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Original filing (PDF)20250724110023NAL0013041314001
R.S.M. ELECTRON POWER, INC
Form 5500
FILING_RECEIVED
R.S.M. ELECTRON POWER, INC 401(K) PLAN
401(k) retirement plan
Signals · 1
1 failed disclosure
Active participants
247
Accounts w/ balance
294
Plan assets (EOY)
$32.8M
Net assets (EOY)
$32.8M
How this plan invests
This plan
4 pooled trusts
Schedule D
31 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
96
/ 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
85
Concentration risk
100
Total plan cost
100
Vendor stack
100
Participation health
100
Knocking points off
- 1 Schedule C provider failed to disclose compensation.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for R.S.M. ELECTRON POWER, INC.
Plan sponsor
Name
R.S.M. ELECTRON POWER, INC
EIN
11-2219032
Address
221 WEST INDUSTRY COURT · DEER PARK, NY · 11729
Phone
(631) 586-7600
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
2025-07-24
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)
3F · Sponsor used leased employees
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
CARON & BLETZER, PLLC
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 | $11K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ONEDIGITAL INVESTMENT ADVISORS LLC | 43-1451524 | — | ADVISOR | $75K | — |
Failed / refused disclosures (Sched C Part 2)
| Provider | Nondisclosure info |
|---|---|
| — | — |
Investments
28 direct securities · 4 pooled funds· $36.1M(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
$30.7M
28 holdings
Common Collective Trust
$5.4M
4 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity Government Money Market Fund " ** 945 * Fidelity 500 Index Fund " | — | — | — | $5.3M | 16.2% | |
| T. Rowe Price Retirement 2030 Fund " | — | — | — | $3.3M | 10.2% | |
| Galliard Stable Return Market Fund " | — | — | — | $3.3M | 10.1% | |
| GALLIARD STBLE RTN M WELLS FARGO BANK, N.A. · EIN 94-6751924 / PN 001 | Common Collective Trust | — | — | $3.3M | 10.1% | |
| T. Rowe Price Retirement 2040 Fund " | — | — | — | $2.1M | 6.5% | |
| T. Rowe Price Retirement 2050 Fund " | — | — | — | $1.9M | 5.7% | |
| T. Rowe Price Retirement 2020 Fund " | — | — | — | $1.6M | 4.9% | |
| T. Rowe Price Retirement 2025 Fund " | — | — | — | $1.6M | 4.7% | |
| T. Rowe Price Retirement 2035 Fund " | — | — | — | $1.5M | 4.7% | |
| AB US LG CP GR CIT R GREAT GRAY TRUST COMPANY · EIN 38-4116831 / PN 509 | Common Collective Trust | — | — | $1.4M | 4.4% | |
| Janus Henderson Balanced T Fund " | — | — | — | $1.2M | 3.5% | |
| Franklin Rising Dividends Advisor Fund " | — | — | — | $1.0M | 3.1% | |
| T. Rowe Price Retirement 2055 Fund " | — | — | — | $1.0M | 3.1% | |
| T. Rowe Priced Retirement 2060 Fund " | — | — | — | $924K | 2.8% | |
| Fidelity Mid Cap Index Fund " | — | — | — | $797K | 2.4% | |
| T. Rowe Price Retirement 2045 Fund " | — | — | — | $716K | 2.2% | |
| JPMorgan Mid Cap Value L Fund " | — | — | — | $651K | 2.0% | |
| PGIM Jennison Mid-Cap Growth R6 " | — | — | — | $601K | 1.8% | |
| Allspring Core Bond Institutional " | — | — | — | $573K | 1.7% | |
| AB Small Cap Growth Class A " | — | — | — | $567K | 1.7% | |
| C&S US REALTY A SEI TRUST COMPANY · EIN 46-3411346 / PN 064 | Common Collective Trust | — | — | $413K | 1.3% | |
| Fidelity International Index Fund " | — | — | — | $395K | 1.2% | |
| JPMorgan Value Advantage I Fund " | — | — | — | $394K | 1.2% | |
| T. Rowe Price Retirement 2010 Fund " | — | — | — | $299K | 0.9% | |
| Fidelity Small Cap Index Fund " | — | — | — | $270K | 0.8% | |
| Franklin Small Cap Value R6 Fund " | — | — | — | $260K | 0.8% | |
| CB INTL GROWTH R3 GREAT GRAY TRUST COMPANY, LLC · EIN 82-3125078 / PN 346 | Common Collective Trust | — | — | $248K | 0.8% | |
| Invesco Oppenheimer International Small-Mid Company Y Fund " | — | — | — | $137K | 0.4% | |
| TCW MetWest Unconstrained Bond Fund " | — | — | — | $115K | 0.3% | |
| PGIM Global Total Return R6 " | — | — | — | $94K | 0.3% | |
| DFA Emerging Markets Core Equity Portfolio Mutual fund | — | — | — | $37K | 0.1% | |
| T. Rowe Price Retirement 2015 Fund " | — | — | — | $34K | 0.1% |
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