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Original filing (PDF)20250530134532NAL0005287283001
MAGNETIKA, INC.
Form 5500
FILING_RECEIVED
MAGNETIKA, INC. 401(K) PLAN
401(k) retirement plan
Signals · 1
Late filing · 30.5 mo
Active participants
132
Accounts w/ balance
141
Plan assets (EOY)
$6.5M
Net assets (EOY)
$6.5M
How this plan invests
This plan
1 pooled trust
Schedule D
33 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
93
/ 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
75
Concentration risk
100
Total plan cost
100
Vendor stack
100
Participation health
100
Knocking points off
- Filed 30.5 months past the 10.5-month grace window.
Helping the score
- Below-peer total fees (6 bps vs 52 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for MAGNETIKA, INC..
Plan sponsor
Name
MAGNETIKA, INC.
EIN
95-3725665
Address
2041 W 139TH ST · GARDENA, CA · 90249
Phone
(310) 527-8100
Industry
Manufacturingsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2021-01-01
Tax period
2021-12-31
Filed
2025-05-30
Pension benefit codes
2E · Profit-sharing
3D · Pre-approved plan (master / prototype / VS)
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)
Audit & trust (Schedule H)
Auditor
PDMLLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $4K | — |
Investments
33 direct securities · 1 pooled fund· $6.6M(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
$5.5M
32 holdings
Mutual Funds
$1.0M
1 holding
Common Collective Trust
$72K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| s * Fidelity Freedom 2030 Fund | Mutual Funds | — | — | $1.0M | 15.5% | |
| Fidelity 500 Index Fund | — | — | — | $659K | 10.1% | |
| Fidelity Freedom 2025 Fund | — | — | — | $635K | 9.7% | |
| Fidelity Freedom 2040 Fund | — | — | — | $520K | 8.0% | |
| Fidelity Freedom 2005 Fund | — | — | — | $434K | 6.6% | |
| Fidelity Freedom 2035 Fund | — | — | — | $382K | 5.8% | |
| MFS Growth Fund Class R3 | — | — | — | $370K | 5.7% | |
| Fidelity Freedom 2010 Fund | — | — | — | $358K | 5.5% | |
| Fidelity Freedom 2020 Fund | — | — | — | $294K | 4.5% | |
| John Hancock Janus Henderson Enterprise Fund Class A | — | — | — | $248K | 3.8% | |
| John Hancock Janus Henderson Triton Fund Class S | — | — | — | $204K | 3.1% | |
| Fidelity U.S. Bond Index Fund | — | — | — | $168K | 2.6% | |
| Fidelity Freedom 2045 Fund | — | — | — | $129K | 2.0% | |
| Fidelity Freedom 2015 Fund | — | — | — | $113K | 1.7% | |
| Invesco International Small-Mid Company Fund Class A | — | — | — | $113K | 1.7% | |
| Fidelity Freedom 2055 Fund | — | — | — | $93K | 1.4% | |
| Fidelity Freedom 2060 Fund | — | — | — | $84K | 1.3% | |
| Prudential PGIM QMA Mid-Cap Value Fund - Class A | — | — | — | $81K | 1.2% | |
| June 2026. | — | — | — | $75K | 1.2% | |
| Common Collective Trust Fund * Fidelity Managed Income Portfolio | — | — | — | $72K | 1.1% | |
| MIP CL 1 FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 024 | Common Collective Trust | — | — | $72K | 1.1% | |
| American Beacon American Beacon Small Cap Value Fund Class A | — | — | — | $72K | 1.1% | |
| Fidelity Real Estate Index Fund | — | — | — | $68K | 1.0% | |
| Prudential PGIM High Yield Fund - Class A | — | — | — | $65K | 1.0% | |
| Invesco Oppenheimer International Growth Fund Class A | — | — | — | $56K | 0.9% | |
| Pioneer Investments Pioneer Strategic Income Fund Class A | — | — | — | $47K | 0.7% | |
| American Beacon American Beacon International Equity Fund Investor Class | — | — | — | $42K | 0.6% | |
| Fidelity Freedom 2050 Fund | — | — | — | $34K | 0.5% | |
| Prudential PGIM Total Return Bond Fund - Class A | — | — | — | $27K | 0.4% | |
| Fidelity Mid Cap Index Fund | — | — | — | $25K | 0.4% | |
| Fidelity International Index Fund | — | — | — | $24K | 0.4% | |
| Fidelity Small Cap Index Fund | — | — | — | $14K | 0.2% | |
| Fidelity Freedom 2065 Fund | — | — | — | $10K | 0.2% | |
| John Hancock John Hancock Funds Disciplined Value Fund Class R2 | — | — | — | $6K | <0.1% |
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