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Original filing (PDF)20250819155600NAL0001223187001
LECTROSONICS, INC.
Form 5500
FILING_RECEIVED
LECTROSONICS, INC. 401(K) PLAN
401(k) retirement plan
Active participants
74
Accounts w/ balance
108
Plan assets (EOY)
$17.8M
Net assets (EOY)
$17.8M
How this plan invests
This plan
33 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
91
/ 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
65
Vendor stack
100
Participation health
100
Knocking points off
- 46 bps in Schedule C fees — 60% above peer band of 29 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for LECTROSONICS, INC..
Plan sponsor
Name
LECTROSONICS, INC.
EIN
85-0212816
Address
P.O. BOX 15900 · RIO RANCHO, NM · 87124
Phone
(505) 892-4501
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
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)
Audit & trust (Schedule H)
Auditor
BACA & HOWARD, P.C
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| JULY BUSINESS SERVICES LLC | 74-2715820 | WACO, TX | RECORDKEEPER | $24K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| DUBUQUE BANK AND TRUST COMPANY | — | DUBUQUE, IA | NONE | $59K | — |
Investments
33 direct securities· $17.8M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity 500 Index | — | — | — | $4.2M | 23.7% | |
| Insured Investment Account DB&T FDIC Insured Investment Account | — | — | — | $1.8M | 9.9% | |
| JPMorgan Large Cap Growth Fund Class R6 | — | — | — | $1.6M | 8.8% | |
| Nuveen Lifecycle Index 2030 | — | — | — | $1.3M | 7.4% | |
| John Hancock Funds Disc Value Mid Cap R6 | — | — | — | $1.1M | 6.4% | |
| Balanced Funds Vanguard Balanced Index Fund | — | — | — | $835K | 4.7% | |
| Baird Mid Cap Growth Equity Portfolio Class k | — | — | — | $819K | 4.6% | |
| Equity Funds MFS Value R6 | — | — | — | $800K | 4.5% | |
| Nuveen Lifecycle Index 2010 | — | — | — | $795K | 4.5% | |
| Nuveen Lifecycle Index 2040 | — | — | — | $552K | 3.1% | |
| Hartford Schroders International Stock Fund Class SDR | — | — | — | $541K | 3.0% | |
| Vanguard Wellesley Income Fund Admiral Shares | — | — | — | $480K | 2.7% | |
| Vanguard Inflation Protected Securities Admiral | — | — | — | $412K | 2.3% | |
| Nuveen Lifecycle Index 2050 | — | — | — | $398K | 2.2% | |
| Fixed Income Funds Federated Institutional High Yield Bond Fund | — | — | — | $372K | 2.1% | |
| Schwab Small Cap Index Fund | — | — | — | $238K | 1.3% | |
| Invesco Small Cap Value Fund Class R6 | — | — | — | $216K | 1.2% | |
| Fidelity Advisor Investment Gr Bd Z | — | — | — | $197K | 1.1% | |
| Invesco International Small-Mid Company Fund Class R6 | — | — | — | $162K | 0.9% | |
| TIAA-CREF Real Estate Securities Fund Institutional Class | — | — | — | $158K | 0.9% | |
| Participant loans Maturity dates ranging from January 12,2024 to July | — | — | $12K | $137K | 0.8% | |
| Nuveen Lifecycle Index 2065 | — | — | — | $130K | 0.7% | |
| Nuveen Lifecycle Index 2060 | — | — | — | $119K | 0.7% | |
| Nuveen Lifecycle Index 2035 | — | — | — | $111K | 0.6% | |
| Nuveen Lifecycle Index 2055 | — | — | — | $70K | 0.4% | |
| Nuveen Lifecycle Index 2045 | — | — | — | $70K | 0.4% | |
| Vanguard Mid-Cap Index Fund Admiral Shares | — | — | — | $53K | 0.3% | |
| International Equity Funds JP Morgan Emerging Markets Equity R6 | — | — | — | $48K | 0.3% | |
| Nuveen Lifecycle Index 2015 Fund Institutional 210 Commodity Fund Parametric Commodity Strategy | — | — | — | $45K | 0.3% | |
| Participant Directed Fund Participant Directed Brokerage Account | — | — | — | $20K | 0.1% | |
| Nuveen Lifecycle Index 2025 | — | — | — | $20K | 0.1% | |
| Lord Abbett Short Duration Income | — | — | — | $8K | <0.1% | |
| Receivable | — | — | — | $3K | <0.1% |
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