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Original filing (PDF)20251015113423NAL0002333619001
PHOTON INFOTECH INC
Form 5500
FILING_RECEIVED
PHOTON INFOTECH 401(K) PROFIT SHARING PLAN
401(k) retirement plan
Active participants
502
Accounts w/ balance
168
Plan assets (EOY)
$5.5M
Net assets (EOY)
$5.5M
How this plan invests
This plan
26 pooled trusts
Schedule D
27 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
95
/ 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
65
Knocking points off
- Only 33% as many balances as active participants — suggests many active employees aren't deferring.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for PHOTON INFOTECH INC.
Plan sponsor
Name
PHOTON INFOTECH INC
EIN
26-0106960
Address
4835 LYNDON B JOHNSON FWY · SUITE 540 · DALLAS, TX · 752446050
Phone
(408) 416-1685
Industry
Custom Computer Programming· Professional & Technical Servicessee all
Plan administrator
Name
PENTEGRA SERVICES, INC.
EIN
13-3745616
City
WHITE PLAINS, NY
Phone
(844) 367-2848
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-15
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)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
CHUGH CPA'S LLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TRANSAMERICA LIFE INSURANCE COMPANY | 39-0989781 | — | RECORDKEEPER | $18K | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PENTEGRA RETIREMENT SERVICES-TPA | 13-3745616 | — | TPA ADMINISTRATOR | $12K | — |
Investments
1 direct security · 26 pooled funds· $5.5M(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.
Pooled Separate Account
$5.4M
26 holdings
Uncategorized
$48K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| TRANSAMERICA LIFEGOAL 2045 WITH BLK TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 051 | Pooled Separate Account | — | — | $1.1M | 20.1% | |
| VANGUARD TOTAL STOCK MARKET INDEX R TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 114 | Pooled Separate Account | — | — | $775K | 14.1% | |
| TRANSAMERICA LIFEGOAL 2040 WITH BLK TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 112 | Pooled Separate Account | — | — | $631K | 11.5% | |
| TRANSAMERICA LIFEGOAL 2055 WITH BLK TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 505 | Pooled Separate Account | — | — | $465K | 8.5% | |
| VANGUARD SMALL-CAP GROWTH INDEX RET TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 106 | Pooled Separate Account | — | — | $368K | 6.7% | |
| TRANSAMERICA LIFEGOAL 2050 WITH BLK TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 113 | Pooled Separate Account | — | — | $331K | 6.0% | |
| TRANSAMERICA LIFEGOAL 2025 WITH BLA TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 049 | Pooled Separate Account | — | — | $276K | 5.0% | |
| T. ROWE PRICE GROWTH STOCK RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 606 | Pooled Separate Account | — | — | $248K | 4.5% | |
| TRANSAMERICA LIFEGOAL 2035 WITH BLA TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 050 | Pooled Separate Account | — | — | $233K | 4.3% | |
| TRANSAMERICA LIFEGOAL 2060 WITH BLK TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 612 | Pooled Separate Account | — | — | $157K | 2.9% | |
| FIDELITY ADV LEVERAGED COMPANY STOC TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 247 | Pooled Separate Account | — | — | $148K | 2.7% | |
| COLUMBIA CONTRARIAN CORE TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 634 | Pooled Separate Account | — | — | $120K | 2.2% | |
| STATE STREET S&P MID CAP INDEX RET TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 036 | Pooled Separate Account | — | — | $102K | 1.9% | |
| TRANSAMERICA LIFEGOAL 2030 WITH BLA TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 111 | Pooled Separate Account | — | — | $93K | 1.7% | |
| STATE STREET INTL INDEX RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 035 | Pooled Separate Account | — | — | $88K | 1.6% | |
| TRANSAMERICA LIFEGOAL RET WITH BLAC TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 047 | Pooled Separate Account | — | — | $64K | 1.2% | |
| Transamerica Stable Value Core Option | — | — | — | $48K | 0.9% | |
| AMERICAN CENTURY MID CAP VALUE RET TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 280 | Pooled Separate Account | — | — | $39K | 0.7% | |
| TRANSAMERICA SM CAP GROWTH RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 258 | Pooled Separate Account | — | — | $37K | 0.7% | |
| TRANSAMERICA LARGE CAP VALUE RET OP TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 605 | Pooled Separate Account | — | — | $28K | 0.5% | |
| PIONEER STRATEGIC INCOME RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 474 | Pooled Separate Account | — | — | $28K | 0.5% | |
| STATE STREET U.S. BOND INDEX RET OP TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 037 | Pooled Separate Account | — | — | $26K | 0.5% | |
| TEMPLETON GLOBAL BOND RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 313 | Pooled Separate Account | — | — | $22K | 0.4% | |
| DFA EMERGING MARKETS PORTFOLIO RET TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 525 | Pooled Separate Account | — | — | $19K | 0.4% | |
| TRANSAMERICA INTL GROWTH RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 116 | Pooled Separate Account | — | — | $18K | 0.3% | |
| AEGON US HIGH YIELD RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 624 | Pooled Separate Account | — | — | $12K | 0.2% | |
| ALLSPRING COMMON STOCK RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 545 | Pooled Separate Account | — | — | $6K | 0.1% |
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