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Original filing (PDF)20250827134515NAL0005008467001
ELECTROSONIC INC
Form 5500
FILING_RECEIVED
ELECTROSONIC INC. 401(K) RETIREMENT PLAN
401(k) retirement plan
Active participants
167
Accounts w/ balance
220
Plan assets (EOY)
$16.2M
Net assets (EOY)
$16.2M
How this plan invests
This plan
1 pooled trust
Schedule D
30 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 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
100
Participation health
100
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ELECTROSONIC INC.
Plan sponsor
Name
ELECTROSONIC INC
EIN
41-0989729
Address
9400 SOUTHRIDGE PARK COURT · SUITE 800 · ORLANDO, FL · 32819
Phone
(407) 839-1154
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
2025-08-27
Pension benefit codes
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
2E · Profit-sharing
2F · ERISA section 404(c)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
FRAZIER & DEETER
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 | -$3K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| USI ADVISORS INC | 06-1397347 | — | ADVISOR | $38K | — |
Investments
29 direct securities · 1 pooled fund· $16.2M(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
$15.2M
29 holdings
Common Collective Trust
$965K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity 500 Index Mutual Funds - | — | — | — | $2.1M | 13.1% | |
| party * Fidelity Freedom 2030 Mutual Funds - | — | — | — | $2.0M | 12.4% | |
| Fidelity Freedom 2050 Mutual Funds - | — | — | — | $1.3M | 8.2% | |
| Fidelity Freedom 2035 Mutual Funds - | — | — | — | $1.2M | 7.3% | |
| MORLEY STABLE VALUE PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 93-6274329 / PN 001 | Common Collective Trust | — | — | $965K | 6.0% | |
| Fidelity Freedom 2025 Mutual Funds - | — | — | — | $924K | 5.7% | |
| Fidelity Freedom 2020 Mutual Funds - | — | — | — | $852K | 5.3% | |
| JP Morgan Large Cap Growth Mutual Funds - | — | — | — | $782K | 4.8% | |
| Fidelity Freedom 2045 Mutual Funds - | — | — | — | $740K | 4.6% | |
| Fidelity Freedom 2055 Mutual Funds - | — | — | — | $625K | 3.9% | |
| Fidelity Global ex US Index Mutual Funds - | — | — | — | $624K | 3.8% | |
| Fidelity Freedom 2065 Mutual Funds - | — | — | — | $529K | 3.3% | |
| Dodge & Cox Income I Mutual Funds - | — | — | — | $462K | 2.8% | |
| MFS Value Mutual Funds - | — | — | — | $447K | 2.8% | |
| Fidelity Small Cap Index Mutual Funds - | — | — | — | $422K | 2.6% | |
| MFS International Diversification Mutual Funds - | — | — | — | $388K | 2.4% | |
| Fidelity Freedom 2060 Mutual Funds - | — | — | — | $284K | 1.8% | |
| Fidelity Freedom 2040 Mutual Funds - | — | — | — | $271K | 1.7% | |
| MGL Mid Cap Growth Mutual Funds - | — | — | — | $250K | 1.5% | |
| Fidelity Mid Cap Index Mutual Funds - | — | — | — | $212K | 1.3% | |
| Baron Small Cap Institutional Mutual Funds - | — | — | — | $207K | 1.3% | |
| MFS Mid Cap Value Mutual Funds - | — | — | — | $190K | 1.2% | |
| Participant Loans Various Maturity dates with interest - | — | — | — | $122K | 0.8% | |
| Franklin Small Cap Value Mutual Funds - | — | — | — | $66K | 0.4% | |
| Fidelity Freedom Inc Mutual Funds - | — | — | — | $50K | 0.3% | |
| Franklin US Govt. Securities Mutual Funds - | — | — | — | $43K | 0.3% | |
| Fidelity Freedom 2010 Mutual Funds - | — | — | — | $35K | 0.2% | |
| Fidelity Govt. Market Mutual Funds - | — | — | — | $7K | <0.1% | |
| Fidelity Freedom 2015 Mutual Funds - | — | — | — | $3K | <0.1% | |
| Batch Number Transaction Total 1-EMPLOYEE 2-ROTH 3-EMPLOYER Cash Amount DEFERRAL MATCH Total 0 | — | — | $3K | $3K | <0.1% |
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