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Original filing (PDF)20251006091948NAL0003407697001
CADDOCK ELECTRONICS, INC.
Form 5500
FILING_RECEIVED
CADDOCK ELECTRONICS EMPLOYEE 401(K) SAVINGS PLAN
401(k) retirement plan
Signals · 2
57% in single holdingNo recordkeeper disclosed
Active participants
124
Accounts w/ balance
139
Plan assets (EOY)
$13.5M
Net assets (EOY)
$13.5M
How this plan invests
This plan
7 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
87
/ 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
75
Vendor stack
80
Participation health
100
Knocking points off
- Top holding "s * Vanguard Investments Vanguard 500 Index Fund" is 57% of plan.
- No recordkeeper disclosed on Schedule C.
Helping the score
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CADDOCK ELECTRONICS, INC..
Plan sponsor
Name
CADDOCK ELECTRONICS, INC.
EIN
95-2406662
Address
17271 NORTH UMPQUA HWY · ROSEBURG, OR · 97470
Phone
(541) 496-0700
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
2025-10-06
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
SOREN MCADAM LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
No Schedule C providers reportedInvestments
7 direct securities· $13.5M(100% of reported assets)
Mutual Funds
$7.7M
1 holding
Uncategorized
$5.8M
6 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| s * Vanguard Investments Vanguard 500 Index Fund | Mutual Funds | — | — | $7.7M | 56.7% | |
| Money market funds * Vanguard Investments Vanguard Cash Reserves Federal Money Market Fund | — | — | — | $2.4M | 17.8% | |
| Vanguard Investments Vanguard Wellington Fund Investor | — | — | — | $1.5M | 11.1% | |
| Vanguard Investments Vanguard Wellesley Income Fund Investor | — | — | — | $702K | 5.2% | |
| Vanguard Investments Vanguard Short-Term Treasury Fund Investor | — | — | — | $685K | 5.1% | |
| Vanguard Investments Vanguard Intermediate-Term Treasury Fund | — | — | — | $461K | 3.4% | |
| Vanguard Investments Vanguard Treasury Money Market Fund | — | — | — | $102K | 0.8% |
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