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Original filing (PDF)20250701091045NAL0017496608001
RICHARDSON ELECTRONICS, LTD.
Form 5500
FILING_RECEIVED
RICHARDSON ELECTRONICS, LTD. EMPLOYEES PROFIT SHARING PLAN AND TRUST AGREEMENT
401(k) retirement plan
Signals · 1
26% in single holding
Active participants
302
Accounts w/ balance
407
Plan assets (EOY)
$59.4M
Net assets (EOY)
$59.4M
How this plan invests
This plan
36 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
97
/ 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
87
Total plan cost
100
Vendor stack
100
Participation health
100
Knocking points off
- Top holding "Fidelity Blue Chip Growth Fund - Class K" is 26% of plan.
Helping the score
- Below-peer total fees (10 bps vs 16 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for RICHARDSON ELECTRONICS, LTD..
Plan sponsor
Name
RICHARDSON ELECTRONICS, LTD.
EIN
36-2096643
Address
P.O. BOX 393 · LAFOX, IL · 60147
Phone
(630) 208-2200
Industry
Wholesale Tradesee 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
2025-07-01
Pension benefit codes
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)
2E · Profit-sharing
3D · Pre-approved plan (master / prototype / VS)
2R · Participant-directed brokerage (SDBA)
Audit & trust (Schedule H)
Auditor
CHERRY BEKAERT
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 | $42K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $15K | — |
Investments
36 direct securities· $59.4M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity Blue Chip Growth Fund - Class K | — | — | — | $15.2M | 25.5% | |
| Vanguard Target Retirement 2035 Fund | — | — | — | $4.4M | 7.4% | |
| Vanguard Target Retirement 2030 Fund | — | — | — | $4.2M | 7.1% | |
| Fidelity 500 Index Fund | — | — | — | $4.2M | 7.1% | |
| Vanguard Target Retirement 2025 Fund | — | — | — | $4.0M | 6.8% | |
| Alliance Bernstein Large Cap Growth Z Fund | — | — | — | $3.3M | 5.6% | |
| Fidelity Government Money Market K6 Fund | — | — | — | $2.8M | 4.8% | |
| Vanguard Target Retirement 2040 Fund | — | — | — | $2.5M | 4.2% | |
| Columbia Dividend Income I3 Fund | — | — | — | $1.7M | 2.8% | |
| Vanguard Target Retirement 2045 Fund | — | — | — | $1.6M | 2.7% | |
| Vanguard Total International Stock Fund | — | — | — | $1.4M | 2.4% | |
| Fidelity Mid Cap Stock Fund - Class K | — | — | — | $1.4M | 2.3% | |
| Vanguard Target Retirement 2020 Fund | — | — | — | $1.3M | 2.1% | |
| American Funds Bond Fund of America R6 | — | — | — | $1.3M | 2.1% | |
| Vanguard GNMA Admiral Fund | — | — | — | $1.1M | 1.8% | |
| Victory Sycamore Established Value R6 Fund | — | — | — | $1.0M | 1.7% | |
| Vanguard Target Retirement 2050 Fund | — | — | — | $877K | 1.5% | |
| Fidelity US Bond Index Fund | — | — | — | $707K | 1.2% | |
| Fidelity Extended Market Index Fund | — | — | — | $671K | 1.1% | |
| Vanguard Target Retirement 2060 Fund | — | — | — | $615K | 1.0% | |
| American Funds New World R6 Fund | — | — | — | $608K | 1.0% | |
| PIMCO Income Institutional Fund | — | — | — | $584K | 1.0% | |
| Vanguard Target Retirement 2055 Fund | — | — | — | $579K | 1.0% | |
| Franklin Dynatech R6 Fund | — | — | — | $472K | 0.8% | |
| Notes receivable from participants | — | — | — | $456K | 0.8% | |
| Fidelity BrokerageLink | — | — | — | $435K | 0.7% | |
| Vanguard Target Retirement Income Fund | — | — | — | $420K | 0.7% | |
| PAX Global Environmental Market Institutional Fund | — | — | — | $343K | 0.6% | |
| Invesco Discovery R6 Fund | — | — | — | $307K | 0.5% | |
| Columbia Small Cap Value I Inst3 Fund | — | — | — | $236K | 0.4% | |
| Vanguard Small Cap Index Admiral Fund | — | — | — | $225K | 0.4% | |
| MFS International Growth Fund | — | — | — | $166K | 0.3% | |
| Vanguard Target Retirement 2065 Fund | — | — | — | $132K | 0.2% | |
| MFS Mid Cap Growth R6 Fund | — | — | — | $68K | 0.1% | |
| BlackRock Inflation Protected Bond K Fund | — | — | — | $65K | 0.1% | |
| Vanguard Target Retirement 2070 Fund | — | — | — | $9K | <0.1% |
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