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Original filing (PDF)20251008092456NAL0009459440001
ELMA ELECTRONIC INC.
Form 5500
FILING_RECEIVED
ELMA ELECTRONIC INC. SAVINGS PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
302
Accounts w/ balance
391
Plan assets (EOY)
$64.5M
Net assets (EOY)
$64.5M
How this plan invests
This plan
1 pooled trust
Schedule D
12 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
98
/ 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
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ELMA ELECTRONIC INC..
Plan sponsor
Name
ELMA ELECTRONIC INC.
EIN
13-3276071
Address
44350 GRIMMER BOULEVARD · FREMONT, CA · 94538
Phone
(510) 656-3400
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
2025-10-08
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
WHITTLESEY PC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
5 rowsOther
5| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TRUIST BANK | 56-1074313 | — | NONE | $63K | — |
| SCHWAB RETIREMENT PLAN SERVICES,INC | 34-1479833 | — | NONE | $20K | — |
| UHY LLP | 20-0694403 | — | NONE | $16K | — |
| CHARLES SCHWAB TRUST BANK | 82-3967259 | — | NONE | $0 | — |
| CHARLES SCHWAB & CO., INC. | 94-1737782 | — | NONE | $0 | — |
Investments
11 direct securities · 1 pooled fund· $64.3M(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
$53.7M
11 holdings
Common Collective Trust
$10.7M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity US Bond Index | — | — | — | $11.1M | 17.2% | |
| MORLEY STABLE VALUE FUND PRINCIPAL GLOBAL INVESTORS TRUST COMPANY · EIN 93-6274329 / PN 001 | Common Collective Trust | — | — | $10.7M | 16.5% | |
| Schwab S&P 500 Index Fund | — | — | — | $9.0M | 13.9% | |
| Fideility Large Cap Growth Idx | — | — | — | $7.5M | 11.7% | |
| American Funds Europacific Growth R6 | — | — | — | $6.3M | 9.7% | |
| MFS Midcap Growth R4 | — | — | — | $5.3M | 8.3% | |
| MFS Value Fund R4 | — | — | — | $5.1M | 7.8% | |
| Westwood Quality Small Cap Fund | — | — | — | $3.2M | 5.0% | |
| Emerald Growth Fund Institutional Class | — | — | — | $2.5M | 3.9% | |
| Victory Sycamore | — | — | — | $2.1M | 3.3% | |
| Pimco Income Institutional | — | — | — | $930K | 1.4% | |
| Participant Loans | — | — | — | $611K | 0.9% |
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