Back to filter
Original filing (PDF)20251014114037NAL0002784753001
ELEMENTAL LED INC
Form 5500
FILING_RECEIVED
ELEMENTAL LED INC 401(K) PROFIT SHARING PLAN & TRUST
401(k) retirement plan
Active participants
189
Accounts w/ balance
169
Plan assets (EOY)
$10.8M
Net assets (EOY)
$10.8M
How this plan invests
This plan
35 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
95
/ 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
80
Vendor stack
100
Participation health
100
Knocking points off
- 43 bps in Schedule C fees — modestly above peer band of 29 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ELEMENTAL LED INC.
Plan sponsor
Name
ELEMENTAL LED INC
EIN
46-2971218
Address
885 TRADEMARK DR STE 200 · RENO, NV · 895216010
Phone
(925) 330-6103
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
2025-10-14
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
MICHAEL SHIMIZU
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PAYCHEX, INC. | 16-1124166 | ROCHESTER, NY | RECORDKEEPER | $22K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PENSIONMARK FINANCIAL GROUP, LLC | 61-1758632 | SANTA BARBARA, CA | ADVISOR | $25K | — |
Investments
35 direct securities· $10.8M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity Large Cap Growth Index | — | — | — | $2.3M | 21.1% | |
| Fidelity Government Money Market | — | — | — | $1.9M | 17.2% | |
| Fidelity Advisor Balanced Fund | — | — | — | $1.5M | 13.8% | |
| Vanguard 500 Index Fund | — | — | — | $1.1M | 9.9% | |
| Dodge & Cox Stock Fund | — | — | — | $531K | 4.9% | |
| Vanguard Small-Cap Index Fund | — | — | — | $464K | 4.3% | |
| Fidelity Freedom 2035 Fund | — | — | — | $370K | 3.4% | |
| Fidelity Freedom 2050 Fund | — | — | — | $335K | 3.1% | |
| Vanguard Total Stock Market Index Fund | — | — | — | $332K | 3.1% | |
| Fidelity Mid Cap Index | — | — | — | $294K | 2.7% | |
| Fidelity Freedom 2045 Fund | — | — | — | $269K | 2.5% | |
| Vanguard FTSE Social Index Fund | — | — | — | $262K | 2.4% | |
| Fidelity Advisor Strategic Dividend & Income Fund | — | — | — | $236K | 2.2% | |
| Fidelity Freedom 2055 Fund | — | — | — | $167K | 1.5% | |
| Participant loans | — | — | — | $144K | 1.3% | |
| MFS International Equity Fund | — | — | — | $135K | 1.2% | |
| Vanguard Intermediate-Term Bond Index Fund | — | — | — | $95K | 0.9% | |
| Fidelity Freedom 2020 Fund | — | — | — | $92K | 0.9% | |
| Fidelity Advisor Total Bond | — | — | — | $71K | 0.7% | |
| Fidelity Freedom 2040 Fund | — | — | — | $39K | 0.4% | |
| Fidelity Freedom 2065 Fund | — | — | — | $37K | 0.3% | |
| Cohen & Steers Real Estate Securities Fund | — | — | — | $33K | 0.3% | |
| Fidelity Freedom 2030 Fund | — | — | — | $30K | 0.3% | |
| Fidelity Freedom 2060 Fund | — | — | — | $26K | 0.2% | |
| Fidelity Freedom 2025 Fund | — | — | — | $25K | 0.2% | |
| Fidelity Freedom Income Fund | — | — | — | $22K | 0.2% | |
| Fidelity Advisor Strategic Income | — | — | — | $20K | 0.2% | |
| Vanguard Developed Markets Index Fund | — | — | — | $19K | 0.2% | |
| JP Morgan International Equity Fund | — | — | — | $18K | 0.2% | |
| Vanguard Emerging Markets Stock Index Fund | — | — | — | $18K | 0.2% | |
| American Century High Income Fund | — | — | — | $14K | 0.1% | |
| Fidelity Freedom 2015 Fund | — | — | — | $6K | <0.1% | |
| Fidelity Freedom 2010 Fund | — | — | — | $5K | <0.1% | |
| American Century Small Cap Growth Fund | — | — | — | $2K | <0.1% | |
| Principal Midcap Fund | — | — | — | $858 | <0.1% |
Related plans
Other plans using PENSIONMARK FINANCIAL GROUP, LLC
NAMED FIDUCIARIES OF THE PENSION PLAN FOR INSURANCE ORGANIZATIONS
THE PENSION PLAN FOR INSURANCE ORGANIZATIONS
$1.1B · 1,803 participants
OAK RIDGE ASSOCIATED UNIVERSITIES
OAK RIDGE ASSOCIATED UNIVERSITIES 403(B) RETIREMENT PLAN
$359.2M · 1,069 participants
DAYTON FREIGHT LINES, INC.
DAYTON FREIGHT LINES, INC. EMPLOYEE 401(K) RETIREMENT PLAN
$303.8M · 5,921 participants
AMERICAN ASSOCIATION FOR THE ADVANCEMENT OF SCIENCE
AMERICAN ASSOCIATION FOR THE ADVANCEMENT OF SCIENCE DEFINED CONTRIBUTION PLAN
$256.7M · 468 participants
BOTTOMLINE TECHNOLOGIES, INC.
BOTTOMLINE TECHNOLOGIES 401(K) PLAN
$242.2M · 1,267 participants
FILTRATION GROUP CORPORATION
FILTRATION GROUP 401(K) RETIREMENT SAVINGS PLAN
$224.2M · 2,756 participants
Similar-size Wholesale Trade plans
DELAWARE ELECTRO INDUSTRIES, INC
DELAWARE ELECTRO INDUSTRIES, INC 401(K) PLAN
$10.9M · 51 participants
SPECTRUM LIGHTING SAN ANTONIO, LLC
SPECTRUM LIGHTING SAN ANTONIO, LLC PROFIT SHARING PLAN
$10.7M · 46 participants
CMS COMMUNICATIONS, INC.
CMS COMMUNICATIONS, INC. 401(K) PLAN
$10.9M · 44 participants
SAME SKY
SAME SKY 401(K) PLAN
$10.7M · 51 participants
AMERICAN ELECTRIC SUPPLY, INC.
AMERICAN ELECTRIC SUPPLY, INC. EMPLOYEE STOCK OWNERSHIP PLAN
$11.0M · 80 participants
POWER SALES GROUP, INC.
POWER SALES GROUP, INC. 401(K) PLAN
$11.1M · 21 participants
Large plans in Nevada
GREAT GRAY TRUST COMPANY, LLC
BLACKROCK EQUITY INDEX FUND
$7.0B
GREAT GRAY TRUST COMPANY, LLC
GQG PARTNERS INTERNATIONAL EQUITY CIT
$6.5B
GREAT GRAY TRUST COMPANY, LLC
AB US LARGE CAP GROWTH CIT (W SERIES)
$4.6B
GREAT GRAY TRUST COMPANY, LLC
LARGE CAP VALUE FUND
$3.9B
GREAT GRAY TRUST COMPANY, LLC
LARGE CAP GROWTH FUND III
$3.7B
GREAT GRAY TRUST COMPANY, LLC
AFL-CIO BUILDING INVESTMENT TRUST
$3.5B