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Original filing (PDF)20251015060301NAL0008319250001
PERFORMANCE LIGHTING SYSTEMS, IN
Form 5500
FILING_RECEIVED
PERFORMANCE LIGHTING SYSTEMS 401(K) PLAN
401(k) retirement plan
Active participants
129
Accounts w/ balance
157
Plan assets (EOY)
$19.8M
Net assets (EOY)
$19.8M
How this plan invests
This plan
50 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
91
/ 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
65
Vendor stack
100
Participation health
100
Knocking points off
- 56 bps in Schedule C fees — 93% above peer band of 29 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for PERFORMANCE LIGHTING SYSTEMS, IN.
Plan sponsor
Name
PERFORMANCE LIGHTING SYSTEMS, IN
EIN
26-0183374
Address
5 JENNER SUITE 130 · IRVINE, CA · 92618
Phone
(949) 842-1451
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
2025-10-15
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)
Audit & trust (Schedule H)
Auditor
BPM LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $22K | — |
| ADP BROKER-DEALER | 22-3319984 | — | RECORD KEEPER | $0 | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WEDBUSH SECURITIES INC. | 95-2495390 | — | INVESTMENT/FINANCIAL ADVI | $89K | — |
Investments
50 direct securities· $19.8M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Target Retirement 2050 Fund | — | — | — | $2.2M | 11.1% | |
| DWS Equity 500 Index Fund | — | — | — | $2.0M | 10.2% | |
| American Funds Washington Mutual Investors Fund | — | — | — | $1.3M | 6.4% | |
| T. Rowe Price New Horizons Fund | — | — | — | $1.2M | 5.9% | |
| Vanguard Target Retirement 2040 Fund | — | — | — | $1.2M | 5.8% | |
| Vanguard Target Retirement 2035 Fund | — | — | — | $1.0M | 5.3% | |
| American Funds Fundamental Investors Fund | — | — | — | $941K | 4.8% | |
| Vanguard Treasury Money Market Fund | — | — | — | $913K | 4.6% | |
| Vanguard Target Retirement 2020 Fund | — | — | — | $814K | 4.1% | |
| Vanguard Target Retirement 2045 Fund | — | — | — | $688K | 3.5% | |
| Vanguard Target Retirement 2030 Fund | — | — | — | $643K | 3.3% | |
| Vanguard Mid Cap Growth Index Fund | — | — | — | $642K | 3.2% | |
| Morgan Stanley Discovery Portfolio | — | — | — | $605K | 3.1% | |
| Vanguard Short-Term Treasury Fund | — | — | — | $597K | 3.0% | |
| Invesco High Yield Fund | — | — | — | $529K | 2.7% | |
| Vanguard International Growth Fund | — | — | — | $524K | 2.6% | |
| Vanguard Target Retirement 2055 Fund | — | — | — | $500K | 2.5% | |
| Vanguard Target Retirement 2060 Fund | — | — | — | $466K | 2.4% | |
| Vanguard Target Retirement 2025 Fund | — | — | — | $452K | 2.3% | |
| Vanguard Small Cap Growth Index Fund | — | — | — | $323K | 1.6% | |
| Vanguard Small Cap Value Index Fund | — | — | — | $267K | 1.4% | |
| Participant loans | — | — | — | $266K | 1.3% | |
| Nationwide Mid Cap Market Index Fund | — | — | — | $208K | 1.1% | |
| Vanguard Selected Value Fund | — | — | — | $196K | 1.0% | |
| Principal Small Cap S&P 600 Index Fund | — | — | — | $191K | 1.0% | |
| Virtus Seix Total Return Bond Fund | — | — | — | $142K | 0.7% | |
| Vanguard Wellington Fund | — | — | — | $133K | 0.7% | |
| Federated Hermes UltraShort Bond Fund | — | — | — | $124K | 0.6% | |
| PRINCIPAL EQUITY INC - INSTL | — | — | — | $106K | 0.5% | |
| DFA Large Cap International Portfolio | — | — | — | $100K | 0.5% | |
| MFS Massachusetts Investors Trust | — | — | — | $87K | 0.4% | |
| Invesco Small Cap Equity Fund | — | — | — | $65K | 0.3% | |
| Western Asset Inflation Indexed Plus Bond Fund | — | — | — | $56K | 0.3% | |
| Vanguard Diversified Equity Fund | — | — | — | $55K | 0.3% | |
| American Funds Capital Income Builder Fund | — | — | — | $46K | 0.2% | |
| Principal Mid Cap Value Fund I Shares | — | — | — | $43K | 0.2% | |
| MFS Total Return Fund | — | — | — | $40K | 0.2% | |
| MFS Blended Research Core Equity Fund | — | — | — | $38K | 0.2% | |
| Federated Hermes Short-Intermediate Total Return Bond Fund | — | — | — | $25K | 0.1% | |
| DFA Emerging Markets Portfolio | — | — | — | $18K | <0.1% | |
| Invesco Oppenheimer International Growth Fund | — | — | — | $16K | <0.1% | |
| MFS Research International Fund | — | — | — | $13K | <0.1% | |
| DFA INTL VALUE PORT INST | — | — | — | $12K | <0.1% | |
| NEUBERGER BERMAN GENESIS INSTL | — | — | — | $12K | <0.1% | |
| DFA Global Real Estate Securities Portfolio | — | — | — | $12K | <0.1% | |
| Vanguard Dividend Growth Fund | — | — | — | $11K | <0.1% | |
| Vanguard Wellesley Income Fund | — | — | — | $7K | <0.1% | |
| PIMCO StocksPLUS Small Fund | — | — | — | $5K | <0.1% | |
| Putnam Convertible Securities Fund | — | — | — | $2K | <0.1% | |
| Pioneer Select Mid Cap Growth Fund | — | — | — | $1K | <0.1% |
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