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Original filing (PDF)20250819040847NAL0001828177001
ALLIED TELESIS, INC.
Form 5500
FILING_RECEIVED
ALLIED TELESIS 401(K) PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
178
Accounts w/ balance
292
Plan assets (EOY)
$51.6M
Net assets (EOY)
$51.6M
How this plan invests
This plan
3 pooled trusts
Schedule D
33 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
98
/ 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
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Helping the score
- Below-peer total fees (3 bps vs 16 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ALLIED TELESIS, INC..
Plan sponsor
Name
ALLIED TELESIS, INC.
EIN
77-0165055
Address
3041 ORCHARD PARKWAY · SAN JOSE, CA · 95134
Phone
(408) 519-8700
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
2025-08-19
Pension benefit codes
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2R · Participant-directed brokerage (SDBA)
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
CLARK NUBER
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsOther
3| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SCHWAB RETIREMENT PLAN SERVICES,INC | 34-1479833 | — | NONE | $15K | — |
| CHARLES SCHWAB & CO., INC. | 94-1737782 | — | NONE | $51 | — |
| CHARLES SCHWAB TRUST BANK | 82-3967259 | — | NONE | $0 | — |
Investments
25 direct securities · 3 pooled funds· $51.6M(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
$35.9M
25 holdings
Common Collective Trust
$15.7M
3 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity 500 Index Mutual Fund | — | — | — | $10.4M | 20.2% | |
| GOLDMAN SACHS STB VAL COLLECT TR FD GOLDMAN SACHS TRUST COMPANY, N.A. · EIN 13-4166989 / PN 025 | Common Collective Trust | — | — | $7.6M | 14.7% | |
| WILMGT TR CIT FRANKLIN GROWTH CIT GREAT GRAY TRUST COMPANY · EIN 82-3341628 / PN 360 | Common Collective Trust | — | — | $4.6M | 8.8% | |
| PUTNAM LARGE CAP VALUE IA PUTNAM FIDUCIARY TRUST COMPANY, LLC · EIN 82-3639536 / PN 275 | Common Collective Trust | — | — | $3.5M | 6.9% | |
| Schwab Self-Directed Brokerage Accounts Self-Directed Brokerage Accounts | — | — | — | $2.8M | 5.5% | |
| American Funds Europacific Growth Mutual Fund | — | — | — | $2.6M | 5.1% | |
| Dodge & Cox Income Fund Mutual Fund | — | — | — | $2.6M | 5.1% | |
| Carillon Eagle MDCP Growth Mutual Fund | — | — | — | $2.4M | 4.7% | |
| Victory SYC EST Value Mutual Fund | — | — | — | $2.1M | 4.1% | |
| T. Rowe Price Retirement 2040 Mutual Fund | — | — | — | $1.5M | 3.0% | |
| T. Rowe Price Retirement 2035 Mutual Fund | — | — | — | $1.5M | 2.9% | |
| Fidelity Puritan Mutual Fund | — | — | — | $1.4M | 2.8% | |
| Vanguard Explorer Admiral SHRS Mutual Fund | — | — | — | $1.1M | 2.1% | |
| T. Rowe Price Retirement 2045 Mutual Fund | — | — | — | $882K | 1.7% | |
| Fidelity US Bond Index Mutual Fund | — | — | — | $862K | 1.7% | |
| T. Rowe Price Retirement 2025 Mutual Fund | — | — | — | $829K | 1.6% | |
| American Funds Global Balance Mutual Fund | — | — | — | $602K | 1.2% | |
| Fidelity Small Cap Index Mutual Fund | — | — | — | $593K | 1.1% | |
| T ROWE PRICE RETIREMENT 2055 Registered Investment Company | — | — | — | $592K | 1.1% | |
| MFS New Discovery Value Mutual Fund | — | — | — | $570K | 1.1% | |
| Fidelity Total International Index Mutual Fund | — | — | — | $540K | 1.0% | |
| T. Rowe Price Retirement 2015 Mutual Fund | — | — | — | $534K | 1.0% | |
| T. Rowe Price Retirement 2030 Mutual Fund | — | — | — | $524K | 1.0% | |
| Participant loans Rates from 3.25% to 8.50% - 0 - | — | — | — | $241K | 0.5% | |
| T ROWE PRICE RETIREMENT 2050 Registered Investment Company | — | — | — | $218K | 0.4% | |
| T. Rowe Price Retirement 2020 Mutual Fund | — | — | — | $146K | 0.3% | |
| T. Rowe Price Retirement 2060 Mutual Fund | — | — | — | $110K | 0.2% | |
| Vanguard Federal Money Market Fund Mutual Fund | — | — | — | $2K | <0.1% |
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