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Original filing (PDF)20251001100237NAL0020796370001
SOMACIS INC
Form 5500
FILING_RECEIVED
SOMACIS INC 401(K) SALARY REDUCTION PLAN AND TRUST
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
140
Accounts w/ balance
114
Plan assets (EOY)
$4.5M
Net assets (EOY)
$4.5M
How this plan invests
This plan
1 pooled trust
Schedule D
26 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 SOMACIS INC.
Plan sponsor
Name
SOMACIS INC
EIN
99-0376521
Address
13500 DANIELSON ST. · POWAY, CA · 920646874
Phone
(858) 513-2200
Industry
Manufacturingsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
003
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-01
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
LEAF & COLE LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsOther
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LINCOLN NATIONAL CORPORATION | 35-1140070 | — | SERVICE PROVIDER | $25K | — |
Investments
26 direct securities · 1 pooled fund· $8.3M(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
$4.5M
26 holdings
Pooled Separate Account
$3.8M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| LINCOLN LIFE SEPARATE ACCOUNT 4K LINCOLN NATIONAL LIFE INSURANCE CO. · EIN 35-0472300 / PN 402 | Pooled Separate Account | — | — | $3.8M | 83.2% | |
| Vanguard Target Retirement 2020 | — | — | — | $856K | 18.8% | |
| Vanguard Target Retirement 2030 | — | — | — | $828K | 18.2% | |
| Lincoln National Life - Director Guaranteed Account, at contract value | — | — | — | $672K | 14.8% | |
| Vanguard LifeStrategy Growth Fund | — | — | — | $412K | 9.1% | |
| Vanguard LifeStrategy Moderate Growth Fund | — | — | — | $322K | 7.1% | |
| Vanguard Target Retirement 2040 | — | — | — | $219K | 4.8% | |
| State Street Global Investors State St S&P 500 Index NL | — | — | — | $163K | 3.6% | |
| Vanguard Target retirement 2060 | — | — | — | $161K | 3.5% | |
| Vanguard Target retirement 2025 ** 706 * Participant Loans Interest Rates - 4.25% to 9.50% -0- | — | — | — | $91K | 2.0% | |
| State Street Global Investors State St Russel Sm Cap Val Index NL | — | — | — | $82K | 1.8% | |
| PIMCO Income Instl | — | — | — | $78K | 1.7% | |
| BlackRock Inflation Protection Bond | — | — | — | $75K | 1.7% | |
| Vanguard Target Retirement 2050 | — | — | — | $75K | 1.6% | |
| Vanguard Target Retirement 2035 | — | — | — | $74K | 1.6% | |
| Baird Aggregate Bond Inst | — | — | — | $69K | 1.5% | |
| MFS Growth R6 | — | — | — | $68K | 1.5% | |
| Vanguard Target Retirement Income Fund | — | — | — | $67K | 1.5% | |
| Vanguard LifeStrategy Conservative Growth Fund | — | — | — | $58K | 1.3% | |
| State Street Global Investors State St S&P MidCap Index | — | — | — | $53K | 1.2% | |
| American Funds American Funds New World R6 | — | — | — | $53K | 1.2% | |
| American Funds American Funds Intl Gr and Inc R6 | — | — | — | $25K | 0.5% | |
| Vanguard Target retirement 2065 | — | — | — | $22K | 0.5% | |
| Invesco Diversified Dividend R6 | — | — | — | $14K | 0.3% | |
| Vanguard Target retirement 2045 | — | — | — | $5K | 0.1% | |
| Vanguard Target retirement 2055 | — | — | — | $3K | <0.1% | |
| Vanguard Developed Markets Index Admiral | — | — | — | $1K | <0.1% |
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