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Original filing (PDF)20251010121102NAL0004219987001
LAIDIG SYSTEMS, INC.
Form 5500
FILING_RECEIVED
LAIDIG SYSTEMS, INC. EMPLOYEES' RETIREMENT PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
112
Accounts w/ balance
133
Plan assets (EOY)
$28.1M
Net assets (EOY)
$28.1M
How this plan invests
This plan
1 pooled trust
Schedule D
62 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 (10 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for LAIDIG SYSTEMS, INC..
Plan sponsor
Name
LAIDIG SYSTEMS, INC.
EIN
35-1646796
Address
14535 DRAGOON TRAIL · MISHAWAKA, IN · 46544
Phone
(574) 256-0204
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
3D · Pre-approved plan (master / prototype / VS)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2F · ERISA section 404(c)
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
RSM US LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsOther
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ASCENSUS LLC | 11-3665754 | — | NONE | $16K | — |
| INDIANA TRUST | — | MISHAWAKA, IN | NONE | $11K | — |
Investments
61 direct securities · 1 pooled fund· $28.0M(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
$25.7M
61 holdings
Common Collective Trust
$2.3M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity International Index Fidelity 0 216 Vanguard Large Cap Index Adm Vanguard 0 | — | — | — | $4.7M | 16.9% | |
| Vanguard U.S. Growth Adm Vanguard 0 | — | — | — | $3.2M | 11.5% | |
| Vanguard Windsor II Adm Vanguard 0 | — | — | — | $2.7M | 9.6% | |
| FEDERATED HERMES CAPITAL PRES R6 FEDERATED HERMES · EIN 22-2712853 / PN 001 | Common Collective Trust | — | — | $2.3M | 8.2% | |
| Vanguard Developed Mkts Index Adm Vanguard 0 | — | — | — | $1.5M | 5.5% | |
| Vanguard Target Retirement 2025 Fund Vanguard 0 | — | — | — | $1.1M | 4.0% | |
| American Beacon International Equity R5 American Beacon 0 | — | — | — | $1.1M | 3.9% | |
| Vanguard Explorer Adm Vanguard 0 | — | — | — | $1.0M | 3.6% | |
| American Beacon Small Cap Value R5 American Beacon 0 | — | — | — | $910K | 3.2% | |
| Vanguard Small-Cap Index Adm Vanguard 0 | — | — | — | $808K | 2.9% | |
| Russell Investment Grade Bond R6 Russell 0 | — | — | — | $780K | 2.8% | |
| SS Vanguard Large Cap Index Adm Vanguard 0 | — | — | — | $738K | 2.6% | |
| Russell Global Real Estate Secs R6 Russell 0 | — | — | — | $676K | 2.4% | |
| Russell Emerging Markets R6 Russell 0 | — | — | — | $650K | 2.3% | |
| Dodge & Cox Income X Dodge & Cox 0 | — | — | — | $446K | 1.6% | |
| SS Vanguard Developed Mkts Index Adm Vanguard 0 | — | — | — | $380K | 1.4% | |
| Voya Multi International SmallCap I Voya 0 | — | — | — | $328K | 1.2% | |
| SS Russell Investment Grade Bond R6 Russell 0 | — | — | — | $323K | 1.1% | |
| Principal Global Multi-Strategy R6 Principal 0 | — | — | — | $279K | 1.0% | |
| SS Vanguard Windsor II Adm Vanguard 0 | — | — | — | $259K | 0.9% | |
| Vanguard Interm-Term Invst Grade Adm Vanguard 0 | — | — | — | $240K | 0.9% | |
| Vanguard Total Bond Market Index Adm Vanguard 0 | — | — | — | $233K | 0.8% | |
| SS Vanguard U.S. Growth Adm Vanguard 0 | — | — | — | $228K | 0.8% | |
| SS American Beacon International Equity American Beacon 0 | — | — | — | $208K | 0.7% | |
| Vanguard Emerging Mkts Stock Idx Adm Vanguard 0 | — | — | — | $204K | 0.7% | |
| BlackRock High Yield Portfolio Instl BlackRock 0 | — | — | — | $178K | 0.6% | |
| PIMCO Intl Bond (USDHedged) I PIMCO 0 | — | — | — | $175K | 0.6% | |
| Vanguard Target Retirement 2040 Fund Vanguard 0 | — | — | — | $166K | 0.6% | |
| PIMCO All Asset Instl PIMCO 0 | — | — | — | $161K | 0.6% | |
| SS Dodge & Cox Income X Dodge & Cox 0 | — | — | — | $135K | 0.5% | |
| SS Vanguard Small-Cap Index Adm Vanguard 0 | — | — | — | $132K | 0.5% | |
| Various Rates and Maturities Participant's Loan Account 0 | — | — | — | $128K | 0.5% | |
| Vanguard Inflation-Protected Sec Adm Vanguard 0 | — | — | — | $121K | 0.4% | |
| SS American Beacon Small Cap Value R5 American Beacon 0 | — | — | — | $105K | 0.4% | |
| SS Vanguard Ultra-Short-Term Bond Adm Vanguard 0 | — | — | — | $105K | 0.4% | |
| SS Vanguard Explorer Adm Vanguard 0 | — | — | — | $98K | 0.4% | |
| SS Russell Emerging Markets R6 Russell 0 | — | — | — | $95K | 0.3% | |
| SS Voya Multi International SmallCap I Voya 0 | — | — | — | $94K | 0.3% | |
| SS Russell Global Real Estate Secs R6 Russell 0 | — | — | — | $93K | 0.3% | |
| Vanguard Target Retirement 2030 Fund Vanguard 0 | — | — | — | $77K | 0.3% | |
| SS Vanguard Interm-Term Invst Grade Adm Vanguard 0 | — | — | — | $77K | 0.3% | |
| Vanguard Ultra-Short-Term Bond Adm Vanguard 0 | — | — | — | $77K | 0.3% | |
| SS Vanguard Emerging Mkts Stock Idx Adm Vanguard 0 | — | — | — | $72K | 0.3% | |
| SS PIMCO All Asset Instl PIMCO 0 | — | — | — | $68K | 0.2% | |
| Dodge & Cox International Stock X Dodge & Cox 0 115 Dodge & Cox Stock X Dodge & Cox 0 | — | — | — | $67K | 0.2% | |
| SS Principal Global Multi-Strategy R6 Principal 0 | — | — | — | $65K | 0.2% | |
| SS PIMCO Intl Bond (USDHedged) I PIMCO 0 | — | — | — | $47K | 0.2% | |
| Vanguard Real Estate Index Adm Vanguard 0 | — | — | — | $43K | 0.2% | |
| SS Vanguard Inflation-Protected Sec Adm Vanguard 0 | — | — | — | $38K | 0.1% | |
| Vanguard Target Retirement 2055 Fund Vanguard 0 | — | — | — | $31K | 0.1% | |
| SS BlackRock High Yield Portfolio Instl BlackRock 0 | — | — | — | $28K | <0.1% | |
| Principal Diversified Real Asset R6 Principal 0 | — | — | — | $21K | <0.1% | |
| Vanguard Target Retirement 2035 Fund Vanguard 0 | — | — | — | $18K | <0.1% | |
| Vanguard Target Retirement 2050 Fund Vanguard 0 | — | — | — | $16K | <0.1% | |
| Vanguard Target Retirement 2060 Fund Vanguard 0 | — | — | — | $14K | <0.1% | |
| Vanguard Target Retirement 2045 Fund Vanguard 0 | — | — | — | $11K | <0.1% | |
| Vanguard Short-Term Federal Adm Vanguard 0 | — | — | — | $6K | <0.1% | |
| Neuberger Berman Genesis Instl Neuberger Berman 0 | — | — | — | $5K | <0.1% | |
| Vanguard Target Retirement 2065 Fund Vanguard 0 | — | — | — | $5K | <0.1% | |
| SS Principal Diversified Real Asset R6 Principal 0 | — | — | — | $3K | <0.1% | |
| Vanguard Target Retirement 2070 Fund Vanguard 0 | — | — | — | $1K | <0.1% | |
| Vanguard LifeStrategy Growth Inv Vanguard 0 | — | — | — | $1K | <0.1% |
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