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Original filing (PDF)20251014050301NAL0002130161001
SIMCO ELECTRONICS
Form 5500
FILING_RECEIVED
SIMCO PROFIT SHARING 401(K) PLAN
401(k) retirement plan
Signals · 1
26% in single holding
Active participants
320
Accounts w/ balance
449
Plan assets (EOY)
$26.8M
Net assets (EOY)
$26.8M
How this plan invests
This plan
5 pooled trusts
Schedule D
26 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 "INVESCO STABLE ASSET ADP30" is 26% of plan.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SIMCO ELECTRONICS.
Plan sponsor
Name
SIMCO ELECTRONICS
EIN
94-1617912
Address
3131 JAY STREET STE. 100 · SANTA CLARA, CA · 95054
Phone
(408) 734-9750
Industry
Other Services (ex. Public Admin)see 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
2025-10-14
Pension benefit codes
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
ABBOTT STRINGHAM & LYNCH
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $72K | — |
| ADP BROKER-DEALER | 22-3319984 | — | RECORD KEEPER | $0 | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ABBOTT, STRINGHAM & LYNCH | 77-0051130 | — | ACCOUNTANT | $14K | — |
Investments
21 direct securities · 5 pooled funds· $26.7M(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.
Registered Investment Companies
$14.4M
21 holdings
Common Collective Trust
$12.3M
5 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| INVESCO STABLE ASSET ADP30 INVESCO TRUST COMPANY · EIN 27-3884161 / PN 001 | Common Collective Trust | — | — | $6.9M | 25.8% | |
| STATE ST S&P 500 IDX IX STATE STREET BANK & TRUST CO · EIN 90-0337987 / PN 344 | Common Collective Trust | — | — | $3.3M | 12.2% | |
| T.ROWE PRICE RETIRE 2040 - ADV | Registered Investment Companies | — | — | $2.2M | 8.2% | |
| ALGER CAPITAL APPR INSTIT - I | Registered Investment Companies | — | — | $1.7M | 6.5% | |
| T.ROWE PRICE MID-CAP VALUE-ADV | Registered Investment Companies | — | — | $1.6M | 6.1% | |
| STATE ST S&P MD CP IDX NL J STATE STREET BANK & TRUST CO · EIN 90-0337987 / PN 347 | Common Collective Trust | — | — | $1.5M | 5.5% | |
| BLK MID CAP GR EQTY PRT - SVC | Registered Investment Companies | — | — | $1.5M | 5.5% | |
| PGIM HIGH YIELD - A | Registered Investment Companies | — | — | $1.2M | 4.6% | |
| AMERICAN FUNDS AMER BAL - R4 | Registered Investment Companies | — | — | $958K | 3.6% | |
| ALLSPRING SPECIAL SC VAL A | Registered Investment Companies | — | — | $834K | 3.1% | |
| MFS MASS INV GROWTH STOCK - R3 | Registered Investment Companies | — | — | $784K | 2.9% | |
| MFS INTL GROWTH FUND - R3 | Registered Investment Companies | — | — | $717K | 2.7% | |
| T.ROWE PRICE RETIRE 2020 - ADV | Registered Investment Companies | — | — | $579K | 2.2% | |
| STATE ST RUSS SC IDX VIII STATE STREET BANK & TRUST CO · EIN 90-0337987 / PN 340 | Common Collective Trust | — | — | $488K | 1.8% | |
| BLACKROCK EQUITY DIVIDEND - A | Registered Investment Companies | — | — | $420K | 1.6% | |
| PIMCO TOTAL RETURN - ADMIN | Registered Investment Companies | — | — | $411K | 1.5% | |
| T ROWE DIVIDEND GRTH ADV | Registered Investment Companies | — | — | $319K | 1.2% | |
| MFS VALUE FUND - R3 | Registered Investment Companies | — | — | $281K | 1.0% | |
| STATE ST INTL IDX SECLEND VIII STATE STREET BANK & TRUST CO · EIN 90-0337987 / PN 336 | Common Collective Trust | — | — | $167K | 0.6% | |
| JANUS HENDERSONTRITON FUND - S | Registered Investment Companies | — | — | $163K | 0.6% | |
| T.ROWE PRICE RETIRE 2030 - ADV | Registered Investment Companies | — | — | $148K | 0.6% | |
| T. ROWE PRICE RETIRE 2050-ADV | Registered Investment Companies | — | — | $130K | 0.5% | |
| TRP OVERSEAS STOCK ADV | Registered Investment Companies | — | — | $119K | 0.4% | |
| T. ROWE PRICE RETIRE 2060-ADV | Registered Investment Companies | — | — | $110K | 0.4% | |
| T. ROWE PRICE RETIRE BAL ADV | Registered Investment Companies | — | — | $98K | 0.4% | |
| JANUS HENDERSON ENTERPRISE - S | Registered Investment Companies | — | — | $22K | <0.1% |
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