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Original filing (PDF)20251013143900NAL0002214896001
THOMAS ELECTRONICS, INC.
Form 5500
FILING_RECEIVED
THOMAS ELECTRONICS, INC. PENSION PLAN
Defined-benefit pension plan
Signals · 1
51% in single holding
Active participants
16
Accounts w/ balance
—
Plan assets (EOY)
$3.4M
Net assets (EOY)
$3.4M
How this plan invests
This plan
1 pooled trust
Schedule D
7 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
93
/ 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
75
Total plan cost
100
Vendor stack
75
Participation health
100
Knocking points off
- Top holding "Vanguard 500 Index Fund Adm Mutual Fund" is 51% of plan.
- Plan is frozen (1I) — no new benefit accrual.
Helping the score
- Below-peer total fees (21 bps vs 52 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for THOMAS ELECTRONICS, INC..
Plan sponsor
Name
THOMAS ELECTRONICS, INC.
EIN
22-1462403
Address
208 DAVIS PARKWAY · CLYDE, NY · 14433
Phone
(315) 923-2051
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
2025-10-13
Pension benefit codes
1A · Pay-related DB formula
1I · Frozen plan — no new benefit accrual
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
FLAHERTY SALMIN LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsOther
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LB ACTUARIAL ASSOCIATES, INC. | 22-3509247 | CONVENT STATION, NJ | NONE | $7K | — |
Investments
7 direct securities · 1 pooled fund· $7.0M(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
$3.6M
7 holdings
Pooled Separate Account
$3.4M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| VOYA VARIABLE INVESTMENT FUNDS VOYA · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $3.4M | 100.0% | |
| Vanguard 500 Index Fund Adm Mutual Fund | — | — | $1.2M | $1.9M | 55.3% | |
| Vanguard Total Bond Market Index Fund Adm Mutual Fund | — | — | $1.5M | $1.5M | 44.7% | |
| $ - (f) Expense Incur'd withTransaction$ $ (d) | — | — | — | $139K | 4.1% | |
| Gain/(Loss) $ (g) | — | — | — | $97K | 2.9% | |
| Net | — | — | — | $42K | 1.3% | |
| Price Purchase $ | — | — | — | $4K | 0.1% | |
| (l) | — | — | — | $2K | <0.1% |
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