Original filing (PDF)20251009103330NAL0003501203001

SECTRA, INC.

Name: SECTRA, INC. — SECTRA, INC. 401(K) PLAN, Form 5500 (2024)
Creator: SECTRA, INC.

Form 5500

FILING_RECEIVED

SECTRA, INC. 401(K) PLAN

401(k) retirement plan

Active participants

217

Accounts w/ balance

235

Plan assets (EOY)

$28.1M

Net assets (EOY)

$28.1M

How this plan invests

This plan

4 pooled trusts

Schedule D

35 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 SECTRA, INC..

Plan sponsor

Name

SECTRA, INC.

EIN

06-1473851

Address

1 CORPORATE DRIVE · SUITE 400 · SHELTON, CT · 06484

Phone

(203) 925-0899

Industry

Professional & Technical Servicessee all

Plan administrator

Name

PENTEGRA SERVICES INC.

EIN

13-3745616

City

CHARLOTTE, NC

Phone

(844) 367-2848

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-09

Pension benefit codes

2S · Automatic enrollment

2G · Total participant-directed accounts

2T · Default investment account (QDIA)

2K · 401(m) arrangement

2E · Profit-sharing

2F · ERISA section 404(c)

3D · Pre-approved plan (master / prototype / VS)

2J · 401(k) feature

Audit & trust (Schedule H)

Auditor

CLIFTONLARSONALLEN LLP

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

2 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
FIDELITY INVESTMENTS INSTITUTIONAL	04-2647786	—	RECORDKEEPER	$25K	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
GFS WEALTH MGMT ADVISORS INC	81-4074304	—	ADVISOR	$36K	—

Investments

32 direct securities · 4 pooled funds· $28.6M(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

$27.7M

32 holdings

Common Collective Trust

$940K

4 holdings

Investment	Type	Shares / units	Cost	Current value	% of plan
American Funds 2045 Target Date Retirement Fund Class R-6 Mutual Fund	—	—	—	$6.2M	22.2%
American Funds 2050 Target Date Retirement Fund Class R-6 Mutual Fund	—	—	—	$5.6M	19.9%
American Funds 2040 Target Date Retirement Fund Class R-6 Mutual Fund	—	—	—	$5.1M	18.1%
American Funds 2055 Target Date Retirement Fund Class R-6 Mutual Fund	—	—	—	$2.4M	8.6%
American Funds 2035 Target Date Retirement Fund Class R-6 Mutual Fund	—	—	—	$2.2M	7.7%
American Funds 2025 Target Date Retirement Fund Class R-6 Mutual Fund	—	—	—	$1.3M	4.5%
American Funds Inflation Linked Bond Fund Class R-6 Common and Collective Trust	—	—	—	$670K	2.4%
BLKRK EQUITY INDEX GREAT GRAY TRUST COMPANY, LLC · EIN 20-3802168 / PN 001	Common Collective Trust	—	—	$670K	2.4%
American Funds 2065 Target Date Retirement Fund Class R-6 Mutual Fund	—	—	—	$610K	2.2%
Cohen & Steers Real Estate Securities Fund, Inc. Class Z Mutual Fund	—	—	—	$508K	1.8%
BlackRock Technology Opportunities Fund Class K Mutual Fund	—	—	—	$501K	1.8%
Putnam International Value Fund Class R6 Mutual Fund	—	—	—	$421K	1.5%
Participant Loans Interest Rates of 4.25% to 9.50% -	—	—	—	$324K	1.2%
American Funds Global Growth Portfolio Class R-6 Mutual Fund	—	—	—	$239K	0.8%
American Funds 2030 Target Date Retirement Fund Class R-6 Mutual Fund	—	—	—	$236K	0.8%
BlackRock Health Sciences Opportunities Portfolio Class K Mutual Fund	—	—	—	$219K	0.8%
Standard Capital Preservation Income Fund Guaranteed Interest Contract	—	—	—	$141K	0.5%
American Funds The Bond Fund of America Class R-6 Mutual Fund	—	—	—	$137K	0.5%
PGIM Jennison Focused Growth Fund-Class R6 Mutual Fund	—	—	—	$134K	0.5%
T Rowe Price Institutional Floating Rate Fund Mutual Fund	—	—	—	$129K	0.5%
MID CAP GROWTH R1 GREAT GRAY TRUST COMPANY · EIN 38-4126247 / PN 549	Common Collective Trust	—	—	$126K	0.4%
AC SMALL CAP VALUE GREAT GRAY TRUST COMPANY, LLC · EIN 38-4126250 / PN 554	Common Collective Trust	—	—	$123K	0.4%
MFS International Growth Fund Class R6 Mutual Fund	—	—	—	$80K	0.3%
Fidelity Mid Cap Index Fund Mutual Fund	—	—	—	$79K	0.3%
American Funds 2010 Target Date Retirement Fund Class R-6 Mutual Fund	—	—	—	$69K	0.2%
Fidelity Small Cap Index Fund Mutual Fund	—	—	—	$67K	0.2%
Fidelity U.S. Bond Index Fund Mutual Fund	—	—	—	$57K	0.2%
MFS Mid Cap Value Fund Class R6 Mutual Fund	—	—	—	$53K	0.2%
PGIM High Yield Fund- Class R6 Mutual Fund	—	—	—	$49K	0.2%
American Funds 2020 Target Date Retirement Fund Class R-6 Mutual Fund	—	—	—	$48K	0.2%
American Funds 2060 Target Date Retirement Fund Class R-6 Mutual Fund	—	—	—	$48K	0.2%
American Century Emerging Markets Fund R6 Class Mutual Fund	—	—	—	$30K	0.1%
AB Small Cap Growth Portfolio Class Z Mutual Fund	—	—	—	$25K	<0.1%
Neuberger Berman Large Cap Value Fund Class R6 Mutual Fund	—	—	—	$25K	<0.1%
BR EAFE EQUITY INDEX GREAT GRAY TRUST COMPANY · EIN 20-3802495 / PN 007	Common Collective Trust	—	—	$21K	<0.1%
BlackRock EAFE Equity Index Fund Class 1 Mutual Fund	—	—	—	$19K	<0.1%