Back to filter
Original filing (PDF)20251013125302NAL0002877746001
THOMAS ELECTRONICS, INC.
Form 5500
FILING_RECEIVED
THOMAS ELECTRONICS, INC. 401(K) SAVINGS PLAN
401(k) retirement plan
Active participants
126
Accounts w/ balance
127
Plan assets (EOY)
$7.7M
Net assets (EOY)
$7.7M
How this plan invests
This plan
1 pooled trust
Schedule D
20 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 THOMAS ELECTRONICS, INC..
Plan sponsor
Name
THOMAS ELECTRONICS, INC.
EIN
16-1071442
Address
208 DAVIS PARKWAY · CLYDE, NY · 14433
Phone
(315) 923-2051
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
2025-10-13
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
3D · Pre-approved plan (master / prototype / VS)
3F · Sponsor used leased employees
Audit & trust (Schedule H)
Auditor
FLAHERTY SALMIN, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | CINCINNATI, OH | RECORDKEEPER | $19K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ALLIANT RETIREMENT SERVICES | 33-0785439 | NEW YORK, NY | ADVISOR | $13K | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FLAHERTY SALMIN, LLP | 16-1451346 | ROCHESTER, NY | ACCOUNTANT AUDITOR | $6K | — |
Investments
19 direct securities · 1 pooled fund· $7.9M(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
Uncategorized
$7.8M
19 holdings
Common Collective Trust
$122K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| FID Fdm Idx 2025 Ipr Mutual Fund N/A | — | — | — | $1.2M | 15.8% | |
| FID Fdm Idx 2030 Ipr Mutual Fund N/A | — | — | — | $1.1M | 14.0% | |
| FID 500 Index Mutual Fund N/A | — | — | — | $930K | 12.0% | |
| FID Fdm Idx 2015 Ipr Mutual Fund N/A | — | — | — | $887K | 11.5% | |
| FID Fdm Idx 2020 Ipr Mutual Fund N/A | — | — | — | $782K | 10.1% | |
| FID Fdm Idx 2035 Ipr Mutual Fund N/A | — | — | — | $495K | 6.4% | |
| FID Fdm Idx 2040 Ipr Mutual Fund N/A | — | — | — | $411K | 5.3% | |
| FID Fdm Idx 2055 Ipr Mutual Fund N/A | — | — | — | $338K | 4.4% | |
| FID Intl Index Mutual Fund N/A | — | — | — | $258K | 3.3% | |
| FID Mid Cap Idx Mutual Fund N/A | — | — | — | $238K | 3.1% | |
| FID Sm Cap Idx Mutual Fund N/A | — | — | — | $192K | 2.5% | |
| FID US Bond Idx Mutual Fund N/A | — | — | — | $156K | 2.0% | |
| maturing through April 2029 -0- | — | — | — | $146K | 1.9% | |
| PARTICIPANT LOANS INTEREST RATE 4.25% - 9.5% | — | — | — | $146K | 1.9% | |
| FID Fdm Idx 2045 Ipr Mutual Fund N/A | — | — | — | $136K | 1.8% | |
| FID Fdm Idx 2060 Ipr Mutual Fund N/A | — | — | — | $133K | 1.7% | |
| FIDELITY ADVISORS STABLE VALUE III FIDELITY INVESTMENTS · EIN 04-6568107 / PN 001 | Common Collective Trust | — | — | $122K | 1.6% | |
| FID Fdm Idx 2050 Ipr Mutual Fund N/A | — | — | — | $91K | 1.2% | |
| FID Fdm Idx Inc Ipr Mutual Fund N/A | — | — | — | $78K | 1.0% | |
| FID Fdm Idx 2065 Ipr Mutual Fund N/A | — | — | — | $42K | 0.5% |