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Original filing (PDF)20251001160535NAL0006020003001
GARRETT ELECTRONICS, INC.
Form 5500
FILING_RECEIVED
GARRETT ELECTRONICS, INC. RETIREMENT SAVINGS PLAN
401(k) retirement plan
Signals · 1
26% in single holding
Active participants
196
Accounts w/ balance
191
Plan assets (EOY)
$20.1M
Net assets (EOY)
$20.1M
How this plan invests
This plan
33 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
97
/ 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
87
Total plan cost
100
Vendor stack
100
Participation health
100
Knocking points off
- Top holding "Fidelity Fidelity 500 Index Fund" is 26% of plan.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for GARRETT ELECTRONICS, INC..
Plan sponsor
Name
GARRETT ELECTRONICS, INC.
EIN
75-2242670
Address
1881 W. STATE ST. · GARLAND, TX · 750426797
Phone
(972) 494-6151
Industry
Manufacturingsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-01
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
KURTIS SMITH, LLC
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 | $33K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FROST BANK | 74-6036463 | — | ADVISOR | $37K | — |
Investments
33 direct securities· $20.1M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity 500 Index Fund | — | — | — | $5.3M | 26.3% | |
| American Funds American Funds Growth Fund of America | — | — | — | $4.7M | 23.3% | |
| American Funds American Funds New Perspective Fund | — | — | — | $2.2M | 10.7% | |
| Vanguard Federal Money Market Fund | — | — | — | $1.5M | 7.3% | |
| American Funds American Funds SMALLCAP World Fund | — | — | — | $1.1M | 5.5% | |
| American Funds American Funds Income Fund of America | — | — | — | $1.1M | 5.4% | |
| American Funds American Funds Europacific Growth Fund | — | — | — | $666K | 3.3% | |
| American Funds American Funds Target Date 2030 | — | — | — | $493K | 2.4% | |
| American Funds American Funds The Bond Fund of America | — | — | — | $482K | 2.4% | |
| Vanguard Energy Index Fund | — | — | — | $435K | 2.2% | |
| Participant loans receivable varied maturity dates through December 2029. | — | — | — | $356K | 1.8% | |
| American Funds American Funds Target Date 2050 | — | — | — | $281K | 1.4% | |
| American Funds American Funds Target Date 2060 | — | — | — | $279K | 1.4% | |
| American Funds American Funds Target Date 2035 | — | — | — | $265K | 1.3% | |
| American Funds American Funds Target Date 2040 | — | — | — | $226K | 1.1% | |
| MFS Value Fund | — | — | — | $196K | 1.0% | |
| Vanguard Real Estate Index Fund ** 609 Vanguard Information Technology Index Fund | — | — | — | $108K | 0.5% | |
| American Funds American Funds Target Date 2045 | — | — | — | $89K | 0.4% | |
| JPMorgan Large Cap Growth Fund | — | — | — | $54K | 0.3% | |
| American Funds American Funds Target Date 2065 | — | — | — | $51K | 0.3% | |
| Fidelity Fidelilty International Index Fund | — | — | — | $50K | 0.2% | |
| JPMorgan US Equity Fund | — | — | — | $49K | 0.2% | |
| American Funds American Funds Target Date 2025 | — | — | — | $37K | 0.2% | |
| Fidelity Small Cap Index Fund | — | — | — | $34K | 0.2% | |
| American Funds American Funds Target Date 2020 | — | — | — | $31K | 0.2% | |
| Fidelity Mid Cap Index Fund | — | — | — | $28K | 0.1% | |
| PGIM High Yield Fund | — | — | — | $28K | 0.1% | |
| American Funds American Funds Target Date 2055 | — | — | — | $26K | 0.1% | |
| MFS Mid Cap Value Fund | — | — | — | $20K | 0.1% | |
| MFS Mid Cap Growth Fund | — | — | — | $11K | <0.1% | |
| Gabelli Small Cap Growth Fund | — | — | — | $8K | <0.1% | |
| DFA US Targeted Value Portfolio | — | — | — | $5K | <0.1% | |
| Invesco Gold & Special Minerals Fund | — | — | — | $4K | <0.1% |
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