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Original filing (PDF)20251014114212NAL0001323379001
PICO ELECTRONICS, INC.
Form 5500
FILING_RECEIVED
PICO ELECTRONICS, INC. 401(K) RETIREMENT PLAN
401(k) retirement plan
Signals · 2
26% in single holdingNo recordkeeper disclosed
Active participants
214
Accounts w/ balance
324
Plan assets (EOY)
$18.1M
Net assets (EOY)
$18.1M
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)
95
/ 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
87
Total plan cost
100
Vendor stack
80
Participation health
100
Knocking points off
- Top holding "S SHARES / UNITS * FID FRDM BLD 2025 K6" is 26% of plan.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for PICO ELECTRONICS, INC..
Plan sponsor
Name
PICO ELECTRONICS, INC.
EIN
13-2589935
Address
143 SPARKS AVENUE · PELHAM, NY · 108031837
Phone
(914) 738-1400
Industry
Manufacturingsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-14
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2F · ERISA section 404(c)
2H · Partial participant-directed accounts
2J · 401(k) feature
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
PKF O'CONNOR DAVIES, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsOther
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| UBS FINANCIAL SERVICES | 04-2647786 | — | NONE | $36K | — |
| FIDELITY INVESTMENTS INSTITUTIONALO | 04-2647786 | — | NONE | $15K | — |
Investments
27 direct securities· $17.6M(97% of reported assets)
Uncategorized
$12.9M
26 holdings
Mutual Funds
$4.7M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| S SHARES / UNITS * FID FRDM BLD 2025 K6 | Mutual Funds | — | $4.3M | $4.7M | 25.9% | |
| FID FRDM BLD 2030 K6 | — | — | $2.1M | $2.3M | 13.0% | |
| FID 500 INDEX | — | — | $1.5M | $1.8M | 9.9% | |
| FID FRDM BLD 2035 K6 | — | — | $1.5M | $1.6M | 9.1% | |
| FID FRDM BLD 2020 K6 | — | — | $1.3M | $1.4M | 7.6% | |
| FID FRDM BLD 2040 K6 | — | — | $935K | $1.1M | 5.9% | |
| FID FRDM BLD INC K6 | — | — | $833K | $857K | 4.7% | |
| FID EXTD MKT IDX | — | — | $552K | $698K | 3.9% | |
| FID GOVT MMKT K6 | — | — | $352K | $352K | 1.9% | |
| FID FRDM BLD 2010 K6 | — | — | $335K | $348K | 1.9% | |
| FID FRDM BLD 2045 K6 | — | — | $262K | $298K | 1.6% | |
| JPM CORE BOND R6 | — | — | $289K | $294K | 1.6% | |
| FID INTL INDEX | — | — | $270K | $281K | 1.6% | |
| JPM LG CAP GROWTH R6 | — | — | $231K | $271K | 1.5% | |
| EV AC SMID CAP R6 | — | — | $214K | $243K | 1.3% | |
| FID FRDM BLD 2050 K6 | — | — | $211K | $240K | 1.3% | |
| BLKRK EQUITY DIV K | — | — | $235K | $226K | 1.3% | |
| AF NEW WORLD R6 | — | — | $138K | $145K | 0.8% | |
| FID FRDM BLD 2055 K6 | — | — | $115K | $127K | 0.7% | |
| FID FRDM BLD 2015 K6 | — | — | $65K | $68K | 0.4% | |
| FID FRDM BLD 2060 K6 | — | — | $56K | $63K | 0.3% | |
| MFS INTL DIVRSN R6 | — | — | $56K | $58K | 0.3% | |
| ALTERNATIVE INVESTMENT AG MORTGAGE VALUE PARTNERS LTD | — | — | $52K | $56K | 0.3% | |
| Citibank (*8999) Checking Account 24,597.49 Units of Cash Fund at $1.00 | — | — | $25K | $25K | 0.1% | |
| LD ABT SH DTN INC R6 | — | — | $16K | $16K | <0.1% | |
| FID FRDM BLD 2065 K6 | — | — | $6K | $6K | <0.1% | |
| IS US AGG BD IDX K | — | — | $5K | $5K | <0.1% |