How big is Somfy Systems, Inc.'s plan?

Somfy Systems, Inc.'s plan reported $40.9M in assets and 146 participants for 2024.

Original filing (PDF)20251013151026NAL0002266128001

Somfy Systems, Inc.

Name: Somfy Systems, Inc. — Somfy Systems, Inc. Employees, Form 5500 (2024)
Creator: Somfy Systems, Inc.
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Somfy Systems, Inc. Employees Profit Sharing Plan

401(k) retirement plan · Somfy Systems, Inc.'s Somfy Systems, Inc. Employees Profit Sharing Plan held $40.9M in plan assets for 146 participants in 2024, with Fidelity as recordkeeper.

Signals · 1

High average account balance

Active participants

146

Accounts w/ balance

160

Plan assets (EOY)

$40.9M

Net assets (EOY)

$40.9M

People on this filing

David Arnaud signed Somfy Systems, Inc.'s 2024 Form 5500 as plan administrator.

David Arnaud — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Somfy Systems, Inc.'s EIN is 22-2182262.

EIN 22-2182262

Plan number 002

Plan year 2024

ACK ID 20251013151026NAL0002266128001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Somfy Systems, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Somfy Systems, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA), a self-directed brokerage window.

Decision-maker contacts

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How this plan invests

This plan

41 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool.

Compliance & integrity

100

Total plan cost

100

Plan health

Vendor & structure

100

Helping the score

Below-peer total plan cost (100th percentile).
High average account balance (99th percentile).

Plan sponsor

Name

SOMFY SYSTEMS, INC.

EIN

all filings

Address

121 HERROD BLVD · DAYTON, NJ · 08810

Phone

(609) 395-1300

Industry

Manufacturing

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

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

2A · Age/service weighted or new comparability

Service providers (Schedule C)

1 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
FIDELITY INVESTMENTS INSTITUTIONAL	04-2647786	—	RECORDKEEPER	-$4K	—

Investments

41 direct securities· $40.9M(100% of reported assets)

Mutual Funds

$21.9M

28 holdings

Common Collective Trusts

$10.6M

8 holdings

Other securities

$4.5M

4 holdings

Stable Value

$3.9M

1 holding

					% of plan
Fidelity Management Trust Company Fidelity 500 Index Fund	Common Collective Trusts	—	—	$5.4M	13.3%
Lincoln National Insurance Company Lincoln Stable Value Fund	Stable Value	—	—	$3.9M	9.5%
JP Morgan JP Morgan Large Cap Growth Fund-R6	Other securities	—	—	$3.7M	9.0%
Fidelity Management Trust Company Fidelity Multi Asset Fund	Mutual Funds	—	—	$2.5M	6.0%
Fidelity Management Trust Company Fidelity Freedom Index 2045 IPR	Mutual Funds	—	—	$2.3M	5.7%
Fidelity Management Trust Company Fidelity Freedom Index 2040 IPR	Mutual Funds	—	—	$2.3M	5.7%
Fidelity Management Trust Company Fidelity Balanced Fund- Class K	Mutual Funds	—	—	$2.2M	5.3%
Franklin Templeton Franklin DynaTech Fund-R6	Mutual Funds	—	—	$1.8M	4.5%
Vanguard Mid-Cap Growth Index Fund	Common Collective Trusts	—	—	$1.7M	4.1%
Fidelity Management Trust Company Fidelity Freedom Index 2035 IPR	Mutual Funds	—	—	$1.5M	3.8%
Fidelity Management Trust Company Fidelity Freedom Index 2055 IPR	Mutual Funds	—	—	$1.4M	3.3%
Fidelity Management Trust Company Fidelity Large Cap Growth Index Fund	Common Collective Trusts	—	—	$1.3M	3.3%
Fidelity Management Trust Company Interest-Bearing Cash	Mutual Funds	—	—	$1.2M	2.9%
Fidelity Management Trust Company Fidelity Freedom Index 2025 IPR	Mutual Funds	—	—	$769K	1.9%
Fidelity Management Trust Company Fidelity Small Cap Index Fund	Common Collective Trusts	—	—	$699K	1.7%
Dimensional Fund Advisors DFA US Large Cap Value Portfolio	Mutual Funds	—	—	$678K	1.7%
Vanguard International Growth Fund	Mutual Funds	—	—	$646K	1.6%
Fidelity Management Trust Company Fidelity Mid Cap Index Fund	Common Collective Trusts	—	—	$600K	1.5%
American Funds American Funds Moderate Growth and Income Portfolio- R6	Mutual Funds	—	—	$464K	1.1%
Dimensional Fund Advisors DFA International Value Portfolio	Mutual Funds	—	—	$458K	1.1%
American Funds American Funds New World Fund- R6	Mutual Funds	—	—	$457K	1.1%
iShares MSCI EAFE International Index Fund- K	Common Collective Trusts	—	—	$395K	1.0%
Janus Henderson Investors Janus Henderson Triton Fund- N	Mutual Funds	—	—	$393K	1.0%
Fidelity Management Trust Company Fidelity Freedom Index 2060 IPR	Mutual Funds	—	—	$349K	0.9%
Fidelity Management Trust Company Fidelity Freedom Index 2050 IPR	Mutual Funds	—	—	$348K	0.9%
Pilgrim Total Return Fund R6	Other securities	—	—	$346K	0.8%
Fidelity Management Trust Company Common Stocks and Exchange Traded Funds	Mutual Funds	—	—	$334K	0.8%
Maturities Through 2045 -	Other securities	—	—	$333K	0.8%
Vanguard Value Index Fund	Common Collective Trusts	—	—	$320K	0.8%
MFS International Growth Fund R6	Mutual Funds	—	—	$293K	0.7%
Vanguard Life Strategy Conservative Growth Fund	Mutual Funds	—	—	$280K	0.7%
Fidelity Management Trust Company Mutual Funds	Mutual Funds	—	—	$229K	0.6%
Franklin Templeton Franklin Utilities Fund-R6	Mutual Funds	—	—	$192K	0.5%
Dimensional Fund Advisors DFA Inflation-Protected Securities Portfolio	Mutual Funds	—	—	$190K	0.5%
Fidelity Management Trust Company Fidelity Capital and Income Fund	Mutual Funds	—	—	$179K	0.4%
American Funds American Funds Fundamental Investors- R6	Mutual Funds	—	—	$168K	0.4%
Fidelity Management Trust Company Fidelity Freedom Index 2030 IPR	Mutual Funds	—	—	$158K	0.4%
Blackrock Strategic Income	Other securities	—	—	$147K	0.4%
Fidelity Management Trust Company Fidelity Short-Term Bond Index Fund	Common Collective Trusts	—	—	$127K	0.3%
Fidelity Management Trust Company Fidelity Freedom Index 2065 IPR	Mutual Funds	—	—	$111K	0.3%
Fidelity Management Trust Company Fidelity Select Health Care Portfolio	Mutual Funds	—	—	$71K	0.2%