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Original filing (PDF)20251014114327NAL0001296707001
FIBEROPTICS TECHNOLOGY, INC.
Form 5500
FILING_RECEIVED
FIBEROPTICS TECHNOLOGY, INC. 401(K) PLAN
401(k) retirement plan
Signals · 1
33% in single holding
Active participants
185
Accounts w/ balance
172
Plan assets (EOY)
$14.6M
Net assets (EOY)
$14.6M
How this plan invests
This plan
28 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
97
/ 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
83
Total plan cost
100
Vendor stack
100
Participation health
100
Knocking points off
- Top holding "Fidelity Contrafund K" is 33% of plan.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for FIBEROPTICS TECHNOLOGY, INC..
Plan sponsor
Name
FIBEROPTICS TECHNOLOGY, INC.
EIN
06-0965547
Address
P.O. BOX 286 · POMFRET, CT · 06258
Phone
(860) 928-0443
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
2025-10-14
Pension benefit codes
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2R · Participant-directed brokerage (SDBA)
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
2F · ERISA section 404(c)
Audit & trust (Schedule H)
Auditor
SANSIVERI, KIMBALL & CO. LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $8K | — |
Advisor / Consultant
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| UBS FINANCIAL SERVICES INC | 13-2638166 | — | ADVISOR | $25K | — |
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $6K | — |
Investments
28 direct securities· $14.6M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity Contrafund K | — | — | — | $4.9M | 33.3% | |
| Vanguard 500 Index Fund Admiral Shares | — | — | — | $1.1M | 7.7% | |
| Fidelity Worldwide Fund | — | — | — | $977K | 6.7% | |
| JPMorgan U.S. Value Fund Class R6 | — | — | — | $966K | 6.6% | |
| American Funds Target Date 2030 Retirement Fund Class R6 | — | — | — | $951K | 6.5% | |
| American Funds US Government Money Market Fund Class R6 | — | — | — | $842K | 5.8% | |
| American Funds Target Date 2025 Retirement Fund Class R6 | — | — | — | $719K | 4.9% | |
| PGIM Total Return Bond Fund - Class R6 | — | — | — | $678K | 4.6% | |
| Vanguard Small-Cap Index Fund Admiral Shares | — | — | — | $494K | 3.4% | |
| American Funds Target Date 2050 Retirement Fund Class R6 | — | — | — | $358K | 2.4% | |
| American Funds Target Date 2035 Retirement Fund Class R6 | — | — | — | $332K | 2.3% | |
| Vanguard Mid-Cap Index Fund Admiral Shares | — | — | — | $302K | 2.1% | |
| American Funds Target Date 2020 Retirement Fund Class R6 | — | — | — | $284K | 1.9% | |
| MFS International Growth Fund Class R6 | — | — | — | $251K | 1.7% | |
| American Funds Target Date 2015 Retirement Fund Class R6 | — | — | — | $228K | 1.6% | |
| American Funds Target Date 2010 Retirement Fund Class R6 | — | — | — | $216K | 1.5% | |
| Fidelity Self-directed brokerage accounts | — | — | — | $203K | 1.4% | |
| American Funds Target Date 2040 Retirement Fund Class R6 | — | — | — | $153K | 1.0% | |
| American Funds Target Date 2060 Retirement Fund Class R6 | — | — | — | $150K | 1.0% | |
| American Funds Target Date 2055 Retirement Fund Class R6 | — | — | — | $122K | 0.8% | |
| American Funds Target Date 2045 Retirement Fund Class R6 | — | — | — | $121K | 0.8% | |
| American Funds New World R6 | — | — | — | $72K | 0.5% | |
| Fidelity US Bond Index Fund | — | — | — | $64K | 0.4% | |
| American Funds Target Date 2065 Retirement Fund Class R6 | — | — | — | $62K | 0.4% | |
| Vanguard Developed Markets Index Fund Admiral Shares | — | — | — | $25K | 0.2% | |
| Vanguard Total Bond Market Index Fund Admiral Shares | — | — | — | $21K | 0.1% | |
| PGIM High Yield Fund R6 Class | — | — | — | $12K | <0.1% | |
| DFA Real Estate Securities Portfolio Institutional Class | — | — | — | $2K | <0.1% |
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