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Original filing (PDF)20250627052303NAL0005192883001
ELECTRONIC SYSTEMS INC.
Form 5500
FILING_RECEIVED
ELECTRONIC SYSTEMS INC. 401(K) PROFIT SHARING PLAN
401(k) retirement plan
Signals · 2
26% in single holding~101 bps in Sched C fees
Active participants
167
Accounts w/ balance
227
Plan assets (EOY)
$7.0M
Net assets (EOY)
$7.0M
How this plan invests
This plan
1 pooled trust
Schedule D
23 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
89
/ 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
65
Vendor stack
100
Participation health
100
Knocking points off
- Top holding "VAN TARGET RETIRE 2030" is 26% of plan.
- 101 bps in Schedule C fees — 95% above peer band of 52 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ELECTRONIC SYSTEMS INC..
Plan sponsor
Name
ELECTRONIC SYSTEMS INC.
EIN
46-0357074
Address
600 EAST 50TH STREET NORTH · SIOUX FALLS, SD · 57104
Phone
(605) 575-9102
Industry
Manufacturingsee all
Plan administrator
Name
PENTEGRA SERVICES, INC
EIN
13-3745616
City
CHARLOTTE, NC
Phone
(844) 367-2848
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-06-27
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)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
EIDE BAILLY LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsRecordkeeper
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $33K | — |
| ADP BROKER-DEALER | 22-3319984 | — | RECORD KEEPER | $0 | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EIDE BAILLY LLP | 45-0250958 | — | ACCOUNTANT | $12K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MMA SECURITIES, LLC | 22-3570392 | — | INVESTMENT/FINANCIAL ADVI | $26K | — |
Investments
22 direct securities · 1 pooled fund· $7.0M(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.
Registered Investment Companies
$6.9M
22 holdings
Common Collective Trust
$32K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| VAN TARGET RETIRE 2030 | Registered Investment Companies | — | — | $1.8M | 26.3% | |
| VAN TARGET RETIRE 2040 | Registered Investment Companies | — | — | $1.0M | 14.4% | |
| VANGUARD DEV MKT INDEX ADMIRAL 987 REGISTERED INVESTMENT COMPANY VANGUARD GROWTH INDEX FUND ADM | Registered Investment Companies | — | — | $492K | 7.0% | |
| VAN TARGET RETIRE 2035 | Registered Investment Companies | — | — | $449K | 6.4% | |
| VAN TARGET RETIRE 2020 | Registered Investment Companies | — | — | $391K | 5.6% | |
| VAN TARGET RETIRE 2050 | Registered Investment Companies | — | — | $330K | 4.7% | |
| VAN TARGET RETIRE 2045 | Registered Investment Companies | — | — | $326K | 4.7% | |
| VAN TARGET RETIRE 2025 | Registered Investment Companies | — | — | $298K | 4.3% | |
| FID 500 IND | Registered Investment Companies | — | — | $253K | 3.6% | |
| AMERFUNDS AMER BALANCED - R6 | Registered Investment Companies | — | — | $243K | 3.5% | |
| VANG EQUITY INC ADM | Registered Investment Companies | — | — | $219K | 3.1% | |
| VAN TARGET RETIRE INC | Registered Investment Companies | — | — | $214K | 3.1% | |
| FID EXT MRKT INDEX | Registered Investment Companies | — | — | $180K | 2.6% | |
| VAN TARG RETIRE 2060 | Registered Investment Companies | — | — | $126K | 1.8% | |
| VAN TARGET RETIRE 2055 | Registered Investment Companies | — | — | $120K | 1.7% | |
| JANUS HENDERSON TRITON FUND I | Registered Investment Companies | — | — | $100K | 1.4% | |
| DFA EMERGING MARKETS PORT INST | Registered Investment Companies | — | — | $98K | 1.4% | |
| VAN TARG RETIRE 2065 | Registered Investment Companies | — | — | $93K | 1.3% | |
| PRINCIPAL MIDCAP INSTITUTIONAL | Registered Investment Companies | — | — | $65K | 0.9% | |
| DFA US TARGETED VAL PORT INST | Registered Investment Companies | — | — | $60K | 0.9% | |
| AMERICAN FUNDS EUROPAC GRO- R6 | Registered Investment Companies | — | — | $49K | 0.7% | |
| FEDERATED CAP PRES FUND R6 FEDERATED INVESTORS TRUST CO · EIN 22-2712853 / PN 001 | Common Collective Trust | — | — | $32K | 0.5% | |
| TCW METWEST TOTAL RET BOND I | Registered Investment Companies | — | — | $5K | <0.1% |
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