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Original filing (PDF)20250924152725NAL0017424450001
E.I. MICROCIRCUITS, INC.
Form 5500
FILING_RECEIVED
E.I. MICROCIRCUITS 401(K) PROFIT SHARING PLAN
401(k) retirement plan
Active participants
297
Accounts w/ balance
359
Plan assets (EOY)
$31.5M
Net assets (EOY)
$31.5M
How this plan invests
This plan
24 pooled trusts
Schedule D
35 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 E.I. MICROCIRCUITS, INC..
Plan sponsor
Name
E.I. MICROCIRCUITS, INC.
EIN
41-1496497
Address
69 POWER DRIVE · MANKATO, MN · 56001
Phone
(507) 345-0385
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
2025-09-24
Pension benefit codes
2E · Profit-sharing
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)
3B · Covers self-employed individuals
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
EIDE BAILLY LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $61K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LEAFHOUSE FINANCIAL ADVISORS, LLC | — | AUSTIN, TX | INVESTMENT ADVISOR | $14K | — |
Investments
13 direct securities · 24 pooled funds· $33.6M(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.
Common Collective Trust
$19.3M
24 holdings
Uncategorized
$14.3M
13 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Putnam Growth Opportunities R6 Mutual fund N/A | — | — | — | $4.9M | 15.6% | |
| Fidelity 500 Index Mutual fund N/A | — | — | — | $3.6M | 11.6% | |
| Wilmington Trst Franklin SMC val cit Common collective trust N/A | — | — | — | $2.1M | 6.7% | |
| FRANKLIN SMALL CAP VALUE GG TRUST GREAT GRAY · EIN 38-4126289 / PN 594 | Common Collective Trust | — | — | $2.1M | 6.7% | |
| PUTNAM RETIREMENT ADVANTAGE 2030 PUTNAM INVESTMENTS · EIN 26-0788040 / PN 262 | Common Collective Trust | — | — | $2.0M | 6.2% | |
| MID CAP VALUE FEE CLASS R1 GREAT GRAY · EIN 38-4126247 / PN 549 | Common Collective Trust | — | — | $1.7M | 5.3% | |
| RETIREGUIDE MOD GROWTH & INC ALTA TRUST · EIN 84-4096260 / PN 001 | Common Collective Trust | — | — | $1.5M | 4.9% | |
| PUTNAM RETIREMENT ADVANTAGE 2025 PUTNAM INVESTMENTS · EIN 26-1384344 / PN 263 | Common Collective Trust | — | — | $1.5M | 4.6% | |
| Empower Guaranteed Account * Key Guaranteed Portfolio Fund Fixed annuity contract N/A | — | — | — | $1.4M | 4.4% | |
| LARGE CAP VALUE FUND CLASS R1 GREAT GRAY · EIN 38-4065329 / PN 426 | Common Collective Trust | — | — | $1.2M | 3.9% | |
| RETIREGUIDE MODERATE GROWTH ALTA TRUST · EIN 84-4096529 / PN 001 | Common Collective Trust | — | — | $1.2M | 3.8% | |
| RETIREGUIDE GROWTH ALTA TRUST · EIN 84-4095754 / PN 001 | Common Collective Trust | — | — | $953K | 3.0% | |
| PUTNAM RETIREMENT ADVANTAGE 2045 PUTNAM INVESTMENTS · EIN 26-1208510 / PN 259 | Common Collective Trust | — | — | $933K | 3.0% | |
| PUTNAM RETIREMENT ADVANTAGE 2035 PUTNAM INVESTMENTS · EIN 26-0787945 / PN 261 | Common Collective Trust | — | — | $846K | 2.7% | |
| Fidelity Mid Cap Index Mutual fund N/A | — | — | — | $828K | 2.6% | |
| PUTNAM RETIREMENT ADVANTAGE 2055 PUTNAM INVESTMENTS · EIN 27-3616920 / PN 272 | Common Collective Trust | — | — | $815K | 2.6% | |
| PUTNAM RETIREMENT ADVANTAGE 2040 PUTNAM INVESTMENTS · EIN 26-1384398 / PN 260 | Common Collective Trust | — | — | $769K | 2.4% | |
| PUTNAM RETIREMENT ADVANTAGE 2050 PUTNAM INVESTMENTS · EIN 26-0787670 / PN 258 | Common Collective Trust | — | — | $664K | 2.1% | |
| RETIREGUIDE GROWTH & INCOME ALTA TRUST · EIN 84-4095989 / PN 001 | Common Collective Trust | — | — | $588K | 1.9% | |
| PUTNAM RETIREMENT ADV MATUR FUND XA PUTNAM INVESTMENTS · EIN 26-0788428 / PN 268 | Common Collective Trust | — | — | $526K | 1.7% | |
| PUTNAM RETIREMENT ADVANTAGE 2060 PUTNAM INVESTMENTS · EIN 47-5459433 / PN 273 | Common Collective Trust | — | — | $480K | 1.5% | |
| PUTNAM SMALL CAP GROWTH CL R GREAT GRAY · EIN 86-1846156 / PN 677 | Common Collective Trust | — | — | $470K | 1.5% | |
| Fidelity Small Cap Index Mutual fund N/A | — | — | — | $469K | 1.5% | |
| Fidelity International Index Mutual fund N/A | — | — | — | $467K | 1.5% | |
| CORE PLUS BOND FEE CLASS R1 GREAT GRAY · EIN 38-4116854 / PN 515 | Common Collective Trust | — | — | $415K | 1.3% | |
| MID CAP GROWTH FUND FEE CLASS R1 GREAT GRAY · EIN 38-4126247 / PN 549 | Common Collective Trust | — | — | $266K | 0.8% | |
| PUTNAM RETIREMENT ADVANTAGE 2065 PUTNAM INVESTMENTS · EIN 85-3582370 / PN 277 | Common Collective Trust | — | — | $214K | 0.7% | |
| PGIM High-Yield R6 Mutual fund N/A | — | — | — | $211K | 0.7% | |
| INTERNATIONAL GROWTH FUND II R1 GREAT GRAY · EIN 38-4139842 / PN 001 | Common Collective Trust | — | — | $176K | 0.6% | |
| Cohen & Steers Real Estate Securities Z Mutual fund N/A | — | — | — | $118K | 0.4% | |
| Fidelity Inflation Protected Bond Index Mutual fund N/A | — | — | — | $55K | 0.2% | |
| PGIM Global Total Return r6 Mutual fund N/A | — | — | — | $41K | 0.1% | |
| Fidelity US Bond Index Mutual fund N/A | — | — | — | $33K | 0.1% | |
| Fidelity Emerging Markets Index Mutual fund N/A | — | — | — | $21K | <0.1% | |
| RETIREGUIDE CONS GROWTH ALTA TRUST · EIN 84-4074165 / PN 001 | Common Collective Trust | — | — | $21K | <0.1% | |
| RETIREGUIDE CONS GROWTH ALTA TRUST · EIN 84-4094462 / PN 001 | Common Collective Trust | — | — | $20K | <0.1% | |
| INTERNATIONAL GROWTH FUND CL R GREAT GRAY · EIN 26-3783561 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% |
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