How big is Vinyl Technology Inc.'s plan?

Vinyl Technology Inc.'s plan reported $5.1M in assets and 191 participants for 2023.

Original filing (PDF)20241015154220NAL0028975793001

Vinyl Technology Inc.

Name: Vinyl Technology Inc. — Vinyl Technology Inc. 401(k), Form 5500 (2023)
Creator: Vinyl Technology Inc.
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Vinyl Technology Inc. 401(k) Profit Sharing Plan & Trust

401(k) retirement plan · Vinyl Technology Inc.'s Vinyl Technology Inc. 401(k) Profit Sharing Plan & Trust held $5.1M in plan assets for 191 participants in 2023, with Paychex as recordkeeper.

Signals · 1

Possibly inadequate fidelity bond

Active participants

191

Accounts w/ balance

202

Plan assets (EOY)

$5.1M

Net assets (EOY)

$5.1M

People on this filing

Mary Marroquin signed Vinyl Technology Inc.'s 2023 Form 5500 as plan administrator.

Mary Marroquin — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Vinyl Technology Inc.'s EIN is 95-3784784.

EIN 95-3784784

Plan number 001

Plan year 2023

ACK ID 20241015154220NAL0028975793001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for Vinyl Technology Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

Vinyl Technology Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for VINYL TECHNOLOGY INC..

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How this plan invests

This plan

32 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

Above-average plan

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool.

Compliance & integrity

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Fidelity bond appears below the 10%-of-assets requirement.

Plan sponsor

Name

VINYL TECHNOLOGY INC.

EIN

all filings

Address

200 RAILROAD AVE · MONROVIA, CA · 91016

Phone

(626) 443-5257

Industry

Manufacturing

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2023-01-01

Tax period

2023-12-31

Filed

2024-10-15

Pension benefit codes

2A · Age/service weighted or new comparability

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)

Service providers (Schedule C)

2 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
PAYCHEX, INC.	16-1124166	ROCHESTER, NY	RECORDKEEPER	$10K	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
GLOBAL RETIREMENT PARTNERS, LLC	93-3957830	SAN RAFAEL, CA	ADVISOR	$10K	—

Investments

32 direct securities· $5.1M(100% of reported assets)

Mutual Funds

$3.9M

20 holdings

Other securities

$856K

8 holdings

Bonds / Notes

$139K

1 holding

Cash / Money Market

$128K

1 holding

U.S. Treasuries

$40K

1 holding

Common Collective Trusts

$15K

1 holding

					% of plan
American Funds 2030 Target Date Retirement Fund Class R-6 -	Mutual Funds	—	—	$1.0M	20.6%
American Funds 2035 Target Date Retirement Fund Class R-6 -	Mutual Funds	—	—	$802K	15.8%
American Funds 2025 Target Date Retirement Fund Class R-6 -	Mutual Funds	—	—	$638K	12.6%
PGIM Jennison Growth Fund - Class R6 -	Other securities	—	—	$326K	6.4%
American Funds 2020 Target Date Retirement Fund Class R-6 -	Mutual Funds	—	—	$316K	6.2%
American Funds 2040 Target Date Retirement Fund Class R-6 -	Mutual Funds	—	—	$253K	5.0%
BlackRock High Yield Bond Portfolio Class A -	Other securities	—	—	$201K	3.9%
Notes Receivable from Stated interest rates from 4.25% to 9.50% maturing at -	Bonds / Notes	—	—	$139K	2.7%
MFS Core Equity Fund Class R6 -	Mutual Funds	—	—	$132K	2.6%
Participants various dates through February 2028 Interest-bearing cash -	Cash / Money Market	—	—	$128K	2.5%
Delaware Small Cap Core Fund Class R6 -	Other securities	—	—	$118K	2.3%
American Funds 2050 Target Date Retirement Fund Class R-6 -	Mutual Funds	—	—	$116K	2.3%
American Funds 2055 Target Date Retirement Fund Class R-6 -	Mutual Funds	—	—	$107K	2.1%
American Funds 2045 Target Date Retirement Fund Class R-6 -	Mutual Funds	—	—	$90K	1.8%
Invesco Developing Markets Fund Class R6 -	Mutual Funds	—	—	$81K	1.6%
American Funds The Bond Fund of America Class R-6 -	Mutual Funds	—	—	$74K	1.4%
American Funds 2060 Target Date Retirement Fund Class R-6 -	Mutual Funds	—	—	$73K	1.4%
American Funds 2015 Target Date Retirement Fund Class R-3 -	Mutual Funds	—	—	$70K	1.4%
Allspring Special Mid Cap Value Fund - Class R6 -	Other securities	—	—	$67K	1.3%
Delaware Ivy Mid Cap Growth Fund Class R6 -	Other securities	—	—	$60K	1.2%
Fidelity Mid Cap Index -	Mutual Funds	—	—	$53K	1.0%
Goldman Sachs Small Cap Value Insights Fund Class R6 -	Other securities	—	—	$52K	1.0%
JPMorgan Government Bond Fund Class R6 -	U.S. Treasuries	—	—	$40K	0.8%
Allspring Discovery SMID Cap Growth Fund - Class R6 -	Other securities	—	—	$23K	0.4%
American Funds 2015 Target Date Retirement Fund Class R-6 -	Mutual Funds	—	—	$20K	0.4%
Fidelity 500 Index -	Common Collective Trusts	—	—	$15K	0.3%
American Funds 2010 Target Date Retirement Fund Class R-6 -	Mutual Funds	—	—	$14K	0.3%
T. Rowe Price Spectrum International Equity Fund -	Other securities	—	—	$10K	0.2%
American Funds New Perspective Fund Class R-6 -	Mutual Funds	—	—	$7K	0.1%
Fidelity Total International Index -	Mutual Funds	—	—	$4K	<0.1%
Fidelity Small Cap Index -	Mutual Funds	—	—	$3K	<0.1%
American Funds 2065 Target Date Retirement Fund Class R-6 -	Mutual Funds	—	—	$3K	<0.1%