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Original filing (PDF)20250915184025NAL0000885955001
VTECH USA HOLDINGS, LLC
Form 5500
FILING_RECEIVED
VTECH USA 401(K) PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
200
Accounts w/ balance
336
Plan assets (EOY)
$70.7M
Net assets (EOY)
$70.7M
How this plan invests
This plan
7 pooled trusts
Schedule D
31 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 (9 bps vs 16 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for VTECH USA HOLDINGS, LLC.
Plan sponsor
Name
VTECH USA HOLDINGS, LLC
EIN
36-3427868
Address
9020 SW WASHINGTON SQUARE ROAD · SUITE 555 · TIGARD, OR · 97223
Phone
(503) 596-1219
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
2025-09-15
Pension benefit codes
2T · Default investment account (QDIA)
2F · ERISA section 404(c)
2J · 401(k) feature
2K · 401(m) arrangement
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
GEFFEN MESHER & COMPANY, P.C.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsTPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $61K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ACTUARIAL BENEFITS CORPORATION | 20-1054428 | — | OTHER SERVICES | $0 | — |
Investments
25 direct securities · 7 pooled funds· $71.0M(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
$55.2M
24 holdings
Pooled Separate Account
$12.3M
6 holdings
Common Collective Trust
$3.1M
1 holding
Real Estate
$337K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| HARTFORD DVDND AND GRWTH R6 FD | — | — | — | $9.3M | 13.2% | |
| MFS GROWTH R6 FD | — | — | — | $8.7M | 12.3% | |
| T. ROWE PRICE RTMT 2035 FUND | — | — | — | $7.6M | 10.7% | |
| PRIN LGCAP S&P 500 INDEX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 016 | Pooled Separate Account | — | — | $5.9M | 8.3% | |
| T. ROWE PRICE RTMT 2040 FUND | — | — | — | $5.3M | 7.5% | |
| PGIM TOTAL RET BOND R6 FD | — | — | — | $4.6M | 6.5% | |
| PRINCIPAL STABLE VALUE Z FUND PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 93-6274328 / PN 001 | Common Collective Trust | — | — | $3.1M | 4.4% | |
| T. ROWE PRICE RTMT 2045 FUND | — | — | — | $2.8M | 4.0% | |
| PRIN SMCAP S&P 600 INDEX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 028 | Pooled Separate Account | — | — | $2.7M | 3.8% | |
| PRIN MIDCAP S&P 400 INDEX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 023 | Pooled Separate Account | — | — | $2.7M | 3.8% | |
| JANUS HEND MULT-SEC INC N FD | — | — | — | $2.5M | 3.5% | |
| T. ROWE PRICE RTMT 2050 FUND | — | — | — | $1.7M | 2.5% | |
| AM FDS EUROPACIFIC GRTH R6 FD | — | — | — | $1.6M | 2.3% | |
| T. ROWE PRICE RTMT 2030 FUND | — | — | — | $1.6M | 2.2% | |
| MFS MID-CAP GROWTH R6 FUND | — | — | — | $1.5M | 2.1% | |
| T. ROWE PRICE RTMT 2025 FUND | — | — | — | $1.5M | 2.1% | |
| AMER FUNDS AMER BAL R6 FD | — | — | — | $981K | 1.4% | |
| AMER CENTURY SML CAP VAL R6 FD | — | — | — | $935K | 1.3% | |
| ALLSPRING SPEC M CAP VALUE R6 | — | — | — | $833K | 1.2% | |
| T. ROWE PRICE RTMT 2055 FUND | — | — | — | $734K | 1.0% | |
| NEUB BERM SUST EQ R6 FD | — | — | — | $686K | 1.0% | |
| Notes receivable from participants | — | — | — | $616K | 0.9% | |
| T. ROWE PRICE RTMT 2020 FUND | — | — | — | $608K | 0.9% | |
| PRIN SMCAP GROWTH I SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 070 | Pooled Separate Account | — | — | $584K | 0.8% | |
| VGD TTL INTL STK IDX ADM FD | — | — | — | $344K | 0.5% | |
| SECS SEP ACCT | Real Estate | — | — | $337K | 0.5% | |
| PRIN REAL ESTATE SECS SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 095 | Pooled Separate Account | — | — | $337K | 0.5% | |
| T. ROWE PRICE RTMT BAL FUND | — | — | — | $286K | 0.4% | |
| T. ROWE PRICE RTMT 2060 FUND | — | — | — | $252K | 0.4% | |
| T. ROWE PRICE RTMT 2015 FUND | — | — | — | $204K | 0.3% | |
| PRIN U.S. PROPERTY SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 027 | Pooled Separate Account | — | — | $115K | 0.2% | |
| T. ROWE PRICE RTMT 2065 FUND | — | — | — | $52K | <0.1% |
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