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Original filing (PDF)20240828134506NAL0005793347003
ELECTRONIC INTERFACE COMPANY, INC.
Form 5500
FILING_RECEIVED
APPLIED ENGINEERING EMPLOYEE STOCK OWNERSHIP PLAN
Defined-contribution retirement plan
Signals · 1
~8306 bps in Sched C fees
Active participants
0
Accounts w/ balance
0
Plan assets (EOY)
$27K
Net assets (EOY)
$0
Plan health score (directional)
86
/ 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
75
Total plan cost
65
Vendor stack
100
Participation health
100
Knocking points off
- 8306 bps in Schedule C fees — 5157% above peer band of 158 bps.
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ELECTRONIC INTERFACE COMPANY, INC..
Plan sponsor
Name
ELECTRONIC INTERFACE COMPANY, INC.
EIN
94-2615382
Address
6341 SAN IGNACIO AVENUE STE 10 · SAN JOSE, CA · 951191202
Phone
(408) 286-2134
Industry
Wholesale Tradesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2023
Plan year begin
2023-01-01
Tax period
2023-12-31
Filed
2024-08-28
Pension benefit codes
2I · Stock bonus
2P · Leveraged ESOP
2Q · S-corporation ESOP
2N · Code section 408 accounts and annuities
3I · Requires investment in employer securities
Audit & trust (Schedule H)
Auditor
WRIGHT FORD YOUNG & CO.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsTPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| AMBROSE ESOP ADVISORS, LLC | 75-2988337 | RIVERSIDE, CA | THIRD PARTY ADMINISTRATOR | $8K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WRIGHT FORD YOUNG & CO. | 95-3288054 | IRVINE, CA | — | $15K | — |
Investments
The Schedule of Assets is filed as a free-form PDF attachment on EFAST2; we parse these offline and coverage is partial (priority is the largest plans by EOY assets). This plan also reports no pooled (Schedule D) interests, so its holdings aren’t hidden on a master-trust filing. The line-item data lives on DOL EFAST2 under the same ACK_ID.
See Methodology > Data linkages for how Form 5500 / Schedule H / Schedule D / Schedule of Assets fit together.
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