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Original filing (PDF)20250828150143NAL0005640947001
ELECTEK
Form 5500
FILING_RECEIVED
SASCO & AFFILIATES RETIREMENT PLAN
401(k) retirement plan
Active participants
184
Accounts w/ balance
308
Plan assets (EOY)
$42.1M
Net assets (EOY)
$42.1M
How this plan invests
This plan
1 pooled trust
Schedule D
36 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 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
100
Helping the score
- Below-peer total fees (0 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ELECTEK.
Plan sponsor
Name
ELECTEK
EIN
27-3733987
Address
2750 MOORE AVENUE · FULLERTON, CA · 92833
Phone
(714) 870-0217
Industry
Electrical Contractors· Constructionsee 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
2025-08-28
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3H · Sponsor in controlled / affiliated group
3D · Pre-approved plan (master / prototype / VS)
2R · Participant-directed brokerage (SDBA)
Audit & trust (Schedule H)
Auditor
BAKERTILLYUSLLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | -$14K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $14K | — |
Investments
35 direct securities · 1 pooled fund· $42.1M(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
$31.0M
34 holdings
Mutual Funds
$7.5M
1 holding
Common Collective Trust
$3.6M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| PGIM J GROWTH Z N/R | Mutual Funds | — | — | $7.5M | 17.7% | |
| Fidelity FID 500 INDEX N/R | — | — | — | $4.3M | 10.2% | |
| PUTNAM STABLE VALUE PUTNAM FIDUCIARY TRUST COMPANY · EIN 04-3159710 / PN 202 | Common Collective Trust | — | — | $3.6M | 8.7% | |
| T. Rowe Price TRP RETIREMENT 2045 N/R | — | — | — | $2.9M | 6.8% | |
| Fidelity FID BALANCED K N/R | — | — | — | $2.7M | 6.5% | |
| MFS VALUE R6 N/R | — | — | — | $2.3M | 5.5% | |
| Self-Directed Account * Fidelity BROKERAGELINK N/R | — | — | — | $2.3M | 5.4% | |
| T. Rowe Price TRP RETIREMENT 2030 N/R | — | — | — | $2.2M | 5.3% | |
| T. Rowe Price TRP RETIREMENT 2040 N/R | — | — | — | $2.0M | 4.6% | |
| T. Rowe Price TRP RETIREMENT 2035 N/R | — | — | — | $1.5M | 3.6% | |
| T. Rowe Price TRP RETIREMENT 2050 N/R | — | — | — | $1.5M | 3.5% | |
| PGIM TOTAL RTN BD R6 N/R | — | — | — | $1.3M | 3.2% | |
| Fidelity FID MID CAP IDX N/R | — | — | — | $1.2M | 3.0% | |
| Victory S ESTB VAL I N/R | — | — | — | $882K | 2.1% | |
| T. Rowe Price TRP RETIREMENT 2020 N/R | — | — | — | $731K | 1.7% | |
| T. Rowe Price TRP RETIREMENT 2025 N/R | — | — | — | $695K | 1.6% | |
| T. Rowe Price TRP RETIREMENT 2055 N/R | — | — | — | $586K | 1.4% | |
| Dodge & Cox DODGE & COX INTL STK N/R | — | — | — | $552K | 1.3% | |
| Fidelity FID US BOND IDX N/R | — | — | — | $515K | 1.2% | |
| MFS INTL INTR VAL R4 N/R | — | — | — | $447K | 1.1% | |
| Invesco INVS DISCOVERY R6 N/R | — | — | — | $367K | 0.9% | |
| Participant Loans * Notes receivable from participants with | — | — | — | $281K | 0.7% | |
| American Funds AF NEW WORLD R6 N/R | — | — | — | $268K | 0.6% | |
| T. Rowe Price TRP RETIRE BAL N/R | — | — | — | $205K | 0.5% | |
| Fidelity FID EMRG MKTS IDX N/R | — | — | — | $197K | 0.5% | |
| Fidelity FID SM CAP IDX N/R | — | — | — | $191K | 0.5% | |
| T. Rowe Price TRP RETIREMENT 2060 N/R | — | — | — | $143K | 0.3% | |
| Victory S SMCO OP R6 N/R | — | — | — | $120K | 0.3% | |
| Driehaus INTL SMCPGR N/R | — | — | — | $113K | 0.3% | |
| T. Rowe Price TRP RETIREMENT 2010 N/R | — | — | — | $99K | 0.2% | |
| Money Market Fund * Fidelity FID GOVT MMKT N/R | — | — | — | $91K | 0.2% | |
| Fidelity FID GLB EX US IDX N/R | — | — | — | $78K | 0.2% | |
| PGIM GLB TOT RTN R6 N/R | — | — | — | $69K | 0.2% | |
| BlackRock BLKRK MD CP GR EQ K N/R | — | — | — | $67K | 0.2% | |
| T. Rowe Price TRP RETIREMENT 2015 N/R | — | — | — | $52K | 0.1% | |
| T. Rowe Price TRP RETIREMENT 2005 N/R | — | — | — | $17K | <0.1% |
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