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Original filing (PDF)20251015124238NAL0009640466001
IPS CORPORATION
Form 5500
FILING_RECEIVED
IPS CORPORATION 401(K) PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
574
Accounts w/ balance
814
Plan assets (EOY)
$44.8M
Net assets (EOY)
$44.8M
How this plan invests
This plan
14 pooled trusts
Schedule D
29 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
93
/ 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
80
Vendor stack
80
Participation health
100
Knocking points off
- 40 bps in Schedule C fees — modestly above peer band of 29 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for IPS CORPORATION.
Plan sponsor
Name
IPS CORPORATION
EIN
95-3922892
Address
455 W VICTORIA ST. · COMPTON, CA · 90220
Phone
(310) 898-3300
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
2025-10-15
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
HOLTHOUSE CARLIN & VAN TRIGT LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsOther
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STANCORP FINANCIAL GROUP | 93-1253576 | — | NONE | $124K | — |
| KESTRA ADVISORY SERVICES, LLC | 47-1566880 | — | NONE | $54K | — |
Investments
15 direct securities · 14 pooled funds· $43.5M(97% 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.
Common Collective Trust
$32.1M
14 holdings
Uncategorized
$11.4M
15 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| NUVEEN LIFECYCIDX 2040 CIT R NUVEEN/SEI TRUST COMPANY · EIN 27-3441498 / PN 043 | Common Collective Trust | — | — | $7.1M | 15.9% | |
| NUVEEN LIFECYCIDX 2035 CIT R NUVEEN/SEI TRUST COMPANY · EIN 27-3441498 / PN 043 | Common Collective Trust | — | — | $5.3M | 11.8% | |
| NUVEEN LIFECYCIDX 2030 CIT R NUVEEN/SEI TRUST COMPANY · EIN 27-3441498 / PN 043 | Common Collective Trust | — | — | $4.3M | 9.6% | |
| NUVEEN LIFECYCIDX 2045 CIT R NUVEEN/SEI TRUST COMPANY · EIN 27-3441498 / PN 043 | Common Collective Trust | — | — | $3.6M | 8.1% | |
| Fidelity 500 Index Fund Mutual Fund | — | — | — | $3.5M | 7.8% | |
| NUVEEN LIFECYCIDX 2025 CIT R NUVEEN/SEI TRUST COMPANY · EIN 27-3441498 / PN 043 | Common Collective Trust | — | — | $2.9M | 6.4% | |
| NUVEEN LIFECYCIDX 2020 CIT R NUVEEN/SEI TRUST COMPANY · EIN 27-3441498 / PN 043 | Common Collective Trust | — | — | $2.5M | 5.6% | |
| JPMorgan Large Cap Growth Fund Mutual Fund | — | — | — | $2.4M | 5.3% | |
| NUVEEN LIFECYCIDX 2050 CIT R NUVEEN/SEI TRUST COMPANY · EIN 27-3441498 / PN 043 | Common Collective Trust | — | — | $1.5M | 3.5% | |
| WILMINGTON TRUST CIT LG CAP VALUE WILMINGTON TRUST · EIN 38-4065329 / PN 426 | Common Collective Trust | — | — | $1.4M | 3.1% | |
| NUVEEN LIFECYCIDX 2055 CIT R NUVEEN/SEI TRUST COMPANY · EIN 27-3441498 / PN 043 | Common Collective Trust | — | — | $1.3M | 2.9% | |
| Fully benefit-responsive investment contract * Standard Stable Asset Fund Guaranteed Interest Contract | — | — | — | $1.0M | 2.3% | |
| NUVEEN LIFECYCIDX 2060 CIT R NUVEEN/SEI TRUST COMPANY · EIN 27-3441498 / PN 043 | Common Collective Trust | — | — | $836K | 1.9% | |
| WILMINGTON TRUST CIT CORE PLUS BOND WILMINGTON TRUST · EIN 38-4116854 / PN 515 | Common Collective Trust | — | — | $816K | 1.8% | |
| John Hancock Disciplined Value Mid Cap Fund Mutual Fund | — | — | — | $708K | 1.6% | |
| Fidelity Mid Cap Index Fund Mutual Fund | — | — | — | $529K | 1.2% | |
| MFS International Equity Fund Mutual Fund | — | — | — | $518K | 1.2% | |
| T. Rowe Price International Discovery Fund Mutual Fund | — | — | — | $440K | 1.0% | |
| Fidelity Small Cap Growth Fund Mutual Fund | — | — | — | $414K | 0.9% | |
| Prudential High-Yield Fund Mutual Fund | — | — | — | $395K | 0.9% | |
| Fidelity Small Cap Index Fund Mutual Fund | — | — | — | $382K | 0.9% | |
| Neuberger Berman Mid Cap Growth Fund Mutual Fund | — | — | — | $369K | 0.8% | |
| Goldman Sachs Small Cap Value Insights Fund Mutual Fund | — | — | — | $248K | 0.6% | |
| NUVEEN LIFECYCIDX 2010 CIT R NUVEEN/SEI TRUST COMPANY · EIN 27-3441498 / PN 043 | Common Collective Trust | — | — | $245K | 0.5% | |
| NUVEEN LIFECYCIDX 2065 CIT R NUVEEN/SEI TRUST COMPANY · EIN 27-3441498 / PN 043 | Common Collective Trust | — | — | $191K | 0.4% | |
| JPMorgan Global Bond Opportunities Fund Mutual Fund | — | — | — | $166K | 0.4% | |
| Fidelity Advisor International Small Cap Fund Mutual Fund | — | — | — | $165K | 0.4% | |
| Fidelity Emerging Markets Fund Mutual Fund | — | — | — | $134K | 0.3% | |
| NUVEEN LIFECYCIDX 2015 CIT R NUVEEN/SEI TRUST COMPANY · EIN 27-3441498 / PN 043 | Common Collective Trust | — | — | $113K | 0.3% |
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