How big is Surack Enterprises Corp.'s plan?

Surack Enterprises Corp.'s plan reported $10.9M in assets and 629 participants for 2024.

Original filing (PDF)20250915071550NAL0000777665001

Surack Enterprises Corp.

Name: Surack Enterprises Corp. — Surack Enterprises Corp., Form 5500 (2024)
Creator: Surack Enterprises Corp.
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Surack Enterprises Corp. 401(k) Plan

401(k) retirement plan · Surack Enterprises Corp.'s Surack Enterprises Corp. 401(k) Plan held $10.9M in plan assets for 629 participants in 2024, with Fidelity as recordkeeper.

Signals · 3

Late participant contributionsCorrective distributions issued~84 bps in Sched C fees

Active participants

629

Accounts w/ balance

528

Plan assets (EOY)

$10.9M

Net assets (EOY)

$10.9M

People on this filing

Kelsie Weber signed Surack Enterprises Corp.'s 2024 Form 5500 as plan administrator.

Kelsie Weber — 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

Surack Enterprises Corp.'s EIN is 03-0480200.

EIN 03-0480200

Plan number 001

Plan year 2024

ACK ID 20250915071550NAL0000777665001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Surack Enterprises Corp. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Surack Enterprises Corp.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for SURACK ENTERPRISES CORP.

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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

Average plan with room to improve

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

Delinquent participant contributions reported (Schedule H 4a) — 80K (3% of contributions).
Corrective distributions issued (likely failed ADP/ACP testing).
Total administrative cost in the bottom quartile of peers (7th percentile).
Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (17th percentile).

Plan sponsor

Name

SURACK ENTERPRISES CORP

EIN

all filings

Address

7100 W. JEFFERSON BLVD · FORT WAYNE, IN · 46804

Phone

(260) 432-0370

Industry

Admin Support & Waste Mgmt

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

Service providers (Schedule C)

2 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
FIDELITY INVESTMENTS INSTITUTIONAL	04-2647786	—	RECORDKEEPER	$87K	—

Advisor / Consultant

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.

Mutual Funds

$9.8M

28 holdings

Common Collective Trusts

$1.1M

2 holdings

Common Collective Trust

$252K

1 holding

					% of plan
Fidelity Management Trust Company American Funds New Perspective Fund	Mutual Funds	—	—	$2.0M	17.9%
Fidelity Management Trust Company American Funds Target Date 2030 Fund	Mutual Funds	—	—	$998K	9.1%
Fidelity Management Trust Company American Funds Target Date 2050 Fund	Mutual Funds	—	—	$955K	8.7%
Fidelity Management Trust Company American Funds Target Date 2045 Fund	Mutual Funds	—	—	$905K	8.3%
Fidelity Management Trust Company Fidelity 500 Index Fund	Common Collective Trusts	—	—	$844K	7.7%
Fidelity Management Trust Company American Funds Target Date 2035 Fund	Mutual Funds	—	—	$634K	5.8%
Fidelity Management Trust Company American Funds Target Date 2040 Fund	Mutual Funds	—	—	$497K	4.6%
Fidelity Management Trust Company American Funds Target Date 2055 Fund	Mutual Funds	—	—	$480K	4.4%
Fidelity Management Trust Company Fidelity Blue Chip Growth Fund	Mutual Funds	—	—	$461K	4.2%
Fidelity Management Trust Company American Funds Balanced Fund	Mutual Funds	—	—	$455K	4.2%
Fidelity Management Trust Company Fidelity Government Money Market Fund	Mutual Funds	—	—	$433K	4.0%
Fidelity Management Trust Company American Funds Target Date 2060 Fund	Mutual Funds	—	—	$346K	3.2%
Fidelity Management Trust Company T. Rowe Price Science and Technology Fund	Mutual Funds	—	—	$255K	2.3%
Fidelity Management Trust Company Managed Income Portfolio II - Class 2 Fund	Mutual Funds	—	—	$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	Mutual Funds	—	—	$233K	2.1%
Fidelity Management Trust Company MetWet Total Return Bond Fund	Mutual Funds	—	—	$230K	2.1%
Fidelity Management Trust Company Fidelity Total International Index Fund	Common Collective Trusts	—	—	$209K	1.9%
Fidelity Management Trust Company American Funds Target Date 2065 Fund	Mutual Funds	—	—	$187K	1.7%
Fidelity Management Trust Company Allspring Special Mid Cap Value Fund	Mutual Funds	—	—	$105K	1.0%
Fidelity Management Trust Company American Funds New World Fund	Mutual Funds	—	—	$69K	0.6%
Fidelity Management Trust Company Fidelity Mid-Cap Fund	Mutual Funds	—	—	$53K	0.5%
Fidelity Management Trust Company American Funds Target Date 2010 Fund	Mutual Funds	—	—	$50K	0.5%
Fidelity Management Trust Company PIMCO Income Fund Institutional Fund	Mutual Funds	—	—	$49K	0.5%
Fidelity Management Trust Company American Funds Target Date 2020 Fund	Mutual Funds	—	—	$49K	0.4%
Fidelity Management Trust Company JPMorgan Small Cap Equity Fund Class	Mutual Funds	—	—	$47K	0.4%
Fidelity Management Trust Company Invesco Real Estate Fund Class	Mutual Funds	—	—	$29K	0.3%
Fidelity Management Trust Company MFS Global Equity Fund Class	Mutual Funds	—	—	$17K	0.2%
Fidelity Management Trust Company American Funds Target Date 2015 Fund	Mutual Funds	—	—	$14K	0.1%
Fidelity Management Trust Company BlackRock Mid-Cap Growth Equity Fund	Mutual Funds	—	—	$5K	<0.1%
Fidelity Management Trust Company Eaton Vance Income Fund of Boston	Mutual Funds	—	—	$2K	<0.1%