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Original filing (PDF)20251010135303NAL0004677939001
K.F. HOWELL ELECTRIC, LLC
Form 5500
FILING_RECEIVED
HOWELL ELECTRIC 401(K) PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
112
Accounts w/ balance
144
Plan assets (EOY)
$35.8M
Net assets (EOY)
$35.8M
How this plan invests
This plan
33 pooled trusts
Schedule D
34 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 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for K.F. HOWELL ELECTRIC, LLC.
Plan sponsor
Name
K.F. HOWELL ELECTRIC, LLC
EIN
77-0383422
Address
3390 VISO COURT · SANTA CLARA, CA · 95054
Phone
(408) 980-8800
Industry
Electrical Contractors· 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
2025-10-10
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
2A · Age/service weighted or new comparability
Audit & trust (Schedule H)
Auditor
SILICON VALLEY ACCOUNTANCY CORP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsAdvisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LPL FINANCIAL LLC | — | CLINTON, WI | INVESTMENT ADVISOR | $0 | — |
TPA / Administrator
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FLYNN, SHOJINAGA & ASSOCIATES, INC. | — | ALAMEDA, CA | TPA | $7K | — |
| STANCORP FINANCIAL GROUP | — | PORTLAND, OR | CONTRACT ADMINISTRATOR | $2K | — |
Investments
15 direct securities · 33 pooled funds· $45.5M(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.
Pooled Separate Account
$30.4M
33 holdings
Uncategorized
$15.1M
15 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| JPMORGAN LARGE CAP GROWTH STANDARD INSURANCE COMPANY · EIN 93-0242990 / PN 005 | Pooled Separate Account | — | — | $4.3M | 11.9% | |
| Schwab Fundamental US Large Company Index Fd Separate Account | — | — | — | $3.2M | 8.9% | |
| SCHWAB FNDMNTL US LG CO IDX STANDARD INSURANCE COMPANY · EIN 93-0242990 / PN 005 | Pooled Separate Account | — | — | $3.2M | 8.9% | |
| DFA INTL VALUE PORT STANDARD INSURANCE COMPANY · EIN 93-0242990 / PN 005 | Pooled Separate Account | — | — | $2.1M | 5.8% | |
| T. ROWE PRICE LARGE CAP VALUE STANDARD INSURANCE COMPANY · EIN 93-0242990 / PN 005 | Pooled Separate Account | — | — | $1.9M | 5.3% | |
| Baron Growth Equity Fund Separate Account | — | — | — | $1.8M | 5.1% | |
| WCM Focused International Growth Fund Separate Account | — | — | — | $1.7M | 4.8% | |
| WCM POC INTL GR INV STANDARD INSURANCE COMPANY · EIN 93-0242990 / PN 005 | Pooled Separate Account | — | — | $1.7M | 4.8% | |
| WELLINGTON DISCIP US EQ STANDARD INSURANCE COMPANY · EIN 93-0242990 / PN 005 | Pooled Separate Account | — | — | $1.7M | 4.8% | |
| LOOMIS SAYLES INVSTM GR BD ADM STANDARD INSURANCE COMPANY · EIN 93-0242992 / PN 005 | Pooled Separate Account | — | — | $1.7M | 4.6% | |
| Minnesota Life General Account General Account | — | — | — | $1.6M | 4.5% | |
| Securian AM S&P 500 Index Fund Separate Account | — | — | — | $1.5M | 4.2% | |
| Vanguard Intermediate-Term Bond Index Fund Separate Account | — | — | — | $1.4M | 3.9% | |
| ALLSPRING SPECIAL SMALL CAP VL STANDARD INSURANCE COMPANY · EIN 93-0242990 / PN 005 | Pooled Separate Account | — | — | $1.4M | 3.9% | |
| ALLSPRING SPECIAL SMALL CAP VL STANDARD INSURANCE COMPANY · EIN 93-0242990 / PN 005 | Pooled Separate Account | — | — | $1.4M | 3.9% | |
| HARTFORD CORE EQUITY R6 STANDARD INSURANCE COMPANY · EIN 93-0242990 / PN 005 | Pooled Separate Account | — | — | $1.3M | 3.6% | |
| Vanguard Total International Bond Index Fund Separate Account | — | — | — | $1.1M | 3.2% | |
| VANGUARD TTL INTL BD IDX ADMIRAL STANDARD INSURANCE COMPANY · EIN 93-0242990 / PN 005 | Pooled Separate Account | — | — | $1.1M | 3.2% | |
| WILLIAM BLAIR LG CAP GR I STANDARD INSURANCE COMPANY · EIN 93-0242990 / PN 005 | Pooled Separate Account | — | — | $1.0M | 2.8% | |
| WILLIAM CLAIR LARGE CAP GRO I STANDARD INSURANCE COMPANY · EIN 93-0242990 / PN 005 | Pooled Separate Account | — | — | $1.0M | 2.8% | |
| Securian AM Money Market Fund Separate Account | — | — | — | $927K | 2.6% | |
| VANGUARD LIFESTRA MOD GRO STANDARD INSURANCE COMPANY · EIN 93-0242990 / PN 005 | Pooled Separate Account | — | — | $895K | 2.5% | |
| VANGUARD LIFESTRATEGY MOD GRO STANDARD INSURANCE COMPANYNY · EIN 93-0242990 / PN 005 | Pooled Separate Account | — | — | $895K | 2.5% | |
| Columbia Limited Duration Credit Fund Separate Account | — | — | — | $781K | 2.2% | |
| POWERFUL CHOICES EDUCATIONAL CONSUL STANDARD INSURANCE COMPANYNY · EIN 93-0242990 / PN 005 | Pooled Separate Account | — | — | $781K | 2.2% | |
| ARTISAN HIGH INCOME INVESTER STANDARD INSURANCE COMPANY · EIN 93-0242990 / PN 005 | Pooled Separate Account | — | — | $760K | 2.1% | |
| T. ROWE PRICE HEALTH SCIENCES STANDARD INSURANCE COMPANY · EIN 93-0242990 / PN 005 | Pooled Separate Account | — | — | $637K | 1.8% | |
| T ROWE PRICE HEALTH SCIENCES STANDARD INSURANCE COMPANY · EIN 93-0242990 / PN 005 | Pooled Separate Account | — | — | $637K | 1.8% | |
| Vanguard Long-Term Investment-Grade Fund Separate Account | — | — | — | $388K | 1.1% | |
| VANGUARD LGTRM INVGR FD ADM STANDARD INSURANCE COMPANY · EIN 93-0242990 / PN 005 | Pooled Separate Account | — | — | $388K | 1.1% | |
| PGIM Total Return Bond Fund Separate Account | — | — | — | $325K | 0.9% | |
| VANGUARD MID CAP INDEX ADM STANDARD INSURANCE COMPANY · EIN 93-0242990 / PN 005 | Pooled Separate Account | — | — | $291K | 0.8% | |
| VANGUARD MID CAP INDEX ADMIRAL STANDARD INSURANCE COMPANY · EIN 93-0242990 / PN 005 | Pooled Separate Account | — | — | $291K | 0.8% | |
| Vanguard Total Stock Market Index Fund Separate Account | — | — | — | $259K | 0.7% | |
| VANGUARD TOT STK MK IDX ADM STANDARD INSURANCE COMPANY · EIN 93-0242990 / PN 005 | Pooled Separate Account | — | — | $259K | 0.7% | |
| BNY MELLON NATURAL RESOURCES I STANDARD INSURANCE COMPANY · EIN 93-0242990 / PN 005 | Pooled Separate Account | — | — | $168K | 0.5% | |
| BNY MELLON NATURAL RESOURCES I STANDARD INSURANCE COMPANY · EIN 93-0242990 / PN 005 | Pooled Separate Account | — | — | $168K | 0.5% | |
| COHEN & STEERS RE SECU A STANDARD INSURANCE COMPANY · EIN 93-0242990 / PN 005 | Pooled Separate Account | — | — | $148K | 0.4% | |
| HOOD RIVER SM-CAP GR INSTL STANDARD INSURANCE COMPANY · EIN 93-0242990 / PN 005 | Pooled Separate Account | — | — | $138K | 0.4% | |
| CVANGUARD SMALL CAP INDEX ADM STANDARD INSURANCE COMPANY · EIN 93-0242990 / PN 005 | Pooled Separate Account | — | — | $105K | 0.3% | |
| MFS Mid Cap Growth Fund Separate Account | — | — | — | $54K | 0.2% | |
| AMER FUNDS NEW WORLD FUND, R6 STANDARD INSURANCE COMPANY · EIN 93-0242990 / PN 005 | Pooled Separate Account | — | — | $30K | <0.1% | |
| AMER FUNDS NEW WORL FUND R6 STANDARD INSURANCE COMPANY · EIN 93-0242992 / PN 005 | Pooled Separate Account | — | — | $30K | <0.1% | |
| DFA INFL-PROTECTED SEC PORT, I STANDARD INSURANCE COMPANY · EIN 93-0242990 / PN 005 | Pooled Separate Account | — | — | $18K | <0.1% | |
| Columbia Global Technology Growth Fund Separate Account | — | — | — | $16K | <0.1% | |
| VANGUARD UTILITIES INDEX ADM STANDARD INSURANCE COMPANY · EIN 93-0242990 / PN 005 | Pooled Separate Account | — | — | $14K | <0.1% | |
| DFA Global Real Estate Securities Portfolio Separate Account | — | — | — | $11K | <0.1% | |
| DFA GLBL RE SECUR PRT STANDARD INSURANCE COMPANY · EIN 93-0242990 / PN 005 | Pooled Separate Account | — | — | $11K | <0.1% |
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