |
| VAN TARGET RETIRE 2050 | Registered Investment Companies | — | — | $200K | 2.7% | |
| DFA LARGE CAP INTL PORT INST | Registered Investment Companies | — | — | $192K | 2.6% | |
| VAN TARG RETIRE 2060 | Registered Investment Companies | — | — | $177K | 2.4% | |
| VAN TARGET RETIRE 2025 | Registered Investment Companies | — | — | $146K | 1.9% | |
| VANGUARD INTL GRTH ADM | Registered Investment Companies | — | — | $127K | 1.7% | |
| T ROWE PRICE GROWTH STOCK I | Registered Investment Companies | — | — | $99K | 1.3% | |
| VAN TARGET RETIRE 2020 | Registered Investment Companies | — | — | $78K | 1.0% | |
| JANUS HENDERSON ENTERPRISE N | Registered Investment Companies | — | — | $71K | 0.9% | |
| VAN TARGET RETIRE INC | Registered Investment Companies | — | — | $69K | 0.9% | |
| BLACKROCK HIGH YIELD K | Registered Investment Companies | — | — | $38K | 0.5% | |
| JANUS HENDERSON VENTURE FUND-N | Registered Investment Companies | — | — | $37K | 0.5% | |
| DFA US SMALL CAP VAL PORT INST | Registered Investment Companies | — | — | $21K | 0.3% | |
| VANGUARD REAL ESTATE INDEX ADM | Registered Investment Companies | — | — | $18K | 0.2% |
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