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Original filing (PDF)20260106134158NAL0007115361001
ELECTRONICS RESEARCH, INC.
Form 5500
FILING_RECEIVED
ELECTRONICS RESEARCH, INC. PROFIT SHARING PLAN
401(k) retirement plan
Active participants
97
Accounts w/ balance
100
Plan assets (EOY)
$11.0M
Net assets (EOY)
$11.0M
How this plan invests
This plan
22 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
91
/ 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
65
Vendor stack
100
Participation health
100
Knocking points off
- 44 bps in Schedule C fees — 51% above peer band of 29 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ELECTRONICS RESEARCH, INC..
Plan sponsor
Name
ELECTRONICS RESEARCH, INC.
EIN
35-1083384
Address
7777 GARDNER RD · CHANDLER, IN · 476109219
Phone
(812) 925-6000
Industry
Manufacturingsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-04-01
Tax period
2025-03-31
Filed
2026-01-06
Pension benefit codes
2K · 401(m) arrangement
2S · Automatic enrollment
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
2T · Default investment account (QDIA)
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2E · Profit-sharing
2J · 401(k) feature
Audit & trust (Schedule H)
Auditor
RINEY, HANCOCK
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 | $20K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| OLD NATIONAL WEALTH MANAGEMENT | 35-1729164 | — | ADVISOR | $28K | — |
Investments
21 direct securities· $8.3M(75% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity Investments Fidelity Freedom Index 2025 Instl Prem Fund | — | — | — | $2.7M | 24.3% | |
| Fidelity Investments Fidelity Freedom Index 2020 Instl Prem Fund | — | — | — | $1.6M | 14.2% | |
| Fidelity Investments Fidelity Freedom Index 2045 Instl Prem Fund | — | — | — | $711K | 6.5% | |
| Fidelity Investments Fidelity Freedom Index 2035 Instl Prem Fund | — | — | — | $589K | 5.4% | |
| Fidelity Investments Fidelity 500 Index | — | — | — | $434K | 4.0% | |
| Fidelity Government Money Market Fund | — | — | — | $419K | 3.8% | |
| JP Morgan JP Morgan Large Cap Growth R6 Fund | — | — | — | $390K | 3.6% | |
| Fidelity Investments Fidelity Freedom Index 2040 Instl Prem Fund | — | — | — | $325K | 3.0% | |
| Fidelity Investments Fidelity Mid Cap Index Fund | — | — | — | $200K | 1.8% | |
| Dodge & Cox Dodge & Cox Stock Fund | — | — | — | $182K | 1.7% | |
| Fidelity Investments Fidelity Small Cap Index Fund | — | — | — | $167K | 1.5% | |
| Fidelity Investments Fidelity Freedom Index 2055 Instl Prem Fund | — | — | — | $142K | 1.3% | |
| Victory Capital Victory Sycamore Established Value Fund | — | — | — | $109K | 1.0% | |
| Participant Loans 5.25% - 10.50% interest rates, due at various dates | — | — | — | $105K | 1.0% | |
| Fidelity Investments Fidelity Freedom Index 2060 Instl Prem Fund | — | — | — | $93K | 0.8% | |
| Fidelity Investments Fidelity Freedom Index 2015 Instl Prem Fund | — | — | — | $84K | 0.8% | |
| Fidelity Investments Fidelity Freedom Index 2050 Instl Prem Fund | — | — | — | $59K | 0.5% | |
| Voya Financial Voya Mid Cap Opportunities Fund | — | — | — | $43K | 0.4% | |
| Fidelity Investments Fidelity Freedom Index 2065 Instl Prem Fund | — | — | — | $9K | <0.1% | |
| Janus Henderson Janus Henderson Enterprise T Fund | — | — | — | $3K | <0.1% | |
| Driehaus Capital Mgmt Driehaus Emerging Markets Growth Fund | — | — | — | $2K | <0.1% |
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