Back to filter
Original filing (PDF)20251013173317NAL0001678113001
FLASHCO MANUFACTURING, INC.
Form 5500
FILING_RECEIVED
FLASHCO 401K PROFIT SHARING PLAN
401(k) retirement plan
Signals · 1
35% in single holding
Active participants
149
Accounts w/ balance
173
Plan assets (EOY)
$5.6M
Net assets (EOY)
$5.6M
How this plan invests
This plan
12 pooled trusts
Schedule D
25 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
97
/ 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
83
Total plan cost
100
Vendor stack
100
Participation health
100
Knocking points off
- Top holding "MyCompass Ind Mod 2045 Fd R Common Collective Trust" is 35% of plan.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for FLASHCO MANUFACTURING, INC..
Plan sponsor
Name
FLASHCO MANUFACTURING, INC.
EIN
26-0027396
Address
150 TODD ROAD, SUITE 400 · SANTA ROSA, CA · 95407
Phone
(707) 824-4448
Industry
Manufacturingsee all
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)
Audit & trust (Schedule H)
Auditor
DAL POGGETTO & COMPANY LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| VOYA RETIREMENT INSURANCE & ANNUITY | 71-0294708 | — | RECORD KEEPER | $29K | — |
Broker
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRIMERICA FINANCIAL SERVICES INS. M | — | DULUTH, GA | BROKER/DEALER | $0 | — |
Investments
17 direct securities · 12 pooled funds· $5.8M(100% 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.
Common Collective Trust
$4.1M
11 holdings
Uncategorized
$1.6M
17 holdings
Pooled Separate Account
$0
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| MYCOMPASS INDEX MODERATE 2045 FUND WILMINGTON TRUST, N.A. · EIN 38-4097334 / PN 480 | Common Collective Trust | — | — | $2.0M | 35.0% | |
| MYCOMPASS INDEX MODERATE 2035 FUND WILMINGTON TRUST, N.A. · EIN 38-4097333 / PN 479 | Common Collective Trust | — | — | $1.1M | 20.3% | |
| Vangrd 500 Index Fund Adm Registered Investment Company | — | — | — | $733K | 13.1% | |
| MYCOMPASS INDEX MODERATE 2055 FUND WILMINGTON TRUST, N.A. · EIN 38-4097335 / PN 481 | Common Collective Trust | — | — | $662K | 11.8% | |
| MYCOMPASS INDEX MODERATE 2065 FUND WILMINGTON TRUST, N.A. · EIN 38-7271385 / PN 766 | Common Collective Trust | — | — | $172K | 3.1% | |
| MyCompass Ind Mod Ret Fd R Common Collective Trust | — | — | — | $165K | 2.9% | |
| MYCOMPASS INDEX MODERATE RETIREMENT WILMINGTON TRUST, N.A. · EIN 38-4097331 / PN 477 | Common Collective Trust | — | — | $165K | 2.9% | |
| party date,rate of interest, collateral, par, or maturity date American Funds Bond Fd Am R6 Registered Investment Company | — | — | — | $142K | 2.5% | |
| JPMorgan US Equity Fund R6 Registered Investment Company | — | — | — | $122K | 2.2% | |
| LOAN FUND Participant Loans - Rates 8.75% to 9.50% | — | — | — | $114K | 2.0% | |
| Vangrd Strategic Eqty Fnd Inv Registered Investment Company | — | — | — | $78K | 1.4% | |
| JPMorgan LgCp Grw Fnd R6 Registered Investment Company | — | — | — | $68K | 1.2% | |
| Hartford Schrdrs Intl Stck SDR Registered Investment Company | — | — | — | $50K | 0.9% | |
| FullThlr Bhvrl Sm Cp Eq Fd R6 Registered Investment Company | — | — | — | $44K | 0.8% | |
| Baron Small Cap Fund R6 Registered Investment Company | — | — | — | $43K | 0.8% | |
| Vangrd Int-Trm Bd Indx Fd Adm Registered Investment Company | — | — | — | $37K | 0.7% | |
| T Rowe Price US Hgh Yld Fd I Registered Investment Company | — | — | — | $17K | 0.3% | |
| American Funds Gr Inc Pt R6 Registered Investment Company | — | — | — | $12K | 0.2% | |
| MYCOMPASS INDEX CONSERVATIVE 2035 F WILMINGTON TRUST, N.A. · EIN 38-4097338 / PN 484 | Common Collective Trust | — | — | $9K | 0.2% | |
| MyCompass Ind Agg Ret Fd R Common Collective Trust | — | — | — | $8K | 0.1% | |
| MYCOMPASS INDEX AGGRESSIVE RETIREME WILMINGTON TRUST, N.A. · EIN 38-4097326 / PN 472 | Common Collective Trust | — | — | $8K | 0.1% | |
| Voya Gv Mny Mkt F A (Hld Acct) Registered Investment Company | — | — | — | $6K | 0.1% | |
| MYCOMPASS INDEX AGGRESSIVE 2065 FUN WILMINGTON TRUST, N.A. · EIN 38-7271384 / PN 765 | Common Collective Trust | — | — | $4K | <0.1% | |
| MYCOMPASS INDEX AGGRESSIVE 2055 FUN WILMINGTON TRUST, N.A. · EIN 38-4097330 / PN 476 | Common Collective Trust | — | — | $4K | <0.1% | |
| MYCOMPASS INDEX AGGRESSIVE 2045 FUN WILMINGTON TRUST, N.A. · EIN 38-4097329 / PN 475 | Common Collective Trust | — | — | $4K | <0.1% | |
| PIMCO CmmdtPLUS Str Is Registered Investment Company | — | — | — | $4K | <0.1% | |
| (Held at End of Year) FLASHCO 401(K) PROFIT SHARING PLAN EIN#26-0027396 Plan# 002 * Voya Fixed Account (4450) Insurance Company General Account | — | — | — | $4K | <0.1% | |
| MYCOMPASS INDEX CONSERVATIVE RETIRE WILMINGTON TRUST, N.A. · EIN 38-4097336 / PN 482 | Common Collective Trust | — | — | $612 | <0.1% | |
| SEPARATE ACCOUNT FLASHCO MANUFACTURING, INC. · EIN 04-1590850 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% |
Related plans
Other plans using VOYA RETIREMENT INSURANCE & ANNUITY
FORD MOTOR COMPANY
FORD DEFINED CONTRIBUTION PLANS MASTER TRUST
$25.3B
VOYA SERVICES COMPANY
VOYA 401(K) SAVINGS PLAN
$2.7B · 7,442 participants
CEDARS-SINAI MEDICAL CENTER
CEDARS-SINAI 403B RETIREMENT PLAN
$2.6B · 12,772 participants
CEDARS-SINAI MEDICAL CENTER
CEDARS-SINAI DEFINED CONTRIBUTION
$1.1B · 13,560 participants
MERCY HEALTH CORPORATION
MERCY HEALTH CORPORATION EMPLOYEES RETIREMENT PLAN
$827.7M · 7,008 participants
WASTE CONNECTIONS, INC.
WASTE CONNECTIONS, INC. 401(K) PROFIT SHARING PLAN
$799.3M · 17,293 participants
Similar-size Manufacturing plans
ZIMMERMAN METALS, INC.
ZIMMERMAN METALS, INC. 401(K) PROFIT SHARING PLAN
$5.6M · 61 participants
TSF STRUCTURES, INC.
TSF STRUCTURES, INC. 401(K) PLAN
$5.7M · 40 participants
BAPKO METAL, INC.
BAPKO METAL, INC. RETIREMENT PLAN
$5.5M · 155 participants
DEGEEST CORPORATION
DEGEEST CORPORATION RETIREMENT SAVINGS PLAN
$5.7M · 64 participants
FACIL NORTH AMERICA INC
FACIL NORTH AMERICA INC 401(K) PROFIT SHARING PLAN & TRUST
$5.5M · 192 participants
J. A. MCMAHON INC
J. A. MCMAHON INC 401(K) RETIREMENT PLAN
$5.5M · 25 participants
Large plans in California
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND
$215.1B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND E
$190.9B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND F
$188.1B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
RUSSELL 1000 INDEX FUND
$187.7B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
CASH EQUIVALENT FUND II
$125.0B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
BLACKROCK MSCI ACWI EX-US IMI INDEX FUND E
$88.3B