How big is Performance Lighting Systems, in's plan?

Performance Lighting Systems, in's plan reported $19.8M in assets and 129 participants for 2024.

Original filing (PDF)20251015060301NAL0008319250001

Performance Lighting Systems, in

Name: Performance Lighting Systems, in — Performance, Form 5500 (2024)
Creator: Performance Lighting Systems, in
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Performance Lighting Systems 401(k) Plan

401(k) retirement plan · Performance Lighting Systems, in's Performance Lighting Systems 401(k) Plan held $19.8M in plan assets for 129 participants in 2024, with ADP as recordkeeper.

Active participants

129

Accounts w/ balance

157

Plan assets (EOY)

$19.8M

Net assets (EOY)

$19.8M

People on this filing

Cheryl Oneil signed Performance Lighting Systems, in's 2024 Form 5500 as plan administrator.

Cheryl Oneil — 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

Performance Lighting Systems, in's EIN is 26-0183374.

EIN 26-0183374

Plan number 001

Plan year 2024

ACK ID 20251015060301NAL0008319250001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Performance Lighting Systems, in's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for PERFORMANCE LIGHTING SYSTEMS, IN.

Finding similar companies…

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

Above-average plan

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

Plan health

Vendor & structure

100

Knocking points off

Total administrative cost in the bottom quartile of peers (17th percentile).

Plan sponsor

Name

PERFORMANCE LIGHTING SYSTEMS, IN

EIN

all filings

Address

5 JENNER SUITE 130 · IRVINE, CA · 92618

Phone

(949) 842-1451

Industry

Manufacturing

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)

Service providers (Schedule C)

3 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
ADP, INC.	13-3036745	—	RECORD KEEPER	$22K	—
ADP BROKER-DEALER	22-3319984	—	RECORD KEEPER	$0	—

Other service providers

Name	EIN	Location	Relation	Direct comp	Indirect comp
WEDBUSH SECURITIES INC.	95-2495390	—

Investments

50 direct securities· $19.8M(100% of reported assets)

Mutual Funds

$13.6M

33 holdings

Common Collective Trusts

$3.6M

6 holdings

Other securities

$2.1M

8 holdings

Participant loans

$266K

1 holding

U.S. Treasuries

$124K

1 holding

Common Stocks

$106K

1 holding

					% of plan
Vanguard Target Retirement 2050 Fund	Mutual Funds	—	—	$2.2M	11.1%
DWS Equity 500 Index Fund	Common Collective Trusts	—	—	$2.0M	10.2%
American Funds Washington Mutual Investors Fund	Mutual Funds	—	—	$1.3M	6.4%
T. Rowe Price New Horizons Fund	Other securities	—	—	$1.2M	5.9%
Vanguard Target Retirement 2040 Fund	Mutual Funds	—	—	$1.2M	5.8%
Vanguard Target Retirement 2035 Fund	Mutual Funds	—	—	$1.0M	5.3%
American Funds Fundamental Investors Fund	Mutual Funds	—	—	$941K	4.8%
Vanguard Treasury Money Market Fund	Mutual Funds	—	—	$913K	4.6%
Vanguard Target Retirement 2020 Fund	Mutual Funds	—	—	$814K	4.1%
Vanguard Target Retirement 2045 Fund	Mutual Funds	—	—	$688K	3.5%
Vanguard Target Retirement 2030 Fund	Mutual Funds	—	—	$643K	3.3%
Vanguard Mid Cap Growth Index Fund	Common Collective Trusts	—	—	$642K	3.2%
Morgan Stanley Discovery Portfolio	Other securities	—	—	$605K	3.1%
Vanguard Short-Term Treasury Fund	Mutual Funds	—	—	$597K	3.0%
Invesco High Yield Fund	Mutual Funds	—	—	$529K	2.7%
Vanguard International Growth Fund	Mutual Funds	—	—	$524K	2.6%
Vanguard Target Retirement 2055 Fund	Mutual Funds	—	—	$500K	2.5%
Vanguard Target Retirement 2060 Fund	Mutual Funds	—	—	$466K	2.4%
Vanguard Target Retirement 2025 Fund	Mutual Funds	—	—	$452K	2.3%
Vanguard Small Cap Growth Index Fund	Common Collective Trusts	—	—	$323K	1.6%
Vanguard Small Cap Value Index Fund	Common Collective Trusts	—	—	$267K	1.4%
Participant loans	Participant loans	—	—	$266K	1.3%
Nationwide Mid Cap Market Index Fund	Common Collective Trusts	—	—	$208K	1.1%
Vanguard Selected Value Fund	Mutual Funds	—	—	$196K	1.0%
Principal Small Cap S&P 600 Index Fund	Common Collective Trusts	—	—	$191K	1.0%
Virtus Seix Total Return Bond Fund	Other securities	—	—	$142K	0.7%
Vanguard Wellington Fund	Mutual Funds	—	—	$133K	0.7%
Federated Hermes UltraShort Bond Fund	U.S. Treasuries	—	—	$124K	0.6%
PRINCIPAL EQUITY INC - INSTL	Common Stocks	—	—	$106K	0.5%
DFA Large Cap International Portfolio	Mutual Funds	—	—	$100K	0.5%
MFS Massachusetts Investors Trust	Mutual Funds	—	—	$87K	0.4%
Invesco Small Cap Equity Fund	Mutual Funds	—	—	$65K	0.3%
Western Asset Inflation Indexed Plus Bond Fund	Other securities	—	—	$56K	0.3%
Vanguard Diversified Equity Fund	Mutual Funds	—	—	$55K	0.3%
American Funds Capital Income Builder Fund	Mutual Funds	—	—	$46K	0.2%
Principal Mid Cap Value Fund I Shares	Other securities	—	—	$43K	0.2%
MFS Total Return Fund	Mutual Funds	—	—	$40K	0.2%
MFS Blended Research Core Equity Fund	Mutual Funds	—	—	$38K	0.2%
Federated Hermes Short-Intermediate Total Return Bond Fund	Other securities	—	—	$25K	0.1%
DFA Emerging Markets Portfolio	Mutual Funds	—	—	$18K	<0.1%
Invesco Oppenheimer International Growth Fund	Mutual Funds	—	—	$16K	<0.1%
MFS Research International Fund	Mutual Funds	—	—	$13K	<0.1%
DFA INTL VALUE PORT INST	Mutual Funds	—	—	$12K	<0.1%
NEUBERGER BERMAN GENESIS INSTL	Other securities	—	—	$12K	<0.1%
DFA Global Real Estate Securities Portfolio	Mutual Funds	—	—	$12K	<0.1%
Vanguard Dividend Growth Fund	Mutual Funds	—	—	$11K	<0.1%
Vanguard Wellesley Income Fund	Mutual Funds	—	—	$7K	<0.1%
PIMCO StocksPLUS Small Fund	Mutual Funds	—	—	$5K	<0.1%
Putnam Convertible Securities Fund	Mutual Funds	—	—	$2K	<0.1%
Pioneer Select Mid Cap Growth Fund	Other securities	—	—	$1K	<0.1%