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Original filing (PDF)20251002183347NAL0000497571001
ELECTRA LINK, INC.
Form 5500
FILING_RECEIVED
ELECTRA LINK, INC. 401(K) PLAN
401(k) retirement plan
Signals · 1
~78 bps in Sched C fees
Active participants
247
Accounts w/ balance
305
Plan assets (EOY)
$11.7M
Net assets (EOY)
$11.7M
How this plan invests
This plan
8 pooled trusts
Schedule D
30 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
91
/ 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
65
Vendor stack
100
Participation health
100
Knocking points off
- 78 bps in Schedule C fees — 169% above peer band of 29 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ELECTRA LINK, INC..
Plan sponsor
Name
ELECTRA LINK, INC.
EIN
76-0151304
Address
21755 I-H 45 BLDG. #10 · SPRING, TX · 77388
Phone
(281) 350-6096
Industry
Constructionsee 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
2025-10-02
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)
Audit & trust (Schedule H)
Auditor
BENTLEY BRATCHER & ASSOC. P.C.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
5 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $64K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LEAFHOUSE FINANCIAL ADVISORS, LLC | — | AUSTIN, TX | INVESTMENT ADVISOR | $6K | — |
Broker
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| OSAIC FS INC | — | FORT WAYNE, IN | BROKER/ADVISER | $0 | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BENTLEY, BRATCHER & ASSOCIATES, P.C | — | HOUSTON, TX | AUDITOR | $13K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $8K | — |
Investments
25 direct securities · 8 pooled funds· $11.3M(97% 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
$8.5M
25 holdings
Pooled Separate Account
$2.0M
4 holdings
Common Collective Trust
$758K
4 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Empower Fidelity 500 Index | — | — | — | $1.4M | 11.9% | |
| Empower Fidelity Freedom Index 2050 Instl Prem | — | — | — | $1.1M | 9.2% | |
| COLUMBIA DIVIDEND VALUE (IS PF) EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 785 | Pooled Separate Account | — | — | $934K | 8.0% | |
| LARGE CAP GROWTH / JP MORGAN INVST EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 141 | Pooled Separate Account | — | — | $914K | 7.8% | |
| Empower Guranteed Portfolio Fund | — | — | — | $576K | 4.9% | |
| Empower Fidelity Freedom Index 2040 Instl Prem | — | — | — | $530K | 4.5% | |
| MID CAP GROWTH FUND II CLASS R1 GREAT GRAY · EIN 38-7304118 / PN 183 | Common Collective Trust | — | — | $511K | 4.4% | |
| Empower MFS International Intrinsic Value R6 | — | — | — | $506K | 4.3% | |
| Empower Fidelity Freedom Index 2035 Instl Prem | — | — | — | $451K | 3.9% | |
| Empower DFA U.S. Small Cap Growth | — | — | — | $430K | 3.7% | |
| Empower Fidelity International Index | — | — | — | $382K | 3.3% | |
| Empower Fidelity Freedom Index 2045 Instl Prem | — | — | — | $352K | 3.0% | |
| Empower Fidelity Freedom Index 2055 Instl Prem | — | — | — | $339K | 2.9% | |
| Empower Fidelity Nasdaq Composite Index | — | — | — | $336K | 2.9% | |
| Empower Fidelity Small Cap Index | — | — | — | $319K | 2.7% | |
| Empower American Funds New World Fund - R6 | — | — | — | $308K | 2.6% | |
| Empower Fidelity Freedom Index Inc Instl Prem | — | — | — | $278K | 2.4% | |
| Empower Pimco Income Instl | — | — | — | $242K | 2.1% | |
| CORE PLUS BOND FUND FEE CLASS R1 GREAT GRAY · EIN 38-4116854 / PN 515 | Common Collective Trust | — | — | $225K | 1.9% | |
| Empower Fidelity Mid Cap Index | — | — | — | $211K | 1.8% | |
| Empower Fidelity Freedom Index 2060 Instl Prem | — | — | — | $204K | 1.7% | |
| Empower Fidelity Freedom Index 2030 Instl Prem | — | — | — | $202K | 1.7% | |
| AMERICAN CENTURY MID CAP VAL (IS PF EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 850 | Pooled Separate Account | — | — | $195K | 1.7% | |
| Empower Fidelity Freedom Index 2065 Instl Prem | — | — | — | $122K | 1.0% | |
| Empower Fidelity Freedom Index 2025 Instl Prem | — | — | — | $103K | 0.9% | |
| Empower Cohen & Steers Real Estate Securities Z | — | — | — | $52K | 0.4% | |
| Empower PGIM Global Total Return R6 | — | — | — | $37K | 0.3% | |
| Empower Fidelity Freedom Index 2020 Instl Prem | — | — | — | $27K | 0.2% | |
| Empower Wilmington Trst Franklin SM C Val Cit R | — | — | — | $23K | 0.2% | |
| FRANKLIN SMALL CAP VALUE GG TRUST C GREAT GRAY · EIN 38-4126289 / PN 594 | Common Collective Trust | — | — | $23K | 0.2% | |
| Empower Pimco Real Return Instl | — | — | — | $19K | 0.2% | |
| MID CAP GROWTH FUND FEE CLASS R1 GREAT GRAY · EIN 38-4126247 / PN 549 | Common Collective Trust | — | — | $0 | <0.1% | |
| COLUMBIA DIVIDEND VALUE FUND EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 785 | Pooled Separate Account | — | — | $0 | <0.1% |