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Original filing (PDF)20250930051258NAL0028552898001
FIT ELECTRONICS, INC.
Form 5500
FILING_RECEIVED
FIT ELECTRONICS, INC. 401(K) PLAN
401(k) retirement plan
Active participants
121
Accounts w/ balance
204
Plan assets (EOY)
$45.1M
Net assets (EOY)
$45.1M
How this plan invests
This plan
1 pooled trust
Schedule D
34 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
Helping the score
- Below-peer total fees (11 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for FIT ELECTRONICS, INC..
Plan sponsor
Name
FIT ELECTRONICS, INC.
EIN
46-4369207
Address
420 EXCHANGE, SITE 150 · IRVINE, CA · 926021322
Phone
(949) 270-8530
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
2025-09-30
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2R · Participant-directed brokerage (SDBA)
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
SINGERLEWAK 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 | $15K | — |
| ADP BROKER-DEALER | 22-3319984 | — | RECORD KEEPER | $0 | — |
Other
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| INDEPENDENT FINANCIAL GROUP, LLC | 71-0927304 | — | INVESTMENT/FINANCIAL ADVI | $23K | — |
| CETERA INVESTMENT ADVISERS LLC | 36-3258176 | — | INVESTMENT/FINANCIAL ADVI | $12K | — |
Investments
33 direct securities · 1 pooled fund· $45.0M(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
$39.2M
32 holdings
Common Collective Trust
$5.6M
1 holding
Uncategorized
$325K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| AMERFUNDS AMER BALANCED - R6 | Registered Investment Companies | — | — | $6.6M | 14.6% | |
| METLIFE REL ST VAL 25053 - 0 RELIANCE TRUST COMPANY · EIN 46-6625485 / PN 001 | Common Collective Trust | — | — | $5.6M | 12.3% | |
| COL LARGE CAP ENHANCED CORE I3 | Registered Investment Companies | — | — | $4.3M | 9.5% | |
| FRANKLIN DYNATECH FUND R6 | Registered Investment Companies | — | — | $4.2M | 9.3% | |
| AMERFUNDS 2025 TARG DATERET R6 | Registered Investment Companies | — | — | $2.0M | 4.4% | |
| VANGUARD VALUE INDEX FUND ADMR | Registered Investment Companies | — | — | $1.8M | 3.9% | |
| VANGUARD MID CAP INDEX - ADM | Registered Investment Companies | — | — | $1.5M | 3.2% | |
| AMERFUNDS 2030 TARG DATERET R6 | Registered Investment Companies | — | — | $1.4M | 3.1% | |
| FEDERATED MDT MDCP GR R6 | Registered Investment Companies | — | — | $1.4M | 3.0% | |
| VANGUARD SM CAP VAL INDEX ADM | Registered Investment Companies | — | — | $1.4M | 3.0% | |
| AMERFUNDS 2040 TARG DATERET R6 | Registered Investment Companies | — | — | $1.3M | 3.0% | |
| VANGUARD MID CAP VALUE IND ADM | Registered Investment Companies | — | — | $1.3M | 2.8% | |
| AMERICAN FUNDS 2055 TARGET R6 | Registered Investment Companies | — | — | $1.2M | 2.7% | |
| AMERFUNDS 2045 TARG DATERET R6 | Registered Investment Companies | — | — | $1.1M | 2.5% | |
| VANGUARD INTL GRTH ADM | Registered Investment Companies | — | — | $1.1M | 2.4% | |
| BLACKROCK HIGH YIELD INST | Registered Investment Companies | — | — | $961K | 2.1% | |
| AMERFUNDS 2050 TARG DATERET R6 | Registered Investment Companies | — | — | $939K | 2.1% | |
| AMERFUNDS 2035 TARG DATERET R6 | Registered Investment Companies | — | — | $936K | 2.1% | |
| VANGUARD REAL ESTATE INDEX ADM | Registered Investment Companies | — | — | $799K | 1.8% | |
| PGIM TOTAL RETURN BOND R6 | Registered Investment Companies | — | — | $656K | 1.5% | |
| SCHWAB TREAS INFL PROT SEC IDX | Registered Investment Companies | — | — | $645K | 1.4% | |
| AMERFUNDS 2060 TARG DATERET R6 | Registered Investment Companies | — | — | $623K | 1.4% | |
| PIMCO INCOME FUND - INSTL | Registered Investment Companies | — | — | $553K | 1.2% | |
| COLUMBIA SMALL CAP INDEX INST3 | Registered Investment Companies | — | — | $496K | 1.1% | |
| AMERICAN FUNDS NEW WORLD R6 | Registered Investment Companies | — | — | $466K | 1.0% | |
| VANGUARD EXPLORER ADMIN | Registered Investment Companies | — | — | $404K | 0.9% | |
| BROKERAGE FUND OPTIONS SELF-DIRECTED BROKERAGE ACCT | — | — | — | $325K | 0.7% | |
| TRO SPECTRUM MOD GRTH ALLOC | Registered Investment Companies | — | — | $294K | 0.7% | |
| VAN TARGET RETIRE INC | Registered Investment Companies | — | — | $257K | 0.6% | |
| DWS GLOBAL SMALL CAP R6 | Registered Investment Companies | — | — | $231K | 0.5% | |
| AMERFUNDS 2020 TARG DATERET R6 | Registered Investment Companies | — | — | $140K | 0.3% | |
| PIMCO INTL BOND USD HDGD I | Registered Investment Companies | — | — | $117K | 0.3% | |
| VANGUARD EUROPEAN STK IDX ADM | Registered Investment Companies | — | — | $84K | 0.2% | |
| AMERFUNDS 2015 TARG DATERET R6 | Registered Investment Companies | — | — | $60K | 0.1% |