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Original filing (PDF)20250925125823NAL0003548931001
SILTRONIC CORPORATION
Form 5500
FILING_RECEIVED
SILTRONIC CORPORATION SAVINGS PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
360
Accounts w/ balance
691
Plan assets (EOY)
$161.8M
Net assets (EOY)
$161.8M
How this plan invests
This plan
2 pooled trusts
Schedule D
32 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
98
/ 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
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Helping the score
- Below-peer total fees (6 bps vs 10 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SILTRONIC CORPORATION.
Plan sponsor
Name
SILTRONIC CORPORATION
EIN
94-2518330
Address
7200 N W FRONT AVENUE · PORTLAND, OR · 972103676
Phone
(503) 219-7803
Industry
Manufacturingsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
005
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-09-25
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2R · Participant-directed brokerage (SDBA)
2S · Automatic enrollment
3F · Sponsor used leased employees
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
PERKINS & COMPANY, PC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsOther
4| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SAGEVIEW ADVISORY GROUP LLC | — | IRVINE, CA | NONE | $43K | — |
| EDELMAN FINANCIAL ENGINES | — | SUNNYVALE, CA | NONE | $41K | — |
| T ROWE PRICE RPS INC | — | BALTIMORE, MD | NONE | $5K | — |
| CHARLES SCHWAB & CO., INC. | 94-1737782 | — | NONE | $264 | — |
Investments
30 direct securities · 2 pooled funds· $161.7M(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.
Uncategorized
$107.0M
30 holdings
Common Collective Trust
$54.7M
2 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| TRP STABLE VALUE COMMON TRUST FUND T. ROWE PRICE TRUST COMPANY · EIN 52-1309931 / PN 001 | Common Collective Trust | — | — | $32.6M | 20.1% | |
| T. Rowe Price Growth Stock Fund Mutual fund a | — | — | — | $24.1M | 14.9% | |
| T. ROWE PRICE EQUITY INDEX TRUST T. ROWE PRICE TRUST COMPANY · EIN 52-6559833 / PN 001 | Common Collective Trust | — | — | $22.1M | 13.7% | |
| American New Perspectives R6 Mutual fund a | — | — | — | $8.1M | 5.0% | |
| Self-directed brokerage accounts Self-directed accounts a | — | — | — | $8.0M | 4.9% | |
| Vanguard International Growth Institutional Fund Mutual fund a | — | — | — | $7.6M | 4.7% | |
| T. Rowe Price Target 2030 Inv Fund Mutual fund a | — | — | — | $5.7M | 3.5% | |
| Dodge and Cox Stock Fund Mutual fund a | — | — | — | $5.0M | 3.1% | |
| T. Rowe Price Target 2040 Inv Fund Mutual fund a | — | — | — | $4.9M | 3.0% | |
| Vanguard Selected Value Fund Mutual fund a | — | — | — | $4.8M | 3.0% | |
| Baird MidCap Growth Inst Fund Mutual fund a | — | — | — | $4.7M | 2.9% | |
| Allspring Core Bond Instl Fund Mutual fund a | — | — | — | $4.7M | 2.9% | |
| Artisan International Value Fund Mutual fund a | — | — | — | $3.4M | 2.1% | |
| T. Rowe Price Target 2045 Inv Fund Mutual fund a | — | — | — | $2.5M | 1.6% | |
| Pimco Diversified Income Admin Mutual fund a | — | — | — | $2.5M | 1.6% | |
| Westwood Small Cap Instl Fund Mutual fund a | — | — | — | $2.0M | 1.3% | |
| T. Rowe Price Target 2035 Inv Fund Mutual fund a | — | — | — | $1.9M | 1.2% | |
| T. Rowe Price Target 2055 Inv Fund Mutual fund a | — | — | — | $1.9M | 1.2% | |
| PGIM High-Yield R6 Mutual fund a | — | — | — | $1.8M | 1.1% | |
| T. Rowe Price Target 2025 Inv Fund Mutual fund a | — | — | — | $1.7M | 1.1% | |
| AMG TimeSquare Small Cap Growth Class Z Mutual fund a | — | — | — | $1.7M | 1.0% | |
| T. Rowe Price Target 2060 Inv Fund Mutual fund a | — | — | — | $1.6M | 1.0% | |
| T. Rowe Price Target 2005 Inv Fund Mutual fund a | — | — | — | $1.6M | 1.0% | |
| T. Rowe Price Target 2020 Inv Fund Mutual fund a | — | — | — | $1.2M | 0.8% | |
| T. Rowe Price Target 2050 Inv Fund Mutual fund a | — | — | — | $1.2M | 0.8% | |
| Vanguard Emerging Markets Select Fund Mutual fund a | — | — | — | $1.1M | 0.7% | |
| Non interest-bearing cash Non interest-bearing cash a 73 * Participant loans Interest rates of 5.25% - 10.50% - | — | — | — | $1.0M | 0.6% | |
| T. Rowe Price Target 2065 Inv Fund Mutual fund a | — | — | — | $740K | 0.5% | |
| Pimco Inflation Response Multi-Asset Fund Class I-2 Mutual fund a | — | — | — | $685K | 0.4% | |
| T. Rowe Price Target 2010 Inv Fund Mutual fund a | — | — | — | $518K | 0.3% | |
| T. Rowe Price Target 2015 Inv Fund Mutual fund a | — | — | — | $112K | <0.1% | |
| T. Rowe Price U.S. Treasury Money Fund Mutual fund a | — | — | — | $82K | <0.1% |