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Original filing (PDF)20251002071227NAL0000117107001
LINEAR CONTROLS, INC.
Form 5500
FILING_RECEIVED
LINEAR CONTROLS, INC. 401(K) PLAN
401(k) retirement plan
Active participants
155
Accounts w/ balance
102
Plan assets (EOY)
$9.5M
Net assets (EOY)
$9.5M
How this plan invests
This plan
50 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
97
/ 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
80
Knocking points off
- 66% balance-to-active ratio — below typical for a healthy 401(k).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for LINEAR CONTROLS, INC..
Plan sponsor
Name
LINEAR CONTROLS, INC.
EIN
20-2066412
Address
107 1/2 COMMISSION BLVD · LAFAYETTE, LA · 70508
Phone
(337) 839-9702
Industry
Professional & Technical Servicessee 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
2025-10-02
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)
Audit & trust (Schedule H)
Auditor
ARSEMENT REDD GARDNER BENOIT, LLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NATIONWIDE | — | COLUMBUS, OH | RECORD KEEPER | $20K | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SENTINEL PENSION LLC | — | BATON ROUGE, LA | TPA | $8K | — |
Other
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BRINKER CAPITAL INVESTMENTS | 13-4109249 | — | NONE | $30K | — |
| CETERA ADVISORS, LLC | — | DENVER, CO | NONE | $0 | — |
Investments
49 direct securities· $9.1M(96% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Dbline Cor Fxd Inc I Shares of Mutual Funds in pooled separate accounts | — | — | — | $810K | 8.5% | |
| AB LgCap Gr I Shares of Mutual Funds in pooled separate accounts | — | — | — | $733K | 7.7% | |
| Vngrd Ttl IntlStkIndx Adml Shares of Mutual Funds in pooled separate accounts | — | — | — | $709K | 7.5% | |
| Vngrd Ttl StMkt Indx Fd AS Shares of Mutual Funds in pooled separate accounts | — | — | — | $550K | 5.8% | |
| Vngrd Eq Inc Adml Shares of Mutual Funds in pooled separate accounts | — | — | — | $453K | 4.8% | |
| AmFds 2035 TrgtDtRtrmt R6 Shares of Mutual Funds in pooled separate accounts | — | — | — | $444K | 4.7% | |
| Vngrd Val Indx Adml Shares of Mutual Funds in pooled separate accounts | — | — | — | $408K | 4.3% | |
| Vngrd Divd Gr Inv Shares of Mutual Funds in pooled separate accounts | — | — | — | $336K | 3.5% | |
| PRIMECAP Odysy Stk Shares of Mutual Funds in pooled separate accounts | — | — | — | $310K | 3.3% | |
| Vngrd Strat Eq Inv Shares of Mutual Funds in pooled separate accounts | — | — | — | $304K | 3.2% | |
| Tcw Metwst Ultra Short Bnd Fnd - Class I Shares of Mutual Funds | — | — | — | $301K | 3.2% | |
| Participant Loans Participant loans, interest at 6.75%-10.5%, -0- | — | — | — | $284K | 3.0% | |
| Cnstga Sm Cap Inst Shares of Mutual Funds in pooled separate accounts | — | — | — | $264K | 2.8% | |
| AmFds 2050 TrgtDtRtrmt R6 Shares of Mutual Funds in pooled separate accounts | — | — | — | $256K | 2.7% | |
| AmFds 2030 TrgtDtRtrmt R6 Shares of Mutual Funds in pooled separate accounts | — | — | — | $253K | 2.7% | |
| EV Atlnta Cap SMID Cap I Shares of Mutual Funds in pooled separate accounts | — | — | — | $227K | 2.4% | |
| PIMCO Inc Inst Shares of Mutual Funds in pooled separate accounts | — | — | — | $186K | 2.0% | |
| PGIM Ttl Rtn Bd Z Shares of Mutual Funds in pooled separate accounts | — | — | — | $183K | 1.9% | |
| DFA US SmCap Inst Shares of Mutual Funds in pooled separate accounts | — | — | — | $175K | 1.8% | |
| AmFds 2020 TrgtDtRtrmt R6 Shares of Mutual Funds in pooled separate accounts ** 967 * AmFds 2025 TrgtDtRtrmt R6 Shares of Mutual Funds in pooled separate accounts | — | — | — | $157K | 1.7% | |
| Vngrd Intl Val Inv Shares of Mutual Funds in pooled separate accounts | — | — | — | $147K | 1.6% | |
| BlkRk Hlth Scnc Oppr Inst Shares of Mutual Funds in pooled separate accounts | — | — | — | $144K | 1.5% | |
| TRowePr Scnc Tech Shares of Mutual Funds in pooled separate accounts | — | — | — | $139K | 1.5% | |
| Vngrd Infl Prtct Sec Adml Shares of Mutual Funds in pooled separate accounts ** 141 * Vngrd Intl Gr Adml Shares of Mutual Funds in pooled separate accounts | — | — | — | $132K | 1.4% | |
| AmFds Am Bal R6 Shares of Mutual Funds in pooled separate accounts | — | — | — | $121K | 1.3% | |
| AQR Eq Mkt Nutrl I Shares of Mutual Funds in pooled separate accounts | — | — | — | $116K | 1.2% | |
| Vngrd Comdty Strat Adml Shares of Mutual Funds in pooled separate accounts | — | — | — | $115K | 1.2% | |
| LeggM WstrAs CorPlsBd I Shares of Mutual Funds in pooled separate accounts | — | — | — | $110K | 1.2% | |
| MSIF Glbl Oppr I Shares of Mutual Funds in pooled separate accounts | — | — | — | $100K | 1.0% | |
| Vngrd SmCap Val Indx Adml Shares of Mutual Funds in pooled separate accounts | — | — | — | $92K | 1.0% | |
| Vngrd Wlsly Inc Adml Shares of Mutual Funds in pooled separate accounts ** 721 * NW FXD SEL OPTN Guaranteed investment contract, with interest ranging from 1.55% to 1.91% | — | — | — | $88K | 0.9% | |
| Vngrd Emrg Mkt StkIndxAdml Shares of Mutual Funds in pooled separate accounts | — | — | — | $68K | 0.7% | |
| PIMCO Stk PLUS Sm Inst Shares of Mutual Funds in pooled separate accounts | — | — | — | $60K | 0.6% | |
| AmFds 2045 TrgtDtRtrmt R6 Shares of Mutual Funds in pooled separate accounts | — | — | — | $56K | 0.6% | |
| Vngrd MdCap Val Indx Adml Shares of Mutual Funds in pooled separate accounts | — | — | — | $54K | 0.6% | |
| Fed Hrms Gov Oblgtns Prmr Shares of Mutual Funds in pooled separate accounts | — | — | — | $45K | 0.5% | |
| Vngrd Ttl Bnd Mkt ldx Adm Shares of Mutual Funds in pooled separate accounts | — | — | — | $39K | 0.4% | |
| AmFds 2060 TrgtDtRtrmt R6 Shares of Mutual Funds in pooled separate accounts | — | — | — | $35K | 0.4% | |
| AmFds 2055 TrgtDtRtrmt R6 Shares of Mutual Funds in pooled separate accounts | — | — | — | $26K | 0.3% | |
| Loomis Glbl Alloc Y Shares of Mutual Funds in pooled separate accounts | — | — | — | $26K | 0.3% | |
| AmFds Inc Fd Am R6 Shares of Mutual Funds in pooled separate accounts | — | — | — | $25K | 0.3% | |
| AmFds 2040 TrgtDtRtrmt R6 Shares of Mutual Funds in pooled separate accounts | — | — | — | $20K | 0.2% | |
| AmFds New Prspct R6 Shares of Mutual Funds in pooled separate accounts | — | — | — | $16K | 0.2% | |
| Invsco Glbl Oppr Y Shares of Mutual Funds in pooled separate accounts | — | — | — | $7K | <0.1% | |
| AmFds 2065 TrgtDtRtrmt R6 Shares of Mutual Funds in pooled separate accounts | — | — | — | $1K | <0.1% | |
| DFA Glbl RealEst Sec Inst Shares of Mutual Funds in pooled separate accounts | — | — | — | $1K | <0.1% | |
| AmFds 2010 TrgtDtRtrmt R6 Shares of Mutual Funds in pooled separate accounts | — | — | — | $1K | <0.1% | |
| PIMCOComdyRealRtnStratInst Shares of Mutual Funds in pooled separate accounts | — | — | — | $1K | <0.1% | |
| BNYMel Glbl Rtn I Shares of Mutual Funds in pooled separate accounts | — | — | — | $1K | <0.1% |