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Original filing (PDF)20250827052419NAL0004855667001
SORENSON LIGHTED CONTROLS INC.
Form 5500
FILING_RECEIVED
SORENSON LIGHTED CONTROLS INC. 401(K) PLAN
401(k) retirement plan
Active participants
98
Accounts w/ balance
151
Plan assets (EOY)
$6.7M
Net assets (EOY)
$6.7M
How this plan invests
This plan
27 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 SORENSON LIGHTED CONTROLS INC..
Plan sponsor
Name
SORENSON LIGHTED CONTROLS INC.
EIN
06-0774226
Address
2820 DRANE FIELD ROAD · LAKELAND, FL · 33811
Phone
(863) 644-7564
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
2025-08-27
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
BERMAN HOPKINS WRIGHT AND LAHAM
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $21K | — |
| ADP BROKER-DEALER | 22-3319984 | — | RECORD KEEPER | $0 | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MERRILL LYNCH PIERCE FENNER & SMITH | 13-5674085 | — | INVESTMENT ADVISOR | $19K | — |
Investments
27 direct securities· $6.6M(99% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| NYLI WINSLOW LC GROWTH R6 | Registered Investment Companies | — | — | $919K | 13.7% | |
| BLACKROCK FEDFUND - PREMIER | Registered Investment Companies | — | — | $827K | 12.3% | |
| BLACKROCK LIFEPATH RET FUND K | Registered Investment Companies | — | — | $734K | 10.9% | |
| BLACKROCK LIFEPATH 2035 K | Registered Investment Companies | — | — | $437K | 6.5% | |
| BLACKROCK EQUITY DIVIDEND K | Registered Investment Companies | — | — | $409K | 6.1% | |
| BLACKROCK LIFEPATH 2040 FUND K | Registered Investment Companies | — | — | $391K | 5.8% | |
| BLACKROCK LIFEPATH 2045 FUND K | Registered Investment Companies | — | — | $316K | 4.7% | |
| BLACKROCK MIDCAP GROWTH EQ K | Registered Investment Companies | — | — | $289K | 4.3% | |
| MASSACHUSETTS INVESTORS GR R6 | Registered Investment Companies | — | — | $229K | 3.4% | |
| PGIM SH TERM CORP BD Z | Registered Investment Companies | — | — | $224K | 3.3% | |
| ISHARES US AGGREGATE BD IDX K 3 REGISTERED INVESTMENT COMPANY JANUS HENDERSON BALANCED - N | Registered Investment Companies | — | — | $208K | 3.1% | |
| FIDELITY ADVISOR TOTAL BOND Z | Registered Investment Companies | — | — | $207K | 3.1% | |
| PIMCO INCOME FUND - INSTL | Registered Investment Companies | — | — | $199K | 3.0% | |
| AMERICAN FUNDS US GOV SEC R6 | Registered Investment Companies | — | — | $177K | 2.6% | |
| ISHARES S&P 500 INDEX K | Registered Investment Companies | — | — | $173K | 2.6% | |
| BLACKROCK LIFEPATH 2030 FUND K | Registered Investment Companies | — | — | $172K | 2.6% | |
| BLK ADV SMALL CAP GR I | Registered Investment Companies | — | — | $156K | 2.3% | |
| UNDISC MGRS BEHAVIORAL VAL R6 | Registered Investment Companies | — | — | $123K | 1.8% | |
| THORNBURG INT GROWTH R6 | Registered Investment Companies | — | — | $105K | 1.6% | |
| BLACKROCK LIFEPATH 2055 FUND K | Registered Investment Companies | — | — | $80K | 1.2% | |
| MFS MID CAP VALUE FUND - R6 | Registered Investment Companies | — | — | $79K | 1.2% | |
| ISHARES RUSSELL MIDCAP INDEX K | Registered Investment Companies | — | — | $49K | 0.7% | |
| MFS GLOBAL EQ - R4 | Registered Investment Companies | — | — | $45K | 0.7% | |
| BLACKROCK LIFEPATH 2050 FUND K | Registered Investment Companies | — | — | $44K | 0.7% | |
| BLACKROCK LIFEPATH 2060 K | Registered Investment Companies | — | — | $22K | 0.3% | |
| ISHARES RUSSELL 2000 SM CAP K | Registered Investment Companies | — | — | $11K | 0.2% | |
| ISHARES MSCI EAFE INTL INDEX K 614 REGISTERED INVESTMENT COMPANY HTFD INTL OPPORTUNITIES R6 | Registered Investment Companies | — | — | $2K | <0.1% |
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