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Original filing (PDF)20250828050626NAL0010192449001
SEDRON TECHNOLOGIES
Form 5500
FILING_RECEIVED
SEDRON TECHNOLOGIES 401(K) PLAN
401(k) retirement plan
Active participants
235
Accounts w/ balance
257
Plan assets (EOY)
$7.7M
Net assets (EOY)
$7.7M
How this plan invests
This plan
22 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 (13 bps vs 52 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SEDRON TECHNOLOGIES.
Plan sponsor
Name
SEDRON TECHNOLOGIES
EIN
47-5129261
Address
24917 BENHAM RD. · MOUNT VERNON, WA · 98273
Phone
(360) 770-9066
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
2025-08-28
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
SCOTT MILLER CPA AND ASSOCIATES, PC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $4K | — |
| ADP BROKER-DEALER | 22-3319984 | — | RECORD KEEPER | $0 | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CAMBRIDGE INVESTMENT GROUP | 39-1897480 | — | INVESTMENT/FINANCIAL ADVI | $6K | — |
Investments
22 direct securities· $7.5M(98% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| VAN TARG RETIRE 2060 | Registered Investment Companies | — | — | $1.4M | 18.3% | |
| VAN TARGET RETIRE 2050 | Registered Investment Companies | — | — | $981K | 12.8% | |
| JPMORGAN LARGE CAP GROWTH R6 | Registered Investment Companies | — | — | $682K | 8.9% | |
| VAN TARGET RETIRE 2055 | Registered Investment Companies | — | — | $647K | 8.4% | |
| VAN TARGET RETIRE 2025 | Registered Investment Companies | — | — | $498K | 6.5% | |
| VAN TARGET RETIRE 2045 | Registered Investment Companies | — | — | $374K | 4.9% | |
| VAN TARGET RETIRE INC | Registered Investment Companies | — | — | $340K | 4.4% | |
| FID 500 IND | Registered Investment Companies | — | — | $313K | 4.1% | |
| FID INTERNATIONAL INDEX | Registered Investment Companies | — | — | $310K | 4.0% | |
| VAN TARGET RETIRE 2035 | Registered Investment Companies | — | — | $302K | 3.9% | |
| BLACKROCK TOTAL RETURN K | Registered Investment Companies | — | — | $219K | 2.8% | |
| FID MID CAP INDEX | Registered Investment Companies | — | — | $217K | 2.8% | |
| VANGUARD BAL IDX - ADM | Registered Investment Companies | — | — | $200K | 2.6% | |
| AMER FUNDS NEW PERSP R6 | Registered Investment Companies | — | — | $194K | 2.5% | |
| VAN TARGET RETIRE 2040 | Registered Investment Companies | — | — | $189K | 2.5% | |
| VANGUARD SMALL CAP INDEX ADMRL | Registered Investment Companies | — | — | $170K | 2.2% | |
| NUVEEN REAL ESTATE SEC R6 | Registered Investment Companies | — | — | $152K | 2.0% | |
| PIMCO INCOME FUND - INSTL | Registered Investment Companies | — | — | $123K | 1.6% | |
| PUTNAM LARGE CAP VALUE R6 | Registered Investment Companies | — | — | $94K | 1.2% | |
| PGIM JENNISON NAT RESOURCES R6 | Registered Investment Companies | — | — | $65K | 0.8% | |
| FID US SUST INDEX | Registered Investment Companies | — | — | $31K | 0.4% | |
| VANGUARD TREASURY MONEY MARKET | Registered Investment Companies | — | — | $19K | 0.2% |
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