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Original filing (PDF)20251009123450NAL0003909267001
INFINITE ELECTRONICS, INC.
Form 5500
FILING_RECEIVED
INFINITE ELECTRONICS 401(K) PLAN
401(k) retirement plan
Active participants
563
Accounts w/ balance
751
Plan assets (EOY)
$51.5M
Net assets (EOY)
$51.5M
How this plan invests
This plan
1 pooled trust
Schedule D
27 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 (11 bps vs 16 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for INFINITE ELECTRONICS, INC..
Plan sponsor
Name
INFINITE ELECTRONICS, INC.
EIN
84-1725911
Address
17792 FITCH · IRVINE, CA · 92614
Phone
(949) 267-9711
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
2025-10-09
Pension benefit codes
2A · Age/service weighted or new comparability
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
LEE & CROWLEY, LLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $35K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ICAPITAL, LLC | 76-0708798 | — | CONSULTANT | $21K | — |
Investments
27 direct securities · 1 pooled fund· $51.0M(99% 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
$50.2M
27 holdings
Common Collective Trust
$789K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| T. Rowe Price Blue Chip Growth Fund I Class Registered Investment Company ** $ | — | — | — | $7.0M | 13.6% | |
| Driehaus Emerging Markets Growth Fund Institutional Class Registered Investment Company | — | — | — | $5.2M | 10.2% | |
| Metropolitan West Total Return Bond Fund Plan Class Registered Investment Company | — | — | — | $4.4M | 8.6% | |
| Delaware Value Fund Class R6 Registered Investment Company | — | — | — | $4.0M | 7.8% | |
| Invesco Small Cap Value Fund Class R6 Registered Investment Company | — | — | — | $3.7M | 7.2% | |
| Vanguard International Growth Fund Admiral Shares Registered Investment Company | — | — | — | $3.6M | 7.0% | |
| Vanguard Small-Cap Index Fund Admiral Shares Registered Investment Company | — | — | — | $3.2M | 6.2% | |
| Vanguard 500 Index Fund Admiral Shares Registered Investment Company | — | — | — | $2.9M | 5.7% | |
| Fidelity Extended Market Index Fund Registered Investment Company | — | — | — | $2.6M | 5.1% | |
| Eaton Vance Income Fund of Boston Class R6 Registered Investment Company | — | — | — | $2.5M | 4.9% | |
| Eaton Vance Floating Rate Fund Class R6 Registered Investment Company | — | — | — | $2.5M | 4.8% | |
| Invesco Gold & Special Minerals Fund Class R6 Registered Investment Company | — | — | — | $2.2M | 4.3% | |
| Vanguard Real Estate Index Fund Admiral Shares Registered Investment Company | — | — | — | $2.0M | 4.0% | |
| Vanguard Mid-Cap Index Fund Admiral Shares Registered Investment Company | — | — | — | $869K | 1.7% | |
| Federated Hermes Total Return Government Bond Fund Registered Investment Company | — | — | — | $830K | 1.6% | |
| The Gabelli U.S. Treasury Money Market Fund Money Market Fund | — | — | — | $812K | 1.6% | |
| Galliard Retirement Income Fund Stable Value Common Collective Trust Fund | — | — | — | $789K | 1.5% | |
| GG G RETIRE INC F35 GREAT GRAY TRUST COMPANY · EIN 20-5886387 / PN 082 | Common Collective Trust | — | — | $789K | 1.5% | |
| Vanguard Total Bond Market Index Fund Admiral Shares Registered Investment Company | — | — | — | $330K | 0.6% | |
| Vanguard Emerging Markets Stock Index Fund Admiral Shares Registered Investment Company | — | — | — | $142K | 0.3% | |
| Vanguard Short-Term Investment-Grade Fund Admiral Shares Registered Investment Company | — | — | — | $115K | 0.2% | |
| PIMCO StocksPLUS International Fund Institutional Class Registered Investment Company | — | — | — | $114K | 0.2% | |
| Columbia Emerging Markets Bond Fund Institutional 3 Class Registered Investment Company | — | — | — | $59K | 0.1% | |
| Brown Advisory Sustainable Growth Fund Institutional Shares Registered Investment Company | — | — | — | $55K | 0.1% | |
| Goldman Sachs International Equity ESG Fund Class R6 Registered Investment Company | — | — | — | $41K | <0.1% | |
| Fidelity Government Money Market Fund Class K6 Money Market Fund | — | — | — | $16K | <0.1% | |
| American Century Inflation-Adjusted Bond Fund R6 Class Registered Investment Company | — | — | — | $14K | <0.1% | |
| Calvert Core Bond I Registered Investment Company | — | — | — | $9K | <0.1% |
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