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Original filing (PDF)20250905122407NAL0017189857001
ANALYTIK JENA US LLC
Form 5500
FILING_RECEIVED
ANALYTIK JENA US 401K PLAN
401(k) retirement plan
Active participants
102
Accounts w/ balance
125
Plan assets (EOY)
$10.4M
Net assets (EOY)
$10.4M
How this plan invests
This plan
1 pooled trust
Schedule D
44 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 (2 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ANALYTIK JENA US LLC.
Plan sponsor
Name
ANALYTIK JENA US LLC
EIN
20-5808067
Address
2066 W 11ST ST. · UPLAND, CA · 91786
Phone
(909) 946-3197
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
2025-09-05
Pension benefit codes
2A · Age/service weighted or new comparability
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
HOLTHOUSE CARLIN & VAN TRIGT LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INS CO OF AMERICA | — | GREENWOOD, CO | RECORD KEEPER | $0 | — |
Other
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| AMERICAN UNITED LIFE INSURANCE CO | 35-0145825 | — | NONE | $2K | — |
| ONEDIGITAL INVESTMENT ADVSRS | 43-1451524 | — | NONE | $0 | — |
Investments
26 direct securities · 1 pooled fund· $19.2M(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
$10.5M
26 holdings
Pooled Separate Account
$8.7M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| SEPARATE ACCOUNT II AMERICAN UNITED LIFE INSURANCE CO · EIN 35-0145825 / PN 000 | Pooled Separate Account | — | — | $8.7M | 83.8% | |
| Fidelity 500 Index Fund Pooled Separate Account | — | — | — | $1.6M | 15.3% | |
| Fully benefit-responsive investment contract * AUL Stable Value Account Guaranteed Interest Contract | — | — | — | $1.6M | 15.0% | |
| NUVEEN LIFESTYLE CONS R6 MUTUAL FUND SHARES 0 | — | — | — | $923K | 8.9% | |
| Nuveen Lifestyle Moderate Fund Pooled Separate Account | — | — | — | $739K | 7.1% | |
| NUVEEN LIFESTYLE AGG GR R6 MUTUAL FUND SHARES 0 | — | — | — | $674K | 6.5% | |
| Nuveen LifeCycle Index 2035 Fund Pooled Separate Account | — | — | — | $649K | 6.3% | |
| American Century Growth Fund Pooled Separate Account | — | — | — | $519K | 5.0% | |
| DFA U.S. Small Cap Value Fund Pooled Separate Account | — | — | — | $449K | 4.3% | |
| VICTORY PIONEER BOND K MUTUAL FUND SHARES 0 | — | — | — | $446K | 4.3% | |
| VANGUARD MIDCAP GROWTH IDX ADM MUTUAL FUND SHARES 0 | — | — | — | $422K | 4.1% | |
| Nuveen LifeCycle Index 2045 Fund Pooled Separate Account | — | — | — | $399K | 3.8% | |
| Vanguard Mid Cap Value Index Fund Pooled Separate Account | — | — | — | $308K | 3.0% | |
| Nuveen LifeCycle Index 2025 Fund Pooled Separate Account | — | — | — | $267K | 2.6% | |
| SEI NUVEEN LIFECYCLE IDX 2050 J MUTUAL FUND SHARES 0 | — | — | — | $207K | 2.0% | |
| DFA U.S. Large Cap Value Fund Pooled Separate Account | — | — | — | $180K | 1.7% | |
| American Funds Cap World Growth and Income Fund Pooled Separate Account | — | — | — | $163K | 1.6% | |
| Investments Nuveen LifeCycle Index 2055 Fund Pooled Separate Account | — | — | — | $161K | 1.6% | |
| SEI NUVEEN LIFECYCLE IDX 2030 J MUTUAL FUND SHARES 0 | — | — | — | $154K | 1.5% | |
| THORNBURG LTD TERM INC R6 MUTUAL FUND SHARES 0 | — | — | — | $137K | 1.3% | |
| PARTICIPANTS LOANS 5.25% TO 10.25% 0 | — | — | — | $122K | 1.2% | |
| AMERICAN FUNDS AMERFDS EUROPAC GRTH R6 MUTUAL FUND SHARES 0 | — | — | — | $104K | 1.0% | |
| American Funds Europacific Growth Fund Pooled Separate Account | — | — | — | $104K | 1.0% | |
| DFA U.S. Small Cap Fund Pooled Separate Account | — | — | — | $103K | 1.0% | |
| DFA US LARGE COMPANY I MUTUAL FUND SHARES 0 | — | — | — | $86K | 0.8% | |
| Nuveen LifeCycle Index 2030 Fund Pooled Separate Account | — | — | — | $15K | 0.1% | |
| SEI NUVEEN LIFECYCLE IDX 2065 J MUTUAL FUND SHARES 0 | — | — | — | $3K | <0.1% |
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