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Original filing (PDF)20250829153400NAL0011426641001
VIEWSONIC CORPORATION
Form 5500
FILING_RECEIVED
VIEWSONIC CORPORATION 401(K) PLAN AND TRUST
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
267
Accounts w/ balance
332
Plan assets (EOY)
$46.8M
Net assets (EOY)
$46.8M
How this plan invests
This plan
36 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
98
/ 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
100
Total plan cost
100
Vendor stack
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for VIEWSONIC CORPORATION.
Plan sponsor
Name
VIEWSONIC CORPORATION
EIN
95-4120606
Address
10 POINTE DRIVE · BREA, CA · 92821
Phone
(909) 444-8935
Industry
Software Publishers· Information / Tech / Mediasee all
Plan administrator
Name
VIEWSONIC CORPORATION
EIN
95-4120606
City
WALNUT, CA
Phone
(909) 444-8935
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-08-29
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2R · Participant-directed brokerage (SDBA)
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
WITHUMSMITH+BROWN, PC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
5 rowsAdvisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MORGAN STANLEY GLOBAL BANKING OPERA | 26-4310632 | — | CONSULTANT | $0 | — |
TPA / Administrator
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $116K | — |
| ACTUARIAL BENEFITS CORP. | 20-1054428 | — | TPA SERVICES | $0 | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WITHUM | 22-2027092 | — | ACCOUNTANT | $7K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MORNINGSTAR INVESTMENT MANAGEMENT L | 36-4317381 | — | INV ADV, PARTICIPANTS | $0 | — |
Investments
36 direct securities· $43.9M(94% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fixed Income Guaranteed Option | — | — | — | $7.2M | 15.4% | |
| 500 Index Fund | — | — | — | $5.8M | 12.5% | |
| Large Cap Value Fund | — | — | — | $3.0M | 6.5% | |
| Jennison Growth Fund | — | — | — | $2.9M | 6.1% | |
| Alger Capital Appreciation Institutional Fund | — | — | — | $2.7M | 5.7% | |
| Self-Directed Brokerage Account | — | — | — | $2.5M | 5.4% | |
| Global Total Return Fund | — | — | — | $2.5M | 5.3% | |
| International Diversification Fund | — | — | — | $2.1M | 4.5% | |
| Emerging Markets Fund | — | — | — | $1.8M | 3.8% | |
| Sycamore Established Value Fund | — | — | — | $1.4M | 3.1% | |
| Target 2035 Fund | — | — | — | $1.2M | 2.6% | |
| Small-Cap Index Fund | — | — | — | $1.0M | 2.2% | |
| Mid-Cap Index Fund | — | — | — | $962K | 2.1% | |
| Target 2025 Fund | — | — | — | $958K | 2.0% | |
| Mid-Cap Growth Equity Fund | — | — | — | $907K | 1.9% | |
| Small Cap Growth Fund | — | — | — | $871K | 1.9% | |
| Target 2065 Fund | — | — | — | $823K | 1.8% | |
| Small Company Opportunity Fund | — | — | — | $794K | 1.7% | |
| Target 2040 Fund | — | — | — | $715K | 1.5% | |
| Target 2030 Fund | — | — | — | $658K | 1.4% | |
| Invesco Global Fund | — | — | — | $603K | 1.3% | |
| Brandywine Global Credit Opportunities Fund | — | — | — | $445K | 1.0% | |
| Notes Receivable from Participants | — | — | — | $416K | 0.9% | |
| Target 2020 Fund | — | — | — | $256K | 0.5% | |
| Incore Fund For Income Fund | — | — | — | $227K | 0.5% | |
| Target 2050 Fund | — | — | — | $209K | 0.4% | |
| Emerging Markets Debt Fund | — | — | — | $192K | 0.4% | |
| International Index Fund | — | — | — | $167K | 0.4% | |
| EuroPacific Growth Fund | — | — | — | $115K | 0.2% | |
| US Bond Index Fund | — | — | — | $83K | 0.2% | |
| Target 2055 Fund | — | — | — | $76K | 0.2% | |
| Target 2045 Fund | — | — | — | $73K | 0.2% | |
| Emerging Markets Index Fund | — | — | — | $59K | 0.1% | |
| Target 2060 Fund | — | — | — | $28K | <0.1% | |
| Target 2010 Fund | — | — | — | $14K | <0.1% | |
| International New Discovery Fund | — | — | — | $157 | <0.1% |
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