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Original filing (PDF)20250819131441NAL0002247329001
PROMEX INDUSTRIES, INC.
Form 5500
FILING_RECEIVED
PROMEX INDUSTRIES, INC. 401(K) PLAN
401(k) retirement plan
Active participants
106
Accounts w/ balance
136
Plan assets (EOY)
$7.5M
Net assets (EOY)
$7.5M
How this plan invests
This plan
1 pooled trust
Schedule D
28 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 (25 bps vs 52 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for PROMEX INDUSTRIES, INC..
Plan sponsor
Name
PROMEX INDUSTRIES, INC.
EIN
77-0409193
Address
3075 OAKMEAD VILLAGE DRIVE · SANTA CLARA, CA · 95051
Phone
(408) 496-0222
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
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
SILICON VALLEY ACCOUNTANCY CORP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| INSPERITY RETIREMENT SERVICES | — | — | RECORDKEEPER | $13K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WILSHIRE ASSOCIATES | — | — | INVESTMENT ADVISOR | $5K | — |
Investments
27 direct securities · 1 pooled fund· $7.5M(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.
Uncategorized
$7.4M
27 holdings
Common Collective Trust
$71K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| BlackRock High Yield Portfolio Mutual Fund 953 * Fidelity 500 Index Fund Mutual Fund | — | — | — | $1.1M | 15.1% | |
| American Funds 2035 Target Date Retirement Fd Mutual Fund | — | — | — | $909K | 12.1% | |
| American Funds 2020 Target Date Retirement Fd Mutual Fund | — | — | — | $861K | 11.5% | |
| American Funds 2030 Target Date Retirement Fd Mutual Fund | — | — | — | $629K | 8.4% | |
| T. Rowe Price Growth Stock Fund Mutual Fund | — | — | — | $591K | 7.9% | |
| American Funds 2025 Target Date Retirement Fd Mutual Fund | — | — | — | $552K | 7.4% | |
| American Funds 2040 Target Date Retirement Fd Mutual Fund | — | — | — | $545K | 7.3% | |
| American Funds 2045 Target Date Retirement Fd Mutual Fund | — | — | — | $437K | 5.8% | |
| JPMorgan Equity Income Fund Mutual Fund | — | — | — | $337K | 4.5% | |
| American Funds 2050 Target Date Retirement Fd Mutual Fund | — | — | — | $253K | 3.4% | |
| Vanguard Federal Money Market Fund Mutual Fund | — | — | — | $214K | 2.9% | |
| American Funds 2055 Target Date Retirement Fd Mutual Fund | — | — | — | $194K | 2.6% | |
| American Funds 2015 Target Date Retirement Fd Mutual Fund | — | — | — | $169K | 2.3% | |
| participants 9.25% | — | — | — | $168K | 2.2% | |
| Fidelity Extended Market Index Fund Mutual Fund | — | — | — | $148K | 2.0% | |
| Vanguard Explorer Fund Mutual Fund | — | — | — | $123K | 1.6% | |
| GALLIARD RET INCOME FUND CL 35 WILMINGTON TRUST RETIREMENT AND INSTITUTIONAL SERVICES COMPANY · EIN 20-5886387 / PN 082 | Common Collective Trust | — | — | $71K | 1.0% | |
| American Funds 2060 Target Date Retirement Fd Mutual Fund | — | — | — | $44K | 0.6% | |
| American Funds New World Fund Mutual Fund | — | — | — | $21K | 0.3% | |
| Fidelity Global ex U.S. Index Fund Mutual Fund | — | — | — | $15K | 0.2% | |
| Fidelity Inflation-Protected Bond Index Fund Mutual Fund | — | — | — | $14K | 0.2% | |
| Fidelity U.S. Bond Index Fund Mutual Fund | — | — | — | $11K | 0.1% | |
| JPMorgan Small Cap Value Fund Mutual Fund | — | — | — | $11K | 0.1% | |
| American Funds 2010 Target Date Retirement Fd Mutual Fund | — | — | — | $10K | 0.1% | |
| Mid Atlantic Master Cash Account Cash 12 * American Beacon Global Bond Fund Mutual Fund 86 * American Beacon International Equity Fund Mutual Fund | — | — | — | $10K | 0.1% | |
| PGIM Total Return Bond Fund Mutual Fund 85 * Principal Global Real Estate Securities Fund Mutual Fund | — | — | — | $10K | 0.1% | |
| American Funds 2065 Target Date Retirement Fd Mutual Fund | — | — | — | $5K | <0.1% | |
| American Funds EuroPacific Growth Fund Mutual Fund | — | — | — | $1K | <0.1% |
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