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Original filing (PDF)20251015164908NAL0002660131001
PEGATRON TECHNOLOGY SERVICE, INC
Form 5500
FILING_RECEIVED
PEGATRON TECHNOLOGY SERVICE, INC. 401(K) PROFIT SHARING PLAN
401(k) retirement plan
Active participants
125
Accounts w/ balance
131
Plan assets (EOY)
$2.5M
Net assets (EOY)
$2.5M
How this plan invests
This plan
1 pooled trust
Schedule D
23 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 (1 bps vs 52 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for PEGATRON TECHNOLOGY SERVICE, INC.
Plan sponsor
Name
PEGATRON TECHNOLOGY SERVICE, INC
EIN
61-1384193
Address
121 RIVER RIDGE CIRCLE · JEFFERSONVILLE, IN · 47130
Phone
(812) 282-7300
Industry
Other Services (ex. Public Admin)see 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
2J · 401(k) feature
2K · 401(m) arrangement
2F · ERISA section 404(c)
2G · Total participant-directed accounts
3D · Pre-approved plan (master / prototype / VS)
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
POOLER CPA GROUP, LLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| AMERICAN UNITED LIFE INSURANCE CO | 35-0145825 | — | RECORDKEEPER | $160 | — |
Investments
23 direct securities · 1 pooled fund· $4.8M(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
Pooled Separate Account
$2.4M
1 holding
Uncategorized
$2.4M
22 holdings
Pooled Separate Accounts
$38K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| SEPARATE ACCOUNT II AMERICAN UNITED LIFE INSURANCE CO · EIN 35-0145825 / PN 000 | Pooled Separate Account | — | — | $2.4M | 96.2% | |
| State Street S&P 500 Index Pooled Separate Account | — | — | — | $375K | 15.0% | |
| BlackRock Lifepath Index 2035 Pooled Separate Account | — | — | — | $331K | 13.3% | |
| BlackRock Lifepath Index 2050 Pooled Separate Account | — | — | — | $254K | 10.2% | |
| Fidelity Advisor Total Bond Pooled Separate Account | — | — | — | $228K | 9.1% | |
| BlackRock Lifepath Index 2040 Pooled Separate Account | — | — | — | $123K | 4.9% | |
| PGIM High Yield A Pooled Separate Account | — | — | — | $115K | 4.6% | |
| BlackRock Equity Index Pooled Separate Account | — | — | — | $111K | 4.4% | |
| State Street S&P Mid 400 Index Pooled Separate Account | — | — | — | $101K | 4.0% | |
| American Funds Growth Fund of America Pooled Separate Account | — | — | — | $91K | 3.7% | |
| BlackRock Lifepath Index 2045 Pooled Separate Account | — | — | — | $88K | 3.5% | |
| Janus Henderson Balanced Pooled Separate Account | — | — | — | $88K | 3.5% | |
| American Funds New Perspective Pooled Separate Account | — | — | — | $78K | 3.1% | |
| BlackRock Lifepath Index 2030 Pooled Separate Account | — | — | — | $77K | 3.1% | |
| Invesco Diversified Pooled Separate Account | — | — | — | $64K | 2.6% | |
| Victory Sycamore Established Value Pooled Separate Account | — | — | — | $58K | 2.3% | |
| Pioneer Select Mid Cap Growth Pooled Separate Account | — | — | — | $53K | 2.1% | |
| BlackRock Lifepath Index 2060 Pooled Separate Account | — | — | — | $47K | 1.9% | |
| / Stable Value Account * AUL Stable Value Account Average Crediting Interest Rate of 1.50% | Pooled Separate Accounts | — | — | $38K | 1.5% | |
| BlackRock Lifepath Index 2055 Pooled Separate Account | — | — | — | $37K | 1.5% | |
| BlackRock Lifepath Index Retirement Pooled Separate Account | — | — | — | $30K | 1.2% | |
| Oppenheimer International Small-Mid Pooled Separate Account | — | — | — | $20K | 0.8% | |
| BlackRock Russell 2000 Index Pooled Separate Account | — | — | — | $19K | 0.8% | |
| Federated International Leaders Pooled Separate Account | — | — | — | $14K | 0.6% |
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