Back to filter
Original filing (PDF)20250407154829NAL0025707920001
DATA ELECTRIC CORP
Form 5500-SF
FILING_RECEIVED
DATA ELECTRIC CORP 401(K) PROFIT SHARING PLAN & TRUST
401(k) retirement plan
Active participants
26
Accounts w/ balance
10
Plan assets (EOY)
$1.0M
Net assets (EOY)
$1.0M
Plan health score (directional)
84
/ 100
Grade B
Above-average plan
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
65
Knocking points off
- Only 38% as many balances as active participants — suggests many active employees aren't deferring.
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for DATA ELECTRIC CORP.
Plan sponsor
Name
DATA ELECTRIC CORP
EIN
33-0239085
Address
501 S ARCHER ST · ANAHEIM, CA · 928042421
Phone
(714) 282-1717
Industry
Other Services (ex. Public Admin)see all
Plan administrator
Name
ERISA FIDUCIARY SERVICES, INC.
EIN
47-1637791
City
HAUPPAUGE, NY
Phone
(631) 249-0500
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-04-07
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
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
Service providers (Schedule C)
Small plans don't disclose service providersRelated plans
Similar-size Other Services (ex. Public Admin) plans
MED-ELITE CONSULTING INC
MED-ELITE CONSULTING INC 401(K) PROFIT SHARING PLAN & TRUST
$1.0M · 2 participants
JRF COASTAL ENTERPRISES LLC
JRF COASTAL ENTERPRISES 401(K) PROFIT SHARING PLAN
$1.0M · 29 participants
ERWIN & MARCUS PC
ERWIN & MARCUS PC 401(K) PROFIT SHARING PLAN & TRUST
$1.0M · 7 participants
KENNETH F SCHOENAUER PC
KENNETH F SCHOENAUER PC PENSION PLAN
$1.0M · 2 participants
PENNREACH INC
PENNREACH INC 401(K) PROFIT SHARING PLAN & TRUST
$1.0M · 210 participants
MICHAEL STOHL DMD
MICHAEL STOHL DMD 401(K) PROFIT SHARING PLAN & TRUST
$1.0M · 44 participants
Large plans in California
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND
$215.1B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND E
$190.9B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND F
$188.1B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
RUSSELL 1000 INDEX FUND
$187.7B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
CASH EQUIVALENT FUND II
$125.0B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
BLACKROCK MSCI ACWI EX-US IMI INDEX FUND E
$88.3B