Retirement plan

GEORG FISCHER SAVINGS TAX-ADVANTAGED RETIREMENT PLAN

Name: GEORG FISCHER SIGNET LLC - GEORG FISCHER SAVINGS TAX-ADVANTAGED RETIREMENT PLAN (2025) Form 5500
Creator: GEORG FISCHER SIGNET LLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, GEORG FISCHER SAVINGS TAX-ADVANTAGED RETIREMENT PLAN, GEORG FISCHER SIGNET LLC

GEORG FISCHER SIGNET LLCEIN 95-1768356Plan #001PY 2025

5462 N. IRWINDALE AVE - IRWINDALE, CA 91706714-731-8800LinkedIn1001-5000 employeesoil & energy

Prospect flagsLow returnsHigh cash

Top hat statement on fileNQDC

Filed May 5, 2005 (most recent of 2 filings on file)

This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.

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Total assets (EOY)

$178.4M

+12.2% from 2024

Total participants

1,475

-3.5% from 2024

Average account balance

$125,843

+19.3% from 2024

Annual return

14.03%

+1.26 pp from 2024

Benchmarks

See 127 peers

Peer group

Industry32 - Manufacturing

Plan typeDefined contribution

Participants1,000-4,999

Cohort127 peers

Snapshot2025

See peer percentile detail. $4.99 for your first month.

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Analytics

Total assets (EOY)

Plan-year ending balance

$178.45M

Not enough data

1 years with asset history on file

Average account balance

Total assets / participants with a balance (line 6g)

$126K

Not enough data

1 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

1,418

Not enough data

1 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

95.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$14.03M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$12K

Not enough data

1 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+14.03%

Not enough data

1 years with return on file

Admin fee / account holder

Total admin expenses / participants with a balance (line 6g)

$127

Not enough data

1 years with admin cost on file

Asset composition

Cash / stocks / bonds / mutual funds / real estate / loans over time

Not enough data

1 years with F_SCH_H allocation on file

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Service providers

Top 6 by compensation

Provider	Service type	Compensation
CHARLES SCHWAB & CO., INC.5 years Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833	Recordkeeping	$119,094
PLANTE & MORAN, PLLC4 years Service code 10 · EIN 33-1498605	Accounting	$28,750
MULTNOMAH GROUP5 years Filed as: MULTNOMAH GROUP INC Service code 28 · EIN 20-0361079	Investment Management	$22,903
SPINNAKER INVESTMENT GROUP LLC3 years Service code 26 · EIN 81-2550846	Advisory (Participants)	$9,410
CHARLES SCHWAB & CO., INC.3 years Filed as: CHARLES SCHWAB & CO., INC Service code 33 · EIN 94-1737782	Direct payment from the plan; Securit...	$496
CHARLES SCHWAB & CO., INC.3 years Filed as: CHARLES SCHWAB & CO.INC. AND AFFIL Service code 59	Shareholder Servicing	$0

Plan features & details

Pension benefit codes2E2F2G2J2K2R2S2T3D3H

Plan features

2E
Profit-sharing
Profit-sharing plan.
2F
ERISA section 404(c) plan
This plan or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1 (shifting investment responsibility to participants).
2G
Total participant-directed account plan
Participants have the opportunity to direct the investment of all of the assets allocated to their individual accounts regardless of whether 29 CFR 2550.404c-1 is intended to be met.
2J
Code section 401(k) feature
Cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan under which employees may elect to defer part of their compensation or receive these amounts in cash.
2K
Code section 401(m) arrangement
Employee contributions are allocated to separate accounts under the plan or employer contributions are based in whole or in part on employee deferrals or contributions to the plan. Not applicable to 401(k) plans with only QNECs and/or QMACs or to 403(b)(1) 403(b)(7) or 408 arrangements.
2R
Participant-directed brokerage accounts
Participant-directed brokerage accounts provided as an investment option under the plan.
2S
Automatic enrollment
Plan provides for automatic enrollment in plan that has elective contributions deducted from payroll.
2T
Default investment account
Total or partial participant-directed account plan where plan uses a default investment account for participants who fail to direct assets in their account.
3D
Pre-approved pension plan
A master prototype or volume submitter plan that is the subject of a favorable opinion or advisory letter from the IRS.
3H
Controlled group member
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b) (c) or (m)).

Opportunity flags

2 tripped

OpportunityLow returns
Annual investment return is in the bottom quintile of the peer cohort.
OpportunityHigh cash
More than 10% of assets are held in cash - possible menu-design or default-fund problem.

Expense breakdown

Schedule H Part II

Admin total

$180K

$159 / participant

Recordkeeping$119K66.1%
Investment mgmt$32K18.0%
Other / not subdivided$29K16.0%

% of EOY assets

0.101%

all-in expense ratio

Categories reported

2 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Unqualified opinion

The auditor signed off without reservation. This is the cleanest opinion.

Auditor firm: PLANTE & MORAN, PLLC
Auditor EIN: 331498605
Audit fees: $28,750
Opinion code: Unqualified

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Metric

This plan

Peer set

Industry

Size

Avg account balance

$125,843

$123,077+2.2%

$116,228+8.3%

$102,872+22.3%

Participation rate

95.0%

87.0%+8.0pp

74.6%+20.4pp

73.0%+21.9pp

Annual return

14.03%

15.84%-1.8pp

90.06%-76.0pp

19.06%-5.0pp

Employer contribution / active EE

$5,040

$4,380+15.0%

$2,994+68.3%

$3,526+42.9%

Participant deferral / active EE

$7,364

$6,746+9.2%

$4,953+48.7%

$5,535+33.0%

Admin fee / account holder

$127

$115+10.0%

$11,989-98.9%

$292-56.6%

Provider

Service type

Compensation

CHARLES SCHWAB & CO., INC.5 years

Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC

Service code 15 · EIN 34-1479833

Recordkeeping

$119,094

PLANTE & MORAN, PLLC4 years

Service code 10 · EIN 33-1498605

Accounting

$28,750

MULTNOMAH GROUP5 years

Filed as: MULTNOMAH GROUP INC

Service code 28 · EIN 20-0361079

Investment Management

$22,903

SPINNAKER INVESTMENT GROUP LLC3 years

Service code 26 · EIN 81-2550846

Advisory (Participants)

$9,410

CHARLES SCHWAB & CO., INC.3 years

Filed as: CHARLES SCHWAB & CO., INC

Service code 33 · EIN 94-1737782

Direct payment from the plan; Securit...

$496

CHARLES SCHWAB & CO., INC.3 years

Filed as: CHARLES SCHWAB & CO.INC. AND AFFIL

Service code 59

Shareholder Servicing

GEORG FISCHER SAVINGS TAX-ADVANTAGED RETIREMENT PLAN

Top hat statement on fileNQDC

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

GEORG FISCHER SAVINGS TAX-ADVANTAGED RETIREMENT PLAN

Top hat statement on fileNQDC

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion