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Original filing (PDF)20251014133403NAL0004109440001
ELEMENT ELECTRONICS HOLDINGS, LLC
Form 5500
FILING_RECEIVED
OHC BRANDS 401(K) PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
316
Accounts w/ balance
364
Plan assets (EOY)
$6.7M
Net assets (EOY)
$6.7M
How this plan invests
This plan
23 pooled trusts
Schedule D
28 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
98
/ 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
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Helping the score
- Below-peer total fees (5 bps vs 52 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ELEMENT ELECTRONICS HOLDINGS, LLC.
Plan sponsor
Name
ELEMENT ELECTRONICS HOLDINGS, LLC
EIN
27-0673654
Address
392 HWY 321 BYPASS · PO BOX 581 · WINNSBORO, SC · 29810
Phone
(952) 807-9683
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
2025-10-14
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2J · 401(k) feature
2K · 401(m) arrangement
2F · ERISA section 404(c)
2G · Total participant-directed accounts
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
REDPATH AND COMPANY, LLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsOther
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| KESTRA ADVISORY SERVICES, LLC | — | AUSTIN, TX | NONE | $3K | — |
Investments
28 direct securities · 23 pooled funds· $6.7M(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.
Uncategorized
$6.7M
28 holdings
Pooled Separate Account
$0
23 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity 500 Index Mutual Fund | — | — | — | $1.2M | 17.8% | |
| Fidelity Freedom 2050 K6 Mutual Fund | — | — | — | $907K | 13.6% | |
| Fidelity Large Cap Growth Idx Mutual Fund | — | — | — | $654K | 9.8% | |
| Vanguard Equity-Income Adm Mutual Fund | — | — | — | $539K | 8.0% | |
| Fidelity Freedom 2060 K6 Mutual Fund | — | — | — | $533K | 8.0% | |
| TCW MetWest Total Return Bd I Mutual Fund | — | — | — | $447K | 6.7% | |
| Fidelity Freedom 2055 K6 Mutual Fund | — | — | — | $325K | 4.9% | |
| Fidelity Freedom 2045 K6 Mutual Fund | — | — | — | $264K | 3.9% | |
| Fidelity Government Money Market Money Market Fund | — | — | — | $220K | 3.3% | |
| Fidelity Freedom 2025 K6 Mutual Fund | — | — | — | $184K | 2.7% | |
| Loans to Participants Interest rates at 5.25%-10.50% | — | — | — | $174K | 2.6% | |
| American Funds EuroPacific Growth R6 Mutual Fund | — | — | — | $172K | 2.6% | |
| Fidelity Freedom 2040 K6 Mutual Fund | — | — | — | $163K | 2.4% | |
| Fidelity Freedom 2030 K6 Mutual Fund | — | — | — | $158K | 2.4% | |
| Fidelity Extended Market Index Mutual Fund | — | — | — | $144K | 2.2% | |
| Fidelity Freedom 2035 K6 Mutual Fund | — | — | — | $119K | 1.8% | |
| MFS New Discovery R6 Mutual Fund | — | — | — | $116K | 1.7% | |
| Fidelity Total International Index Mutual Fund | — | — | — | $80K | 1.2% | |
| ClearBridge Small Cap Growth I Mutual Fund | — | — | — | $76K | 1.1% | |
| MFS International New Discovery R6 Mutual Fund | — | — | — | $62K | 0.9% | |
| Carillon Eagle Mid Cap Growth R6 Mutual Fund | — | — | — | $57K | 0.8% | |
| Victory Sycamore Established Value R6 Mutual Fund | — | — | — | $55K | 0.8% | |
| Fidelity Freedom 2065 K6 Mutual Fund | — | — | — | $25K | 0.4% | |
| Fidelity Freedom Income K6 Mutual Fund | — | — | — | $18K | 0.3% | |
| Fidelity U.S. Bond Index Mutual Fund | — | — | — | $4K | <0.1% | |
| Fidelity Freedom 2010 K6 Mutual Fund 897 * Fidelity Freedom 2020 K6 Mutual Fund | — | — | — | $3K | <0.1% | |
| Fidelity Freedom 2070 K6 Mutual Fund | — | — | — | $1K | <0.1% | |
| Victory Pioneer Strategic Income R6 Mutual Fund | — | — | — | $1K | <0.1% | |
| VANGUARD TOT BOND MKT IDX ADM MINNESOTA LIFE INSURANCE COMPANY · EIN 41-0417830 / PN 154 | Pooled Separate Account | — | — | $0 | <0.1% | |
| VANGUARD TOT INTL STK IDX ADM MINNESOTA LIFE INSURANCE COMPANY · EIN 41-0417883 / PN 219 | Pooled Separate Account | — | — | $0 | <0.1% | |
| JANUS HENDERSON TRITON N MINNESOTA LIFE INSURANCE COMPANY · EIN 41-0417830 / PN 223 | Pooled Separate Account | — | — | $0 | <0.1% | |
| METRO WEST TTL RTN BD ADMIN MINNESOTA LIFE INSURANCE COMPANY · EIN 41-0417830 / PN 236 | Pooled Separate Account | — | — | $0 | <0.1% | |
| AM FNDS EUROPACIFIC GR R6 MINNESOTA LIFE INSURANCE COMPANY · EIN 41-0417830 / PN 286 | Pooled Separate Account | — | — | $0 | <0.1% | |
| VANGUARD EQUITY-INCOME ADM MINNESOTA LIFE INSURANCE COMPANY · EIN 41-0417830 / PN 333 | Pooled Separate Account | — | — | $0 | <0.1% | |
| MFS INTL NEW DISCOVERY R3 MINNESOTA LIFE INSURANCE COMPANY · EIN 41-0417830 / PN 346 | Pooled Separate Account | — | — | $0 | <0.1% | |
| CARILLON EAGLE MID CAP GRO R5 MINNESOTA LIFE INSURANCE COMPANY · EIN 41-0417830 / PN 362 | Pooled Separate Account | — | — | $0 | <0.1% | |
| AM CENT ONE CHCE 2025 I MINNESOTA LIFE INSURANCE COMPANY · EIN 41-0417830 / PN 533 | Pooled Separate Account | — | — | $0 | <0.1% | |
| AM CENT ONE CHCE 2030 I MINNESOTA LIFE INSURANCE COMPANY · EIN 41-0417830 / PN 534 | Pooled Separate Account | — | — | $0 | <0.1% | |
| AM CENT ONE CHCE 2035 I MINNESOTA LIFE INSURANCE COMPANY · EIN 41-0417830 / PN 535 | Pooled Separate Account | — | — | $0 | <0.1% | |
| AM CENT ONE CHCE 2040 I MINNESOTA LIFE INSURANCE COMPANY · EIN 41-0417830 / PN 536 | Pooled Separate Account | — | — | $0 | <0.1% | |
| AM CENT ONE CHCE 2045 I MINNESOTA LIFE INSURANCE COMPANY · EIN 41-0417830 / PN 537 | Pooled Separate Account | — | — | $0 | <0.1% | |
| AM CENT ONE CHCE 2050 I MINNESOTA LIFE INSURANCE COMPANY · EIN 41-0417830 / PN 538 | Pooled Separate Account | — | — | $0 | <0.1% | |
| AM CENT ONE CHCE 2055 I MINNESOTA LIFE INSURANCE COMPANY · EIN 41-0417830 / PN 539 | Pooled Separate Account | — | — | $0 | <0.1% | |
| AM CENT ONE CHCE IN RET I MINNESOTA LIFE INSURANCE COMPANY · EIN 41-0417830 / PN 540 | Pooled Separate Account | — | — | $0 | <0.1% | |
| PIONEER STRATEGIC INCOME Y MINNESOTA LIFE INSURANCE COMPANY · EIN 41-0417830 / PN 631 | Pooled Separate Account | — | — | $0 | <0.1% | |
| VICTORY SYCAMORE ESTBLSD VAL R MINNESOTA LIFE INSURANCE COMPANY · EIN 41-0417830 / PN 726 | Pooled Separate Account | — | — | $0 | <0.1% | |
| AM CENT ONE CHCE 2060 I MINNESOTA LIFE INSURANCE COMPANY · EIN 41-0417830 / PN 728 | Pooled Separate Account | — | — | $0 | <0.1% | |
| FIDELITY 500 INDEX MINNESOTA LIFE INSURANCE COMPANY · EIN 41-0417830 / PN 730 | Pooled Separate Account | — | — | $0 | <0.1% | |
| T. ROWE PRICE BLUE CHIP GROWTH MINNESOTA LIFE INSURANCE COMPANY · EIN 41-0417830 / PN 900 | Pooled Separate Account | — | — | $0 | <0.1% | |
| MFS NEW DISCOVERY VALUE R3 MINNESOTA LIFE INSURANCE COMPANY · EIN 41-0417830 / PN 900 | Pooled Separate Account | — | — | $0 | <0.1% | |
| FIDELITY EXTENDED MARKET INDX MINNESOTA LIFE INSURANCE COMPANY · EIN 41-0417830 / PN 900 | Pooled Separate Account | — | — | $0 | <0.1% |
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