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Original filing (PDF)20251010143838NAL0012818256001
MICROTEK LABORATORIES, INC.
Form 5500
FILING_RECEIVED
MICROTEK LABORATORIES, INC. 401(K) PROFIT SHARING PLAN
401(k) retirement plan
Active participants
30
Accounts w/ balance
70
Plan assets (EOY)
$6.0M
Net assets (EOY)
$6.0M
How this plan invests
This plan
1 pooled trust
Schedule D
21 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
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for MICROTEK LABORATORIES, INC..
Plan sponsor
Name
MICROTEK LABORATORIES, INC.
EIN
31-1134590
Address
2400 EAST RIVER ROAD · DAYTON, OH · 45439
Phone
(937) 429-2114
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
2025-10-10
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2J · 401(k) feature
2K · 401(m) arrangement
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
HAMMERMAN GRAFM HUGHES & COMPANY
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TWG BENEFITS, INC. | 36-4028918 | NORTHBROOK, IL | RECORD KEEPER | $10K | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| DYNAMIC PENSION SERVICES, INC. | 31-1585572 | KETTERING, OH | TPA | $14K | — |
Investments
21 direct securities · 1 pooled fund· $6.3M(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
$5.9M
21 holdings
Common Collective Trust
$434K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| T.Rowe Price Retirement 2025 | — | — | — | $1.5M | 24.4% | |
| PIMCO Income Instl | — | — | — | $746K | 12.4% | |
| JPMorgan Large Cap Growth R6 | — | — | — | $709K | 11.8% | |
| JPMorgan Equity Income Fund | — | — | — | $497K | 8.3% | |
| Vanguard 500 Index Fund - Admiral | — | — | — | $473K | 7.9% | |
| Reliance Trust Company Stable Value Fund | — | — | — | $434K | 7.2% | |
| METLIFE SERIES 25053 SA CIT RELIANCE TRUST · EIN 46-6625485 / PN 001 | Common Collective Trust | — | — | $434K | 7.2% | |
| T.Rowe Price Retirement 2050 | — | — | — | $232K | 3.9% | |
| Dodge & Cox International Stock Fund | — | — | — | $192K | 3.2% | |
| T.Rowe Price Retirement 2035 | — | — | — | $161K | 2.7% | |
| FullerThaler Behavioral Small-Cap Equity Fund | — | — | — | $159K | 2.6% | |
| Vanguard Mid-Cap Value Index Fund - Admiral | — | — | — | $157K | 2.6% | |
| Vanguard Mid-Cap Growth Index - Admiral | — | — | — | $151K | 2.5% | |
| MFS International Diversification Fund | — | — | — | $94K | 1.6% | |
| T.Rowe Price Retirement 2030 | — | — | — | $90K | 1.5% | |
| Baird Aggregate Bond Inst | — | — | — | $73K | 1.2% | |
| T.Rowe Price Retirement 2040 | — | — | — | $72K | 1.2% | |
| T.Rowe Price Retirement 2045 | — | — | — | $51K | 0.9% | |
| American Funds New World R6 | — | — | — | $44K | 0.7% | |
| participants through 2027 | — | — | — | $42K | 0.7% | |
| T Rowe Price PR Retirement 2060 | — | — | — | $24K | 0.4% | |
| T Rowe Price Retirement 2055 | — | — | — | $12K | 0.2% |