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Original filing (PDF)20250903082501NAL0008943667001
OEM CONTROLS, INC.
Form 5500
FILING_RECEIVED
OEM CONTROLS, INC. PROFIT SHARING PLAN
401(k) retirement plan
Active participants
196
Accounts w/ balance
258
Plan assets (EOY)
$32.5M
Net assets (EOY)
$32.5M
How this plan invests
This plan
1 pooled trust
Schedule D
29 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
Helping the score
- Below-peer total fees (9 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for OEM CONTROLS, INC..
Plan sponsor
Name
OEM CONTROLS, INC.
EIN
06-0811555
Address
10 CONTROLS DRIVE · SHELTON, CT · 06484
Phone
(203) 929-8431
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
2025-09-03
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
WALSH & DICKINSON
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | -$15K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WELLS FARGO CLEARING SERVICES LLC | 23-2384840 | — | ADVISOR | $46K | — |
Investments
29 direct securities · 1 pooled fund· $36.2M(100% 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.
Uncategorized
$32.8M
29 holdings
Common Collective Trust
$3.4M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity 500 Index Fund Mutual fund | — | — | — | $4.5M | 13.8% | |
| Fidelity Advisor Stable Value Portfolio Common and collective trust fund | — | — | — | $3.7M | 11.2% | |
| FA STABLE VALUE I FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 026 | Common Collective Trust | — | — | $3.4M | 10.5% | |
| JP Morgan Large Cap Growth Fund R5 Mutual fund | — | — | — | $3.4M | 10.4% | |
| BlackRock Equity Dividend Fund I Mutual fund | — | — | — | $2.3M | 7.1% | |
| BlackRock Mid-Cap Growth Equity Portfolio Fund I Mutual fund | — | — | — | $2.1M | 6.4% | |
| JP Morgan SmartRetirement 2030 Fund R5 Mutual fund | — | — | — | $2.0M | 6.2% | |
| Fidelity Mid Cap Index Fund Mutual fund | — | — | — | $1.5M | 4.7% | |
| Fidelity Small Cap Index Fund Mutual fund | — | — | — | $1.4M | 4.3% | |
| Fidelity Advisor Strategic Income Fund I Mutual fund | — | — | — | $1.3M | 4.0% | |
| Fidelity Advisor International Discovery Fund I Mutual fund | — | — | — | $1.2M | 3.8% | |
| JP Morgan SmartRetirement 2035 Fund R5 Mutual fund | — | — | — | $907K | 2.8% | |
| Janus Triton Fund T Mutual fund | — | — | — | $878K | 2.7% | |
| JP Morgan SmartRetirement 2020 Fund R5 Mutual fund | — | — | — | $877K | 2.7% | |
| JP Morgan Core Bond Fund Select Mutual fund | — | — | — | $857K | 2.6% | |
| JP Morgan SmartRetirement 2025 Fund R5 Mutual fund | — | — | — | $831K | 2.6% | |
| JP Morgan Smart Retirement Income Fund R5 Mutual fund | — | — | — | $782K | 2.4% | |
| JP Morgan SmartRetirement 2040 Fund R5 Mutual fund | — | — | — | $692K | 2.1% | |
| JP Morgan SmartRetirement 2050 Fund R5 Mutual fund | — | — | — | $556K | 1.7% | |
| Federated International Leaders Fund IS Mutual fund | — | — | — | $385K | 1.2% | |
| ClearBridge International Growth Fund I Mutual fund | — | — | — | $375K | 1.2% | |
| Participant loans Interest rates of 5.25% - 10.50% | — | — | — | $366K | 1.1% | |
| JP Morgan SmartRetirement 2055 Fund R5 Mutual fund | — | — | — | $356K | 1.1% | |
| MFS International Diversification Fund R4 Mutual fund | — | — | — | $339K | 1.0% | |
| PIMCO RAE Emerging Markets Fund Class A Mutual fund | — | — | — | $312K | 1.0% | |
| JP Morgan SmartRetirement 2060 Fund R5 Mutual fund | — | — | — | $272K | 0.8% | |
| Nuveen Mid Cap Value Fund I Mutual fund | — | — | — | $267K | 0.8% | |
| BlackRock Inflation Protected Bond Fund Mutual fund | — | — | — | $175K | 0.5% | |
| JP Morgan SmartRetirement 2045 Fund R5 Mutual fund | — | — | — | $140K | 0.4% | |
| Fidelity Retirement Government Money Market Fund Money market fund | — | — | — | $1K | <0.1% |
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