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Original filing (PDF)20250729132733NAL0003357361001
FINELINE TECHNOLOGIES, INC.
Form 5500
FILING_RECEIVED
FINELINE TECHNOLOGIES, INC. 401(K) PLAN
401(k) retirement plan
Active participants
233
Accounts w/ balance
200
Plan assets (EOY)
$20.7M
Net assets (EOY)
$20.7M
How this plan invests
This plan
32 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
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for FINELINE TECHNOLOGIES, INC..
Plan sponsor
Name
FINELINE TECHNOLOGIES, INC.
EIN
58-2378027
Address
3145 MEDLOCK BRIDGE ROAD · NORCROSS, GA · 30071
Phone
(678) 969-0835
Industry
Professional & Technical Servicessee 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
2025-07-29
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)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
FORVIS MAZARS, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $23K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| KESTRA INVESTMENT SERVICES LLC | 35-2552359 | — | ADVISOR | $45K | — |
Investments
32 direct securities· $20.7M(100% of reported assets)
Uncategorized
$15.7M
31 holdings
Mutual Funds
$5.0M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| s *Fidelity Blue Chip Growth Fund 21,762 shares | Mutual Funds | — | $22K | $5.0M | 24.0% | |
| Fidelity 500 Index Fund 21,703 shares | — | — | $22K | $4.4M | 21.4% | |
| Vanguard Target Retirement 2035 Fund 56,382 shares | — | — | $56K | $1.4M | 6.5% | |
| Vanguard Target Retirement 2025 Fund 54,844 shares | — | — | $55K | $1.0M | 5.0% | |
| Vanguard Target Retirement 2040 Fund 19,821 shares | — | — | $20K | $857K | 4.1% | |
| Money Market Fund Fidelity Government Money Market Fund 842,750 shares | — | — | $843K | $843K | 4.1% | |
| Vanguard Target Retirement 2045 Fund 25,023 shares | — | — | $25K | $742K | 3.6% | |
| Fidelity Extended Market Index Fund 6,589 shares | — | — | $7K | $599K | 2.9% | |
| Fidelity International Index Fund 11,672 shares | — | — | $12K | $555K | 2.7% | |
| Vanguard Target Retirement 2050 Fund 10,662 shares | — | — | $11K | $531K | 2.6% | |
| Vanguard Target Retirement 2030 Fund 13,073 shares | — | — | $13K | $495K | 2.4% | |
| Vanguard LifeStrategy Growth Fund 10,847 shares | — | — | $11K | $479K | 2.3% | |
| Vanguard Short-Term Investment-Grade Fund 38,737 shares | — | — | $39K | $399K | 1.9% | |
| Fidelity Small Cap Index Fund 13,615 shares | — | — | $14K | $377K | 1.8% | |
| Vanguard Target Retirement Income Fund 27,491 shares | — | — | $27K | $360K | 1.7% | |
| Dodge & Cox Income Fund 26,915 shares | — | — | $27K | $333K | 1.6% | |
| Vanguard Target Retirement 2055 Fund 5,490 shares | — | — | $5K | $305K | 1.5% | |
| Vanguard Target Retirement 2060 Fund 5,299 shares | — | — | $5K | $272K | 1.3% | |
| JPMorgan Mid Cap Growth Fund 5,108 shares | — | — | $5K | $264K | 1.3% | |
| Vanguard Wellington Fund 3,283 shares | — | — | $3K | $243K | 1.2% | |
| DFA U.S. Small Cap Portfolio Institutional Class 4,852 shares | — | — | $5K | $237K | 1.1% | |
| Vanguard Equity Income Fund 2,366 shares | — | — | $2K | $209K | 1.0% | |
| Through November 2029 | — | — | — | $190K | 0.9% | |
| Vanguard Target Retirement 2020 Fund 5,885 shares | — | — | $6K | $156K | 0.8% | |
| DFA Emerging Markets Core Equity Portfolio Institutional Class 6,173 shares | — | — | $6K | $144K | 0.7% | |
| Oakmark International Institutional 3,467 shares | — | — | $3K | $86K | 0.4% | |
| Vanguard Small-Cap Growth Index Fund 794 shares | — | — | — | $78K | 0.4% | |
| Vanguard High-Yield Corporate Fund 8,832 shares | — | — | $9K | $48K | 0.2% | |
| Vanguard Inflation-Protected Securities Fund 2,114 shares | — | — | $2K | $48K | 0.2% | |
| Vanguard Target Retirement 2065 Fund 1,088 shares | — | — | $1K | $37K | 0.2% | |
| Vanguard Short-Term Federal Fund 2,070 shares | — | — | $2K | $21K | 0.1% | |
| Vanguard Wellesley Income Fund 288 shares | — | — | — | $17K | <0.1% |
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