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Original filing (PDF)20250731142757NAL0010715330001
ROCHESTER SENSORS, LLC
Form 5500
FILING_RECEIVED
ROCHESTER SENSORS, LLC
401(k) retirement plan
Active participants
185
Accounts w/ balance
235
Plan assets (EOY)
$10.2M
Net assets (EOY)
$10.2M
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 (8 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ROCHESTER SENSORS, LLC.
Plan sponsor
Name
ROCHESTER SENSORS, LLC
EIN
75-0979821
Address
1025 S. BELT LINE RD · STE 100 · COPPELL, TX · 75019
Phone
(972) 845-4196
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
2025-07-31
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)
3B · Covers self-employed individuals
3D · Pre-approved plan (master / prototype / VS)
2R · Participant-directed brokerage (SDBA)
Audit & trust (Schedule H)
Auditor
BONADIO & CO., LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $8K | — |
Investments
34 direct securities · 1 pooled fund· $10.9M(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.
Uncategorized
$10.2M
34 holdings
Common Collective Trust
$670K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity 500 Index Fund | — | — | — | $1.8M | 17.6% | |
| Fidelity Freedom 2030 Fund Class K | — | — | — | $1.3M | 12.3% | |
| Fidelity Contrafund | — | — | — | $1.1M | 11.0% | |
| Oakmark Equity And Income Fund | — | — | — | $923K | 9.0% | |
| Investor Class Galliard Capital Stable Return Fund M | — | — | — | $670K | 6.6% | |
| GALLIARD STBLE RTN M WELLS FARGO BANK, N.A. · EIN 94-6751924 / PN 001 | Common Collective Trust | — | — | $670K | 6.6% | |
| Vanguard Small Cap Index Fund Admiral | — | — | — | $457K | 4.5% | |
| Shares * Fidelity Freedom 2060 Fund Class K | — | — | — | $432K | 4.2% | |
| Fidelity Freedom 2035 Fund Class K | — | — | — | $428K | 4.2% | |
| Fidelity Freedom 2040 Fund Class K | — | — | — | $340K | 3.3% | |
| Fidelity Freedom 2070 Fund Class K ** 579 * Fidelity BrokerageLink - Cash ** 45 * Participant loans Various maturities through | — | — | — | $274K | 2.7% | |
| Invesco Diversified Dividend Fund R5 | — | — | — | $270K | 2.6% | |
| Class * Fidelity Mid Cap Index Fund | — | — | — | $240K | 2.4% | |
| Fidelity Freedom 2025 Fund Class K | — | — | — | $232K | 2.3% | |
| Fidelity Freedom 2050 Fund Class K | — | — | — | $228K | 2.2% | |
| Fidelity Government Money Market | — | — | — | $220K | 2.2% | |
| Fund * Fidelity Freedom 2055 Fund Class K | — | — | — | $193K | 1.9% | |
| Fidelity Freedom 2020 Fund Class K | — | — | — | $190K | 1.9% | |
| Permanent Portfolio Permanent Portfolio Class I | — | — | — | $180K | 1.8% | |
| Fidelity U.S, Bond Index Fund | — | — | — | $147K | 1.4% | |
| Fidelity Freedom 2045 Fund Class K | — | — | — | $125K | 1.2% | |
| Fidelity International Index Fund | — | — | — | $93K | 0.9% | |
| Fidelity Emerging Markets Discovery | — | — | — | $74K | 0.7% | |
| Fund * Fidelity Freedom 2065 Fund Class K | — | — | — | $72K | 0.7% | |
| Fidelity Freedom 2015 Fund Class K | — | — | — | $66K | 0.6% | |
| Loomis Small Cap Growth Fund | — | — | — | $44K | 0.4% | |
| Invesco High Yield Fund R5 Class | — | — | — | $37K | 0.4% | |
| Fidelity Strategic Income Fund | — | — | — | $35K | 0.3% | |
| Franklin Mutual Global Discovery Fund Class Z | — | — | — | $25K | 0.2% | |
| Harbor International Fund | — | — | — | $24K | 0.2% | |
| Administrative Class Virtus Ceredex Mid-Cap Value Equity Fund | — | — | — | $14K | 0.1% | |
| Class I * Fidelity BrokerageLink - Fidelity Fund | — | — | — | $13K | 0.1% | |
| Heartland Value Plus Fund Institutional | — | — | — | $11K | 0.1% | |
| Class * Fidelity BrokerageLink - Common | — | — | — | $2K | <0.1% | |
| Stock Blackrock Global Allocation | — | — | — | $1K | <0.1% |
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