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Original filing (PDF)20250909091633NAL0033824656001
ELECTRICOM LLC
Form 5500
FILING_RECEIVED
ELECTRICOM 401(K) SAVINGS PLAN
401(k) retirement plan
Active participants
428
Accounts w/ balance
529
Plan assets (EOY)
$26.5M
Net assets (EOY)
$26.5M
How this plan invests
This plan
1 pooled trust
Schedule D
26 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 ELECTRICOM LLC.
Plan sponsor
Name
ELECTRICOM LLC
EIN
13-4335513
Address
1660 WEST HOSPITAL ROAD · PAOLI, IN · 47454
Phone
(812) 723-2626
Industry
Constructionsee 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
2025-09-09
Pension benefit codes
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)
2E · Profit-sharing
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
BKD
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 | $47K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LPL FINANCIAL LLC | 04-3046611 | — | ADVISOR | $20K | — |
Investments
26 direct securities · 1 pooled fund· $26.9M(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
$26.5M
25 holdings
Common Collective Trust
$394K
1 holding
Mutual Funds
$9K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| American Funds 2035 Target Date Fund R6 11,772 shares | — | — | $12K | $3.2M | 12.1% | |
| American Funds 2030 Target Date Fund R6 78,452 shares | — | — | $78K | $2.9M | 10.8% | |
| American Funds 2040 Target Date Fund R6 79,286 shares | — | — | $79K | $2.9M | 10.8% | |
| American Funds 2060 Target Date Fund R6 140,887 shares | — | — | $141K | $2.5M | 9.5% | |
| American Funds 2045 Target Date Fund R6 167,609 shares | — | — | $168K | $2.2M | 8.5% | |
| American Funds 2055 Target Date Fund R6 75,105 shares | — | — | $75K | $2.0M | 7.5% | |
| American Funds 2050 Target Date Fund R6 105,577 shares | — | — | $106K | $1.6M | 6.2% | |
| Fidelity 500 Index 6,450 shares | — | — | $6K | $1.3M | 5.0% | |
| American Funds 2025 Target Date Fund R6 138,741 shares | — | — | $139K | $1.2M | 4.5% | |
| American Funds 2065 Target Date Fund R6 64,948 shares | — | — | $65K | $1.1M | 4.3% | |
| AB Large Cap Growth Fund 7,936 shares | — | — | $8K | $867K | 3.3% | |
| ranging from January 2025 to January 2030 | — | — | — | $803K | 3.0% | |
| JPMorgan Equity Income Fund 31,461 shares | — | — | $31K | $753K | 2.8% | |
| American Funds 2020 Target Date Fund R6 165,641 shares | — | — | $166K | $396K | 1.5% | |
| Collective Trust Funds Federated Capital Preservation Fund R6p Common Collective Trust 39,363 shares | — | — | $39K | $394K | 1.5% | |
| FH CAP PRESRVN R6P FEDERATED INVESTORS TRUST COMPANY · EIN 22-2712853 / PN 001 | Common Collective Trust | — | — | $394K | 1.5% | |
| Fidelity Total Bond 38,745 shares | — | — | $39K | $364K | 1.4% | |
| Fidelity Small Cap Index 12,788 shares | — | — | $13K | $354K | 1.3% | |
| PIMCO Income Fund Institutional 33,098 shares | — | — | $33K | $348K | 1.3% | |
| American Funds New World R6 4,237 shares | — | — | $4K | $326K | 1.2% | |
| T. Rowe Price Overseas Stock Fund 24,240 shares | — | — | $24K | $304K | 1.1% | |
| Janus Henderson Triton N 8,669 shares | — | — | $9K | $239K | 0.9% | |
| Fidelity Mid Cap Index 4,852 shares | — | — | $5K | $164K | 0.6% | |
| American Funds 2015 Target Date Fund R6 29,413 shares | — | — | $29K | $144K | 0.5% | |
| iShares US Aggregate Bond Index 6,503 shares | — | — | $7K | $58K | 0.2% | |
| s *American Funds 2010 Target Date Fund R6 773 shares | Mutual Funds | — | — | $9K | <0.1% | |
| Money Market Fund *Money Market Fund Forfeitures 1,764 shares | — | — | $2K | $2K | <0.1% |
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