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Original filing (PDF)20251008102739NAL0009557712001
AMERLUX, LLC
Form 5500
FILING_RECEIVED
AMERLUX EMPLOYEE SAVINGS PLAN
401(k) retirement plan
Active participants
156
Accounts w/ balance
197
Plan assets (EOY)
$18.6M
Net assets (EOY)
$18.6M
How this plan invests
This plan
37 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
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for AMERLUX, LLC.
Plan sponsor
Name
AMERLUX, LLC
EIN
22-3770495
Address
178 BAUER DRIVE · OAKLAND, NJ · 07436
Phone
(973) 882-5010
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
2025-10-08
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
BAKER TILLY US, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $14K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MERRILL LYNCH PIERCE FENNER & SMITH | — | PENNINGTON, NJ | INVESTMENT ADVISOR | $33K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $4K | — |
Investments
37 direct securities· $18.6M(100% of reported assets)
Uncategorized
$13.5M
35 holdings
Guaranteed Income / GIC
$3.1M
1 holding
Mutual Funds
$2.1M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| * Empower Annuity Insurance EI Fixed Account - Series Class I N/R | Guaranteed Income / GIC | — | — | $3.1M | 16.4% | |
| Vanguard TOTAL STOCK MKT IDX N/R | Mutual Funds | — | — | $2.1M | 11.1% | |
| ADM TIAA-CREF LIFECYCLE INDEX 2025 N/R | — | — | — | $1.3M | 7.1% | |
| INST TIAA-CREF LIFECYCLE INDEX 2030 N/R | — | — | — | $1.2M | 6.2% | |
| INST American FUNDS AMERICAN N/R | — | — | — | $882K | 4.7% | |
| BALANCED R6 American FUNDS NEW N/R | — | — | — | $872K | 4.7% | |
| PERSPECTIVE R6 Vanguard US GROWTH ADM N/R | — | — | — | $761K | 4.1% | |
| Morgan Stanley MORGAN STANLEY INST GROWTH N/R | — | — | — | $636K | 3.4% | |
| R6 Fidelity US BOND INDEX N/R | — | — | — | $617K | 3.3% | |
| Vanguard SMALL CAP INDEX ADM N/R | — | — | — | $603K | 3.2% | |
| TIAA-CREF LIFECYCLE INDEX 2040 N/R | — | — | — | $548K | 2.9% | |
| INST MACQUARIE SCIENCE AND N/R | — | — | — | $524K | 2.8% | |
| TECHNOLOGY INST TIAA-CREF LIFECYCLE INDEX 2045 N/R | — | — | — | $453K | 2.4% | |
| Company of America Participant Loans * Participant Loans Interest rate: range from 4.16% to $0 | — | — | — | $423K | 2.3% | |
| INST TIAA-CREF LIFECYCLE INDEX 2055 N/R | — | — | — | $422K | 2.3% | |
| INST TIAA-CREF LIFECYCLE INDEX 2050 N/R | — | — | — | $378K | 2.0% | |
| INSTL Columbia Management Investment COLUMBIA DIVIDEND INCOME INSTL N/R | — | — | — | $366K | 2.0% | |
| Advisers 3 Fidelity MID CAP INDEX N/R | — | — | — | $365K | 2.0% | |
| American FUNDS FUNDAMENTAL N/R | — | — | — | $364K | 2.0% | |
| INVESTORS R6 Blackrock HEALTH SCIENCES N/R | — | — | — | $359K | 1.9% | |
| OPPS INSTL TIAA-CREF LIFECYCLE INDEX 2035 N/R | — | — | — | $350K | 1.9% | |
| INST JPMorgan MID CAP GROWTH R6 N/R | — | — | — | $290K | 1.6% | |
| Invesco SMALL CAP GROWTH N/R | — | — | — | $260K | 1.4% | |
| TIAA-CREF LIFECYCLE INDEX 2060 N/R | — | — | — | $215K | 1.2% | |
| INSTL Vanguard INTERNATIONAL VALUE N/R | — | — | — | $196K | 1.0% | |
| Allsprings ALLSPRING SPECIAL MID CAP VALUE N/R | — | — | — | $194K | 1.0% | |
| R6 TIAA-CREF LIFECYCLE INDEX RET N/R | — | — | — | $183K | 1.0% | |
| INC INST Western Assets WESTERN ASSET CORE PLUS BOND N/R | — | — | — | $161K | 0.9% | |
| IS Vanguard HIGH-YIELD N/R | — | — | — | $159K | 0.9% | |
| CORPORATE ADM DWS REEF REAL ESTATE N/R | — | — | — | $121K | 0.6% | |
| SECURITIES R6 TIAA-CREF LIFECYCLE INDEX 2020 N/R | — | — | — | $116K | 0.6% | |
| INST Morgan Stanley MORGAN STANLEY INST DISCOVERY N/R | — | — | — | $67K | 0.4% | |
| R6 Vanguard INTER-TERM TREASURY N/R | — | — | — | $54K | 0.3% | |
| IND ADMIRAL MFS INTL DIVERSIFICATION R6 N/R | — | — | — | $54K | 0.3% | |
| Vanguard INTERNATIONAL N/R | — | — | — | $37K | 0.2% | |
| GROWTH ADM JP Morgan UNDISCOVERED MGRS BEHAVIORAL N/R | — | — | — | $12K | <0.1% | |
| VALUE R6 TIAA-CREF LIFECYCLE INDEX 2015 N/R | — | — | — | $3K | <0.1% |
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