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Original filing (PDF)20250715052251NAL0003962946001
VIRCO MFG. CORPORATION
Form 5500
FILING_RECEIVED
VIRCO MFG. CORPORATION 401K PLAN
401(k) retirement plan
Signals · 1
19% employer stock
Active participants
758
Accounts w/ balance
887
Plan assets (EOY)
$63.8M
Net assets (EOY)
$63.8M
How this plan invests
This plan
14 pooled trusts
Schedule D
33 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
89
/ 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
88
Total plan cost
65
Vendor stack
100
Participation health
100
Knocking points off
- 19% of plan in employer / sponsor stock.
- 31 bps in Schedule C fees — 92% above peer band of 16 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for VIRCO MFG. CORPORATION.
Plan sponsor
Name
VIRCO MFG. CORPORATION
EIN
95-1613718
Address
2027 HARPERS WAY · TORRANCE, CA · 90501
Phone
(310) 533-3390
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
2025-07-15
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)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
KBF CPAS -AUDIT, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsRecordkeeper
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $37K | — |
| ADP BROKER-DEALER | 22-3319984 | — | RECORD KEEPER | $0 | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| RESOURCES INVESTMENT ADVISORS, INC. | 43-1451524 | — | CONSULTANT | $116K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ALERA INVESTMENT ADVISORS, LLC | 82-1301701 | — | INVESTMENT/FINANCIAL ADVI | $42K | — |
Investments
19 direct securities · 14 pooled funds· $62.0M(97% 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.
Common Collective Trust
$34.3M
14 holdings
Registered Investment Companies
$16.1M
18 holdings
OTHER
$11.6M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| INVESTMENTS VIRCO COMPANY STOCK | OTHER | — | — | $11.6M | 18.1% | |
| NUVTIAA LC 2025 J SEI TRUST COMPANY · EIN 27-2402927 / PN 043 | Common Collective Trust | — | — | $9.6M | 15.0% | |
| NUVTIAA LC 2030 J SEI TRUST COMPANY · EIN 27-2402927 / PN 043 | Common Collective Trust | — | — | $6.4M | 10.0% | |
| FID 500 IND | Registered Investment Companies | — | — | $5.5M | 8.7% | |
| NUVTIAA LC 2035 J SEI TRUST COMPANY · EIN 27-2402927 / PN 043 | Common Collective Trust | — | — | $4.9M | 7.6% | |
| NUVTIAA LC 2040 J SEI TRUST COMPANY · EIN 27-2402927 / PN 043 | Common Collective Trust | — | — | $2.8M | 4.3% | |
| METLIFE REL ST VAL 25053 - 10 RELIANCE TRUST COMPANY · EIN 46-6625485 / PN 001 | Common Collective Trust | — | — | $2.4M | 3.7% | |
| NUVTIAA LC 2045 J SEI TRUST COMPANY · EIN 27-2402927 / PN 043 | Common Collective Trust | — | — | $2.3M | 3.6% | |
| NUVTIAA LC 2020 J SEI TRUST COMPANY · EIN 27-2402927 / PN 043 | Common Collective Trust | — | — | $1.9M | 3.0% | |
| NUVTIAA LC INCOME J SEI TRUST COMPANY · EIN 27-2402927 / PN 043 | Common Collective Trust | — | — | $1.4M | 2.2% | |
| COLUMBIA GLOBAL TECH GROWTH I | Registered Investment Companies | — | — | $1.4M | 2.2% | |
| VANGUARD MID CAP INDEX - ADM | Registered Investment Companies | — | — | $1.3M | 2.0% | |
| NUVTIAA LC 2050 J SEI TRUST COMPANY · EIN 27-2402927 / PN 043 | Common Collective Trust | — | — | $1.2M | 1.8% | |
| VANGUARD SMALL CAP INDEX ADMRL | Registered Investment Companies | — | — | $1.1M | 1.8% | |
| AMERFUNDS AMER BALANCED - R5 | Registered Investment Companies | — | — | $1.1M | 1.7% | |
| FIDELITY BLUE CHIP GROWTH K | Registered Investment Companies | — | — | $969K | 1.5% | |
| NUVTIAA LC 2060 J SEI TRUST COMPANY · EIN 27-2402927 / PN 043 | Common Collective Trust | — | — | $677K | 1.1% | |
| NUVTIAA LC 2055 J SEI TRUST COMPANY · EIN 27-2402927 / PN 043 | Common Collective Trust | — | — | $673K | 1.1% | |
| AMERICAN FUNDS EUROPAC GRO- R5 | Registered Investment Companies | — | — | $558K | 0.9% | |
| HARTFORD STRAT INC R5 | Registered Investment Companies | — | — | $541K | 0.8% | |
| BARON SMALL CAP FUND BARON SMA | Registered Investment Companies | — | — | $482K | 0.8% | |
| PRINCIPAL MIDCAP R5 | Registered Investment Companies | — | — | $449K | 0.7% | |
| NEU LARGE CAP VALUE - R6 | Registered Investment Companies | — | — | $439K | 0.7% | |
| GOLDMAN SACHS FIN SQ GOVT R6 | Registered Investment Companies | — | — | $409K | 0.6% | |
| ALLSPRING CORE PLUS BOND R6 | Registered Investment Companies | — | — | $397K | 0.6% | |
| VICTORY ESTABLISHED VALUE I | Registered Investment Companies | — | — | $358K | 0.6% | |
| BLK INTERNATIONAL INST | Registered Investment Companies | — | — | $356K | 0.6% | |
| AMERICAN FUNDS NEW WRLD - R5 | Registered Investment Companies | — | — | $280K | 0.4% | |
| VICTORY SMALL CO OPPORTUNITY I | Registered Investment Companies | — | — | $262K | 0.4% | |
| FIRST EAGLE GLOBAL R6 | Registered Investment Companies | — | — | $183K | 0.3% | |
| NUVTIAA LC 2065 J SEI TRUST COMPANY · EIN 27-2402927 / PN 043 | Common Collective Trust | — | — | $142K | 0.2% | |
| NUVTIAA LC 2015 J SEI TRUST COMPANY · EIN 27-2402927 / PN 043 | Common Collective Trust | — | — | $6K | <0.1% | |
| NUVTIAA LC 2010 J SEI TRUST COMPANY · EIN 27-2402927 / PN 043 | Common Collective Trust | — | — | $3K | <0.1% |