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Original filing (PDF)20251015070016NAL0001956419001
POWERCON CORPORATION
Form 5500
FILING_RECEIVED
POWERCON CORPORATION 401(K) RETIREMENT PLAN
401(k) retirement plan
Signals · 1
36% in single holding
Active participants
341
Accounts w/ balance
374
Plan assets (EOY)
$44.9M
Net assets (EOY)
$44.9M
How this plan invests
This plan
1 pooled trust
Schedule D
30 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
96
/ 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
82
Total plan cost
100
Vendor stack
100
Participation health
100
Knocking points off
- Top holding "JPMORGAN LARGE CAP GROWTH R6" is 36% of plan.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for POWERCON CORPORATION.
Plan sponsor
Name
POWERCON CORPORATION
EIN
52-0709642
Address
1551 FLORIDA AVENUE · P.O. BOX 477 · SEVERN, MD · 21144
Phone
(410) 519-2210
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
2025-10-15
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)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
SC&H ATTEST SERVICES, P.C.
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 | $43K | — |
| ADP BROKER-DEALER | 22-3319984 | — | RECORD KEEPER | $0 | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MORGAN STANLEY SMITH BARNEY | 20-8764829 | — | INVESTMENT/FINANCIAL ADVI | $55K | — |
Investments
29 direct securities · 1 pooled fund· $44.5M(99% 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
$39.9M
29 holdings
Common Collective Trust
$4.6M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| JPMORGAN LARGE CAP GROWTH R6 | Registered Investment Companies | — | — | $15.9M | 35.4% | |
| METLIFE REL ST VAL 25053 - 0 RELIANCE TRUST COMPANY · EIN 46-6625485 / PN 001 | Common Collective Trust | — | — | $4.6M | 10.2% | |
| FID 500 IND | Registered Investment Companies | — | — | $4.3M | 9.6% | |
| AMC SMALL CAP GROWTH - R6 | Registered Investment Companies | — | — | $3.7M | 8.3% | |
| MFS INTL INTRINSIC VALUE R6 | Registered Investment Companies | — | — | $2.3M | 5.1% | |
| BLACKROCK HIGH YIELD K | Registered Investment Companies | — | — | $2.0M | 4.5% | |
| TRP RETIREMENT 2020 I | Registered Investment Companies | — | — | $1.3M | 2.9% | |
| LOOMIS SAYLES CORE PLUS BOND N | Registered Investment Companies | — | — | $1.2M | 2.7% | |
| FID MID CAP INDEX | Registered Investment Companies | — | — | $1.1M | 2.5% | |
| PGIM SHORT TERM CORP BOND R6 | Registered Investment Companies | — | — | $1.1M | 2.5% | |
| TRP RETIREMENT 2030 I | Registered Investment Companies | — | — | $1.1M | 2.4% | |
| TRP RETIREMENT 2025 I | Registered Investment Companies | — | — | $1.1M | 2.4% | |
| TRP RETIREMENT 2035 I | Registered Investment Companies | — | — | $741K | 1.6% | |
| VICTORY ESTABLISHED VALUE R6 | Registered Investment Companies | — | — | $550K | 1.2% | |
| TRP RETIREMENT 2050 I | Registered Investment Companies | — | — | $421K | 0.9% | |
| FID SMALL CAP INDEX | Registered Investment Companies | — | — | $363K | 0.8% | |
| INVESCO GLOBAL R6 | Registered Investment Companies | — | — | $351K | 0.8% | |
| TRP RETIREMENT 2045 I | Registered Investment Companies | — | — | $250K | 0.6% | |
| PIMCO REAL RETURN FUND - INSTL | Registered Investment Companies | — | — | $228K | 0.5% | |
| TRP RETIREMENT 2040 I | Registered Investment Companies | — | — | $220K | 0.5% | |
| TRP RETIREMENT 2015 I | Registered Investment Companies | — | — | $218K | 0.5% | |
| COLUMBIA DIVIDEND INCOME I3 | Registered Investment Companies | — | — | $211K | 0.5% | |
| TRP RETIREMENT 2055 I | Registered Investment Companies | — | — | $197K | 0.4% | |
| TRP RETIREMENT 2060 I | Registered Investment Companies | — | — | $190K | 0.4% | |
| UNDISC MGRS BEHAVIORAL VAL R6 | Registered Investment Companies | — | — | $171K | 0.4% | |
| TRP RETIREMENT 2065 I | Registered Investment Companies | — | — | $152K | 0.3% | |
| FID INTERNATIONAL INDEX | Registered Investment Companies | — | — | $128K | 0.3% | |
| TRP RETIREMENT BALANCED I | Registered Investment Companies | — | — | $116K | 0.3% | |
| WILLIAM BLAIR SM MID CAP GR I | Registered Investment Companies | — | — | $99K | 0.2% | |
| AMERICAN FUNDS NEW WORLD R6 | Registered Investment Companies | — | — | $85K | 0.2% |