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Original filing (PDF)20250918051637NAL0001396819001
WINCHESTER INTERCONNECT
Form 5500
FILING_RECEIVED
WINCHESTER INTERCONNECT 401K PLAN
401(k) retirement plan
Active participants
759
Accounts w/ balance
988
Plan assets (EOY)
$68.2M
Net assets (EOY)
$68.2M
How this plan invests
This plan
3 pooled trusts
Schedule D
43 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
Helping the score
- Below-peer total fees (10 bps vs 16 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for WINCHESTER INTERCONNECT.
Plan sponsor
Name
WINCHESTER INTERCONNECT
EIN
20-4852662
Address
185 PLAINS ROAD · SUITE 101 W · MILFORD, CT · 06461
Phone
(281) 209-9111
Industry
Manufacturingsee all
Plan administrator
Name
PENTEGRA SERVICES, INC
EIN
13-3745616
City
CHARLOTTE, NC
Phone
(844) 367-2848
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-09-18
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
COHNREZNICK LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
5 rowsRecordkeeper
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $31K | — |
| ADP BROKER-DEALER | 22-3319984 | — | RECORD KEEPER | $0 | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MORGAN STANELY | — | LOS ANGELES, CA | ADVISOR | $0 | — |
Accountant / Auditor
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WINCHESTER INTERCONNECT | 20-4852662 | — | ACCOUNTANT | $23K | — |
| COHNREZNICK LLP | 33-4144829 | — | ACCOUNTANT | $16K | — |
Investments
40 direct securities · 3 pooled funds· $67.0M(98% 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.
Registered Investment Companies
$59.5M
40 holdings
Common Collective Trust
$7.6M
3 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| T.ROWE PRICE RETIRE 2030 - ADV | Registered Investment Companies | — | — | $11.4M | 16.8% | |
| T.ROWE PRICE RETIRE 2040 - ADV | Registered Investment Companies | — | — | $8.3M | 12.2% | |
| VAN RUSSELL 1000 GR IDX - INST | Registered Investment Companies | — | — | $7.3M | 10.6% | |
| T. ROWE PRICE RETIRE 2050-ADV | Registered Investment Companies | — | — | $5.9M | 8.6% | |
| T.ROWE PRICE RETIRE 2020 - ADV | Registered Investment Companies | — | — | $5.3M | 7.8% | |
| STATE ST S&P 500 IDX IX STATE STREET BANK & TRUST CO · EIN 90-0337987 / PN 344 | Common Collective Trust | — | — | $4.9M | 7.2% | |
| INVESCO STABLE ASSET - ADPZ INVESCO TRUST COMPANY · EIN 27-3884161 / PN 001 | Common Collective Trust | — | — | $2.4M | 3.4% | |
| AMERICAN MUTUAL R4 | Registered Investment Companies | — | — | $1.6M | 2.4% | |
| CALVERT CORE BOND FUND I | Registered Investment Companies | — | — | $1.6M | 2.4% | |
| INVESCO EQV INTL EQUITY R5 | Registered Investment Companies | — | — | $1.4M | 2.1% | |
| EV ATL CAPITAL SMID CP I | Registered Investment Companies | — | — | $1.3M | 2.0% | |
| JANUS HENDERSON ENTERPRISE - A | Registered Investment Companies | — | — | $1.3M | 1.9% | |
| FRANKLIN RISING DIV ADV | Registered Investment Companies | — | — | $1.3M | 1.8% | |
| JANUS HENDERSON TRITON A | Registered Investment Companies | — | — | $1.2M | 1.7% | |
| BLACKROCK GLBL ALLOCATION INST | Registered Investment Companies | — | — | $989K | 1.5% | |
| PGIM SHORT TERM CORP BOND R4 | Registered Investment Companies | — | — | $762K | 1.1% | |
| TROWE PRICE INTL VALUE EQ ADV | Registered Investment Companies | — | — | $748K | 1.1% | |
| BLK HEALTH SCI OPP PORT -INST | Registered Investment Companies | — | — | $651K | 1.0% | |
| FRANKLIN CORE PLUS BOND ADV | Registered Investment Companies | — | — | $646K | 0.9% | |
| VIRTUS SILVANT FOCUSED GR IN | Registered Investment Companies | — | — | $621K | 0.9% | |
| T.ROWE PRICE RETIRE 2010 - ADV | Registered Investment Companies | — | — | $593K | 0.9% | |
| T. ROWE PRICE RETIRE BAL ADV | Registered Investment Companies | — | — | $582K | 0.9% | |
| AMERICAN FUNDS NEW PERSP R5E | Registered Investment Companies | — | — | $545K | 0.8% | |
| PUTNAM LARGE CAP VALUE Y | Registered Investment Companies | — | — | $532K | 0.8% | |
| COL CONTRARIAN CORE I | Registered Investment Companies | — | — | $531K | 0.8% | |
| ALLSPRING SPECIAL MC VAL ADM | Registered Investment Companies | — | — | $529K | 0.8% | |
| VICTORY ESTABLISHED VALUE A | Registered Investment Companies | — | — | $438K | 0.6% | |
| T. ROWE PRICE RETIRE 2060-ADV | Registered Investment Companies | — | — | $399K | 0.6% | |
| INVESCO GOLD & SP MIN Y | Registered Investment Companies | — | — | $360K | 0.5% | |
| NEUBERGER&BERMAN GENESIS TRST | Registered Investment Companies | — | — | $350K | 0.5% | |
| VICTORY SMALL CO OPPORTUNITY A | Registered Investment Companies | — | — | $331K | 0.5% | |
| INVESCO DEV MARKETS - Y | Registered Investment Companies | — | — | $329K | 0.5% | |
| STATE ST S&P MD CP IDX NL J STATE STREET BANK & TRUST CO · EIN 90-0337987 / PN 347 | Common Collective Trust | — | — | $273K | 0.4% | |
| DWS SMALL CAP CORE FUND-S | Registered Investment Companies | — | — | $256K | 0.4% | |
| AC STRAT ALLOC CONS FUND - INV | Registered Investment Companies | — | — | $250K | 0.4% | |
| NUVEEN LIFESTYLE GROWTH A | Registered Investment Companies | — | — | $243K | 0.4% | |
| GOLDMAN SACHS SM CP VAL INV | Registered Investment Companies | — | — | $215K | 0.3% | |
| JPMORGAN GOVERNMENT BOND R4 | Registered Investment Companies | — | — | $210K | 0.3% | |
| EATON VANCE INCOME FD OF BOS-A | Registered Investment Companies | — | — | $200K | 0.3% | |
| VIR SGA INTL EQ FUND I | Registered Investment Companies | — | — | $122K | 0.2% | |
| DWS RREEF REAL EST SEC S | Registered Investment Companies | — | — | $94K | 0.1% | |
| MFS INTL NEW DISCOVERY R3 | Registered Investment Companies | — | — | $21K | <0.1% | |
| VANGUARD EMG MKTS STK IDX ADM | Registered Investment Companies | — | — | $11K | <0.1% |