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Original filing (PDF)20251112144246NAL0000187377001
CHROMA TECHNOLOGY CORP
Form 5500
FILING_RECEIVED
CHROMA TECHNOLOGY CORP 401(K) RETIREMENT PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
160
Accounts w/ balance
183
Plan assets (EOY)
$32.2M
Net assets (EOY)
$32.2M
How this plan invests
This plan
37 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
92
/ 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
75
Vendor stack
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Helping the score
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CHROMA TECHNOLOGY CORP.
Plan sponsor
Name
CHROMA TECHNOLOGY CORP
EIN
03-0329705
Address
10 IMTEC LANE · BELLOWS FALLS, VT · 05101
Phone
(802) 428-2500
Industry
Manufacturingsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-05-01
Tax period
2025-04-30
Filed
2025-11-12
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
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
MCSOLEY MCCOY & COMPANY
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
No Schedule C providers reportedInvestments
37 direct securities· $32.2M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| American Funds Target Date Retire 2030 295,247.2760 shares | — | — | — | $5.2M | 16.1% | |
| American Funds Target Date Retire 2035 216,087.6160 shares | — | — | — | $4.2M | 12.9% | |
| American Funds Target Date Retire 2040 193,724.8070 shares | — | — | — | $4.0M | 12.4% | |
| American Funds Target Date Retire 2025 190,834.6200 shares | — | — | — | $3.0M | 9.2% | |
| American Funds Target Date Retire 2050 112,475.3220 shares | — | — | — | $2.3M | 7.3% | |
| American Funds Target Date Retire 2045 85,941.2360 shares | — | — | — | $1.8M | 5.6% | |
| American Funds Target Date Retire 2060 94,595.0070 shares | — | — | — | $1.7M | 5.2% | |
| American Funds Target Date Retire 2055 57,203.9340 shares | — | — | — | $1.5M | 4.7% | |
| Fidelity 500 Index Fund 7,670.8200 shares | — | — | — | $1.5M | 4.6% | |
| Parnassus Core Equity Inst 15,966.5170 shares | — | — | — | $931K | 2.9% | |
| Vanguard Growth Index Adm 4,575.5800 shares | — | — | — | $893K | 2.8% | |
| American Funds Target Date Retire 2020 63,767.8100 shares | — | — | — | $881K | 2.7% | |
| John Hancock Stable Value I6 Guarantee investment contract | — | — | — | $794K | 2.5% | |
| Vanguard Small Cap Index Adm 3,653.1450 shares | — | — | — | $378K | 1.2% | |
| Vanguard Mid Cap Index Adm 1,159.6920 shares | — | — | — | $368K | 1.1% | |
| Fidelity International Index 6,036.2500 shares | — | — | — | $322K | 1.0% | |
| American Eupac R6 5,408.3990 shares | — | — | — | $307K | 1.0% | |
| Goldman Sachs GQG Prtnrs Intl Opport R6 12,350.0540 shares | — | — | — | $266K | 0.8% | |
| Participant loans 4.25-9.50% - | — | — | — | $260K | 0.8% | |
| Vanguard Value Index Adm 3,099.2690 shares | — | — | — | $201K | 0.6% | |
| DFA Emerging Markets Social Core Equity 13,251.2260 shares | — | — | — | $197K | 0.6% | |
| Vanguard FTSE Social Index Adm 3,091.4740 shares | — | — | — | $163K | 0.5% | |
| T. Rowe Price Value Inv 3,151.7110 shares | — | — | — | $142K | 0.4% | |
| American Funds Target Date Retire 2015 10,269.4410 shares | — | — | — | $129K | 0.4% | |
| Baron Real Estate R6 3,355.9970 shares | — | — | — | $123K | 0.4% | |
| PIMCO Income Instl 10,562.3010 shares | — | — | — | $113K | 0.4% | |
| Fidelity Emerging Markets Index 7,060.9690 shares | — | — | — | $77K | 0.2% | |
| Vanguard Total Bond Market Index 7,737.4380 shares | — | — | — | $75K | 0.2% | |
| William Blair Small Cap Growth R6 2,332.2610 shares | — | — | — | $72K | 0.2% | |
| DFA Intl Sustainability Core 1 Portfolio 4,998.2340 shares | — | — | — | $70K | 0.2% | |
| American Funds American Balanced 1,827.4950 shares | — | — | — | $62K | 0.2% | |
| PGIM High Yield 10,916.6530 shares | — | — | — | $52K | 0.2% | |
| American Funds Target Date Retire 2065 2,861.0780 shares | — | — | — | $50K | 0.2% | |
| American Funds Capital Inc Bldr 622.8260 shares | — | — | — | $45K | 0.1% | |
| DFA U.S. Small Cap Portfolio 784.2380 shares | — | — | — | $34K | 0.1% | |
| Lord Abbett Inflation Focused R5 2,642.6190 shares | — | — | — | $31K | <0.1% | |
| Voya Intermediate Bond 1,987.6210 shares | — | — | — | $17K | <0.1% |
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