Back to filter
Original filing (PDF)20250923214636NAL0007422896001
SCREENBEAM INC.
Form 5500
FILING_RECEIVED
SCREENBEAM INC. 401(K) SAVINGS PLAN
401(k) retirement plan
Signals · 1
25% in single holding
Active participants
62
Accounts w/ balance
125
Plan assets (EOY)
$26.2M
Net assets (EOY)
$26.2M
How this plan invests
This plan
5 pooled trusts
Schedule D
27 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
97
/ 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
87
Total plan cost
100
Vendor stack
100
Participation health
100
Knocking points off
- Top holding "Columbia Dividend Value Pooled Separate Account ** 38 Large Cap Growth/JP Morgan Investment Management Fund Pooled Separate Account" is 25% of plan.
Helping the score
- Below-peer total fees (6 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SCREENBEAM INC..
Plan sponsor
Name
SCREENBEAM INC.
EIN
84-2325892
Address
220 DEVCON DR · SAN JOSE, CA · 951124210
Phone
(408) 752-7700
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
2025-09-23
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)
3B · Covers self-employed individuals
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
MILLER KAPLAN ARASE LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
5 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INS CO OF AMERICA | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $0 | — |
Broker
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SECURITIES AMERICA INC | — | LA VISTA, NE | BROKER/ADVISER | $0 | — |
| OSAIC WEALTH INC | — | JERSEY CITY, NJ | BROKER/ADVISER | $0 | — |
Other
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MILLER, KAPLAN, ARASE LLP | — | BURBANK, CA | OTHER | $14K | — |
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $324 | — |
Investments
25 direct securities · 5 pooled funds· $26.3M(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
$18.2M
25 holdings
Pooled Separate Account
$6.7M
2 holdings
Common Collective Trust
$1.4M
3 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| LARGE CAP GROWTH/JP MORGAN INVST MG EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 141 | Pooled Separate Account | — | — | $6.7M | 25.4% | |
| Fidelity 500 Index Fund Mutual Fund | — | — | — | $3.7M | 14.1% | |
| MFS Massachusetts Investors Growth Stock Fund Mutual Fund | — | — | — | $2.4M | 9.2% | |
| MFS Corporate Bond Fund Mutual Fund | — | — | — | $2.0M | 7.7% | |
| Eaton Vance Income Fund of Boston Mutual Fund | — | — | — | $1.5M | 5.5% | |
| INVESCO STABLE VALUE TRUST - I INVESCO · EIN 84-1142974 / PN 001 | Common Collective Trust | — | — | $1.4M | 5.3% | |
| American Funds Growth Fund of America Mutual Fund | — | — | — | $1.2M | 4.5% | |
| MFS Global Equity Fund Mutual Fund | — | — | — | $984K | 3.8% | |
| Victory Sycamore Established Value Fund Mutual Fund | — | — | — | $910K | 3.5% | |
| MFS Conservative Allocation Fund Mutual Fund | — | — | — | $834K | 3.2% | |
| Franklin Small-Mid Cap Growth Fund Mutual Fund | — | — | — | $824K | 3.1% | |
| American Funds Fundamental Investors Fund Mutual Fund | — | — | — | $611K | 2.3% | |
| Janus Henderson Triton Fund Mutual Fund | — | — | — | $541K | 2.1% | |
| First Eagle Gold Fund Mutual Fund | — | — | — | $530K | 2.0% | |
| American Funds New World Mutual Fund | — | — | — | $436K | 1.7% | |
| MFS Research International Fund Mutual Fund | — | — | — | $408K | 1.6% | |
| American Funds Balanced Fund Mutual Fund | — | — | — | $289K | 1.1% | |
| Victory Sycamore Small Company Opportunity Fund Mutual Fund | — | — | — | $244K | 0.9% | |
| MFS Aggressive Growth Allocation Fund Mutual Fund | — | — | — | $172K | 0.7% | |
| MFS Utilities Fund Mutual Fund | — | — | — | $149K | 0.6% | |
| maturing through December 2029 | — | — | — | $106K | 0.4% | |
| Invesco Small Cap Equity Fund Mutual Fund | — | — | — | $104K | 0.4% | |
| MFS Total Return Fund Mutual Fund | — | — | — | $84K | 0.3% | |
| MFS Growth Allocation Fund Mutual Fund | — | — | — | $63K | 0.2% | |
| Cohen & Steers US Realty CIT CLA Common/Collective Trust | — | — | — | $52K | 0.2% | |
| Fidelity Advisor Energy Fund Mutual Fund | — | — | — | $49K | 0.2% | |
| COHEN AND STEERS U S REALTY CIT CLA COHEN AND STEERS REALTY SHARES · EIN 47-1211722 / PN 000 | Common Collective Trust | — | — | $46K | 0.2% | |
| Invesco Main Street Mid Cap Fund Mutual Fund | — | — | — | $8K | <0.1% | |
| COLUMBIA DIVIDEND VALUE EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 785 | Pooled Separate Account | — | — | $38 | <0.1% | |
| INVESCO STABLE VALUE TRUST V INVESCO · EIN 84-1142974 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% |
Related plans
Other plans using MILLER, KAPLAN, ARASE LLP
TRUSTEES OF THE NATIONAL ELECTRICAL BENEFIT FUND
NATIONAL ELECTRICAL BENEFIT FUND
$20.4B · 343,794 participants
B/O/T UNITED ASSOCIATION NATIONAL PENSION FUND
UNITED ASSOCIATION NATIONAL PENSION FUND
$7.1B · 88,454 participants
BOARD OF TRUSTEES, SO CA UFCW UNIONS & FOOD EMPLOYERS
SOUTHERN CALIFORNIA UFCW UNIONS AND FOOD EMPLOYERS JOINT PENSION TRUST FUND
$6.5B · 55,507 participants
BOARD OF DIRECTORS, MOTION PICTURE INDUSTRY PENSION
MOTION PICTURE INDUSTRY INDIVIDUAL ACCOUNT PLAN
$6.2B · 61,140 participants
BOARD OF DIRECTORS, MOTION PICTURE INDUSTRY PENSION
MOTION PICTURE INDUSTRY PENSION PLAN
$5.9B · 61,464 participants
BOARD OF TRUSTEES, PENSION TRUST FUND FOR OPERATING
PENSION TRUST FUND FOR OPERATING ENGINEERS
$5.4B · 20,793 participants
Similar-size Manufacturing plans
NORTH AMERICAN VIDEO CORPORTION
THE NAVCO RETIREMENT SAVINGS PLAN
$26.4M · 211 participants
ATX NETWORKS (DALLAS) CORP.
ATX NETWORKS 401(K) PLAN
$27.9M · 112 participants
MITEK CORPORATION
MITEK EMPLOYEES' RETIREMENT SAVINGS PLAN
$30.4M · 324 participants
ROCKFORD CORPORATION
ROCKFORD CORPORATION 401(K) RETIREMENT SAVINGS PLAN
$21.9M · 108 participants
STARIN MARKETING, INC.
STARIN MARKETING, INC. RETIREMENT PLAN
$20.6M · 123 participants
A-V SERVICES, INC.
A-V SERVICES, INC. EMPLOYEE STOCK OWNERSHIP PLAN
$32.3M · 218 participants
Large plans in California
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND
$215.1B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND E
$190.9B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND F
$188.1B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
RUSSELL 1000 INDEX FUND
$187.7B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
CASH EQUIVALENT FUND II
$125.0B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
BLACKROCK MSCI ACWI EX-US IMI INDEX FUND E
$88.3B