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Original filing (PDF)20250702133647NAL0013749361001
MICROTEC INC.
Form 5500
FILING_RECEIVED
MICROTEC INC 401(K) RETIREMENT PLAN
401(k) retirement plan
Active participants
66
Accounts w/ balance
95
Plan assets (EOY)
$8.8M
Net assets (EOY)
$8.8M
How this plan invests
This plan
34 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 (20 bps vs 52 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for MICROTEC INC..
Plan sponsor
Name
MICROTEC INC.
EIN
93-0625831
Address
155 SW MADISON AVENUE · CORVALLIS, OR · 97333
Phone
(541) 753-5111
Industry
Manufacturingsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-07-02
Pension benefit codes
2E · Profit-sharing
3D · Pre-approved plan (master / prototype / VS)
2G · Total participant-directed accounts
2J · 401(k) feature
2F · ERISA section 404(c)
2T · Default investment account (QDIA)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
PENSION ASSURANCE LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsOther
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MONARCH PLAN ADVISORS. | 46-3919960 | — | NONE | $13K | — |
| THE VANGUARD GROUP, INC. | 23-1945930 | — | NONE | $5K | — |
Investments
34 direct securities· $8.8M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Target Retirement 2030 Fund Vanguard 0 | — | — | — | $1.9M | 21.5% | |
| Vanguard Target Retirement 2025 Fund Vanguard 0 | — | — | — | $1.1M | 12.7% | |
| Vanguard Target Retirement 2020 Fund Vanguard 0 | — | — | — | $960K | 10.9% | |
| Vanguard Target Retirement 2040 Fund Vanguard 0 | — | — | — | $742K | 8.4% | |
| Vanguard Target Retirement 2055 Fund Vanguard 0 | — | — | — | $602K | 6.8% | |
| Vanguard Target Retirement 2050 Fund Vanguard 0 | — | — | — | $482K | 5.5% | |
| Vanguard Target Retirement 2035 Fund Vanguard 0 | — | — | — | $451K | 5.1% | |
| Vanguard Cash Reserves Federal MM Adm Vanguard 0 | — | — | — | $429K | 4.9% | |
| JPMorgan Growth Advantage R6 JP Morgan 0 | — | — | — | $413K | 4.7% | |
| Vanguard Target Retirement 2045 Fund Vanguard 0 | — | — | — | $275K | 3.1% | |
| Vanguard Total Stock Market Index Adm Vanguard 0 | — | — | — | $189K | 2.1% | |
| Vanguard 500 Index Adm Vanguard 0 | — | — | — | $186K | 2.1% | |
| Vanguard Target Retirement 2060 Fund Vanguard 0 | — | — | — | $180K | 2.0% | |
| Vanguard Small-Cap Index Adm Vanguard 0 | — | — | — | $154K | 1.7% | |
| Vanguard Target Retirement 2065 Fund Vanguard 0 | — | — | — | $133K | 1.5% | |
| Vanguard Target Retirement Income Fund Vanguard 0 | — | — | — | $114K | 1.3% | |
| Vanguard Mid Cap Index Adm Vanguard 0 | — | — | — | $103K | 1.2% | |
| Vanguard Windsor II Inv Vanguard 0 | — | — | — | $47K | 0.5% | |
| Vanguard Selected Value Inv Vanguard 0 | — | — | — | $40K | 0.5% | |
| Vanguard Total Bond Market Index Adm Vanguard 0 | — | — | — | $36K | 0.4% | |
| Vanguard Total Intl Stock Index Adm Vanguard 0 | — | — | — | $35K | 0.4% | |
| Vanguard Emerging Mkts Stock Idx Adm Vanguard 0 | — | — | — | $34K | 0.4% | |
| Vanguard Real Estate Index Adm Vanguard 0 | — | — | — | $30K | 0.3% | |
| Vanguard International Growth Inv Vanguard 0 | — | — | — | $28K | 0.3% | |
| Vanguard Equity Income Inv Vanguard 0 | — | — | — | $25K | 0.3% | |
| Vanguard LifeStrategy Consv Growth Inv Vanguard 0 | — | — | — | $22K | 0.2% | |
| ClearBridge Select IS Legg Mason 0 | — | — | — | $22K | 0.2% | |
| Vanguard Dividend Growth Inv Vanguard 0 | — | — | — | $20K | 0.2% | |
| American Funds Inflation Linked Bd R6 American Funds 0 | — | — | — | $14K | 0.2% | |
| Various Rates and Maturities Participant's Loan Account 0 | — | — | — | $13K | 0.1% | |
| Vanguard Short-Term Bond Index Adm Vanguard 0 | — | — | — | $9K | 0.1% | |
| Vanguard Interm-Term Invst Grade Inv Vanguard 0 | — | — | — | $8K | <0.1% | |
| Vanguard LifeStrategy Moderate Gr Inv Vanguard 0 | — | — | — | $7K | <0.1% | |
| Vanguard Target Retirement 2070 Fund Vanguard 0 | — | — | — | $1K | <0.1% |