How big is Adaptec Solutions, LLC's plan?

Adaptec Solutions, LLC's plan reported $16.7M in assets and 305 participants for 2024.

Original filing (PDF)20251011072334NAL0005038931001

Adaptec Solutions, LLC

Name: Adaptec Solutions, LLC — Adaptec Solutions 401(k), Form 5500 (2024)
Creator: Adaptec Solutions, LLC
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Adaptec Solutions 401(k) Plan

401(k) retirement plan · Adaptec Solutions, LLC's Adaptec Solutions 401(k) Plan held $16.7M in plan assets for 305 participants in 2024, with Fidelity as recordkeeper.

Active participants

305

Accounts w/ balance

194

Plan assets (EOY)

$16.7M

Net assets (EOY)

$16.7M

People on this filing

Karen Marsh signed Adaptec Solutions, LLC's 2024 Form 5500 as plan administrator.

Karen Marsh — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Adaptec Solutions, LLC's EIN is 81-1689436.

EIN 81-1689436

Plan number 001

Plan year 2024

ACK ID 20251011072334NAL0005038931001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Adaptec Solutions, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Adaptec Solutions, LLC's plan includes a 401(k) feature, a default investment (QDIA), ERISA 404(c) participant direction, profit-sharing.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for ADAPTEC SOLUTIONS, LLC.

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How this plan invests

This plan

32 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

Above-average plan

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool.

Compliance & integrity

100

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (9th percentile).

Plan sponsor

Name

ADAPTEC SOLUTIONS, LLC

EIN

all filings

Address

140 COMMERCE DR · ROCHESTER, NY · 14623

Phone

(585) 292-0920

Industry

Manufacturing

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

2025-10-11

Pension benefit codes

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

2F · ERISA section 404(c)

3B · Covers self-employed individuals

2E · Profit-sharing

3D · Pre-approved plan (master / prototype / VS)

Service providers (Schedule C)

1 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
FIDELITY INVESTMENTS INSTITUTIONAL	04-2647786	—	RECORDKEEPER	$24K	—

Investments

32 direct securities· $16.7M(100% of reported assets)

Mutual Funds

$12.3M

15 holdings

Other securities

$2.1M

10 holdings

Common Collective Trusts

$1.8M

6 holdings

Participant loans

$537K

1 holding

					% of plan
American Funds 2030 Target Date Retirement Fund Class R6	Mutual Funds	—	—	$3.3M	19.6%
American Funds 2045 Target Date Retirement Fund Class R6	Mutual Funds	—	—	$1.7M	10.4%
American Funds 2035 Target Date Retirement Fund Class R6	Mutual Funds	—	—	$1.6M	9.6%
American Funds 2055 Target Date Retirement Fund Class R6	Mutual Funds	—	—	$1.4M	8.5%
American Funds 2040 Target Date Retirement Fund Class R6	Mutual Funds	—	—	$1.4M	8.4%
American Funds 2050 Target Date Retirement Fund Class R6	Mutual Funds	—	—	$1.4M	8.2%
JPMorgan Large Cap Growth Fund Class R6	Other securities	—	—	$1.2M	7.4%
Fidelity 500 Index Fund	Common Collective Trusts	—	—	$1.2M	7.2%
various dates through January 2030, collateralized by * Participant Loans participant account balances	Participant loans	—	—	$537K	3.2%
American Funds 2060 Target Date Retirement Fund Class R6	Mutual Funds	—	—	$534K	3.2%
Fidelity Government Money Market Fund Class K6	Mutual Funds	—	—	$423K	2.5%
Fidelity Mid Cap Index Fund	Common Collective Trusts	—	—	$271K	1.6%
Columbia Dividend Income Fund Institutional 3 Class	Other securities	—	—	$231K	1.4%
Baird Aggregate Bond Institutional Fund	Other securities	—	—	$174K	1.0%
American Funds 2020 Target Date Retirement Fund Class R6	Mutual Funds	—	—	$139K	0.8%
American Funds 2025 Target Date Retirement Fund Class R6	Mutual Funds	—	—	$124K	0.7%
Janus Henderson Balanced Fund Class N	Mutual Funds	—	—	$103K	0.6%
Fidelity Small Cap Value Index Fund	Common Collective Trusts	—	—	$98K	0.6%
Fidelity Small Cap Index Fund	Common Collective Trusts	—	—	$95K	0.6%
T. Rowe Price Overseas Stock Fund Class I	Other securities	—	—	$90K	0.5%
Columbia Select Mid Cap Value Fund Institutional 3 Class	Other securities	—	—	$79K	0.5%
Cohen & Steers Realty Shares Fund Class Z	Other securities	—	—	$78K	0.5%
American Funds New Perspective Fund Class R6	Mutual Funds	—	—	$77K	0.5%
American Funds 2015 Target Date Retirement Fund Class R6	Mutual Funds	—	—	$75K	0.4%
Fidelity International Index Fund	Common Collective Trusts	—	—	$53K	0.3%
JPMorgan Small Cap Growth Fund Class R6	Other securities	—	—	$47K	0.3%
PGIM High Yield Fund Class R6	Other securities	—	—	$41K	0.2%
American Funds 2010 Target Date Retirement Fund Class R6	Mutual Funds	—	—	$38K	0.2%
T. Rowe Price Diversified Mid Cap Growth Fund Class I	Other securities	—	—	$35K	0.2%
Goldman Sachs Emerging Markets Equity Fund Class R6	Other securities	—	—	$35K	0.2%
American Funds 2065 Target Date Retirement Fund Class R6	Mutual Funds	—	—	$30K	0.2%
Fidelity U.S. Bond Index Fund	Common Collective Trusts	—	—	$26K	0.2%