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Original filing (PDF)20250915071550NAL0000777665001
SURACK ENTERPRISES CORP
Form 5500
FILING_RECEIVED
SURACK ENTERPRISES CORP 401(K) PLAN
401(k) retirement plan
Signals · 1
~84 bps in Sched C fees
Active participants
629
Accounts w/ balance
528
Plan assets (EOY)
$10.9M
Net assets (EOY)
$10.9M
How this plan invests
This plan
1 pooled trust
Schedule D
30 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
91
/ 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
65
Vendor stack
100
Participation health
100
Knocking points off
- 84 bps in Schedule C fees — 191% above peer band of 29 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SURACK ENTERPRISES CORP.
Plan sponsor
Name
SURACK ENTERPRISES CORP
EIN
03-0480200
Address
7100 W. JEFFERSON BLVD · FORT WAYNE, IN · 46804
Phone
(260) 432-0370
Industry
Admin Support & Waste Mgmtsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-09-15
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
3B · Covers self-employed individuals
3H · Sponsor in controlled / affiliated group
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
DULIN, WARD & DEWALD, INC.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $87K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $5K | — |
Investments
30 direct securities · 1 pooled fund· $11.1M(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
$10.8M
30 holdings
Common Collective Trust
$252K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity Management Trust Company American Funds New Perspective Fund | — | — | — | $2.0M | 17.9% | |
| Fidelity Management Trust Company American Funds Target Date 2030 Fund | — | — | — | $998K | 9.1% | |
| Fidelity Management Trust Company American Funds Target Date 2050 Fund | — | — | — | $955K | 8.7% | |
| Fidelity Management Trust Company American Funds Target Date 2045 Fund | — | — | — | $905K | 8.3% | |
| Fidelity Management Trust Company Fidelity 500 Index Fund | — | — | — | $844K | 7.7% | |
| Fidelity Management Trust Company American Funds Target Date 2035 Fund | — | — | — | $634K | 5.8% | |
| Fidelity Management Trust Company American Funds Target Date 2040 Fund | — | — | — | $497K | 4.6% | |
| Fidelity Management Trust Company American Funds Target Date 2055 Fund | — | — | — | $480K | 4.4% | |
| Fidelity Management Trust Company Fidelity Blue Chip Growth Fund | — | — | — | $461K | 4.2% | |
| Fidelity Management Trust Company American Funds Balanced Fund | — | — | — | $455K | 4.2% | |
| Fidelity Management Trust Company Fidelity Government Money Market Fund | — | — | — | $433K | 4.0% | |
| Fidelity Management Trust Company American Funds Target Date 2060 Fund | — | — | — | $346K | 3.2% | |
| Fidelity Management Trust Company T. Rowe Price Science and Technology Fund | — | — | — | $255K | 2.3% | |
| Fidelity Management Trust Company Managed Income Portfolio II - Class 2 Fund | — | — | — | $252K | 2.3% | |
| MIP CL 2 FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 024 | Common Collective Trust | — | — | $252K | 2.3% | |
| Fidelity Management Trust Company American Funds Target Date 2025 Fund | — | — | — | $233K | 2.1% | |
| Fidelity Management Trust Company MetWet Total Return Bond Fund | — | — | — | $230K | 2.1% | |
| Fidelity Management Trust Company Fidelity Total International Index Fund | — | — | — | $209K | 1.9% | |
| Fidelity Management Trust Company American Funds Target Date 2065 Fund | — | — | — | $187K | 1.7% | |
| Fidelity Management Trust Company Allspring Special Mid Cap Value Fund | — | — | — | $105K | 1.0% | |
| Fidelity Management Trust Company American Funds New World Fund | — | — | — | $69K | 0.6% | |
| Fidelity Management Trust Company Fidelity Mid-Cap Fund | — | — | — | $53K | 0.5% | |
| Fidelity Management Trust Company American Funds Target Date 2010 Fund | — | — | — | $50K | 0.5% | |
| Fidelity Management Trust Company PIMCO Income Fund Institutional Fund | — | — | — | $49K | 0.5% | |
| Fidelity Management Trust Company American Funds Target Date 2020 Fund | — | — | — | $49K | 0.4% | |
| Fidelity Management Trust Company JPMorgan Small Cap Equity Fund Class | — | — | — | $47K | 0.4% | |
| Fidelity Management Trust Company Invesco Real Estate Fund Class | — | — | — | $29K | 0.3% | |
| Fidelity Management Trust Company MFS Global Equity Fund Class | — | — | — | $17K | 0.2% | |
| Fidelity Management Trust Company American Funds Target Date 2015 Fund | — | — | — | $14K | 0.1% | |
| Fidelity Management Trust Company BlackRock Mid-Cap Growth Equity Fund | — | — | — | $5K | <0.1% | |
| Fidelity Management Trust Company Eaton Vance Income Fund of Boston | — | — | — | $2K | <0.1% |
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