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Original filing (PDF)20250728100753NAL0004245490001
STANDARD DUPLICATING MACHINES CORP
Form 5500
FILING_RECEIVED
STANDARD DUPLICATING MACHINES CORP. PROFIT SHARING AND 401(K) PLAN
401(k) retirement plan
Active participants
96
Accounts w/ balance
124
Plan assets (EOY)
$24.8M
Net assets (EOY)
$24.8M
How this plan invests
This plan
32 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
95
/ 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
80
Vendor stack
100
Participation health
100
Knocking points off
- 37 bps in Schedule C fees — modestly above peer band of 29 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for STANDARD DUPLICATING MACHINES CORP.
Plan sponsor
Name
STANDARD DUPLICATING MACHINES CORP
EIN
04-1862620
Address
10 CONNECTOR ROAD · ANDOVER, MA · 01810
Phone
(978) 470-1920
Industry
Wholesale Tradesee 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
2025-07-28
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
2T · Default investment account (QDIA)
2A · Age/service weighted or new comparability
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
CARON & BLETZER, PLLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsOther
3| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| DAVINCI CAPITAL MANAGEMENT, INC. | 01-0522492 | — | NONE | $46K | — |
| STANCORP FINANCIAL GROUP | 93-1253576 | — | NONE | $45K | — |
| CHARLES SCHWAB TRUST BANK | 42-1558009 | — | NONE | $0 | — |
Investments
32 direct securities· $20.4M(82% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Growth Index Fund Admiral " | — | — | — | $3.0M | 12.1% | |
| Fidelity 500 Index Fund " | — | — | — | $2.6M | 10.4% | |
| John Hancock Bond Fund R6 " | — | — | — | $1.7M | 6.9% | |
| Vanguard Intermediate-Term Bond Index Fund Admiral " | — | — | — | $1.7M | 6.7% | |
| Nuveen Lifecycle Index 2055 R6 " | — | — | — | $1.6M | 6.7% | |
| Vanguard Developed Markets Index Fund Admiral " | — | — | — | $1.5M | 6.0% | |
| Vanguard Value Index Fund Admiral " | — | — | — | $1.2M | 5.0% | |
| PIMCO Income Fund Institutional " | — | — | — | $810K | 3.3% | |
| Vanguard Balanced Index Fund Admiral " | — | — | — | $743K | 3.0% | |
| Pioneer Select Mid Cap Growth Fund Y " | — | — | — | $589K | 2.4% | |
| Vanguard LifeStrategy Growth Fund Investor " | — | — | — | $517K | 2.1% | |
| Vanguard Mid-Cap Index Fund Admiral " | — | — | — | $488K | 2.0% | |
| MFS Mid Cap Value RD Cl R6 " | — | — | — | $439K | 1.8% | |
| Invesco Global Fund R6 " | — | — | — | $423K | 1.7% | |
| PIMCO Real Return Fund Institutional " | — | — | — | $383K | 1.5% | |
| John Hancock International Growth Fund R6 " | — | — | — | $355K | 1.4% | |
| Fidelity Small Cap Index Fund " | — | — | — | $285K | 1.2% | |
| JP Morgan Small Cap Growth Fund R6 " | — | — | — | $283K | 1.1% | |
| Vanguard LifeStrategy Income Fund Investor " | — | — | — | $278K | 1.1% | |
| Allpring Special Small Cap Value Fund R6 Mutual fund ** 76 Fidelity Advisor Equity Growth Fund;Z " | — | — | — | $239K | 1.0% | |
| Vanguard Emerging Markets Stock Index Fund Admiral " | — | — | — | $158K | 0.6% | |
| Vanguard Mid-Cap Value Index Fund Admiral " | — | — | — | $151K | 0.6% | |
| Vanguard Mid-Cap Growth Index Fund Admiral " | — | — | — | $150K | 0.6% | |
| PGIM High Yield Fund R6 " ** 81 PIMCO GNMA & GS Fund Institutional " | — | — | — | $129K | 0.5% | |
| Vanguard High-Yield Corporate Fund Admiral " | — | — | — | $127K | 0.5% | |
| Nuveen Lifecycle Index 2045 R6 " | — | — | — | $92K | 0.4% | |
| Nuveen Lifecycle Index 2025 R6 " | — | — | — | $84K | 0.3% | |
| MFS Research International Fund R6 " | — | — | — | $79K | 0.3% | |
| Nuveen Lifecycle Index 2035 R6 " | — | — | — | $75K | 0.3% | |
| Invesco Main Street Small Cap Fund R6 " | — | — | — | $57K | 0.2% | |
| Vanguard International Growth Fund Admiral " | — | — | — | $49K | 0.2% | |
| Putnam Large Cap Value FD R6 " | — | — | — | $32K | 0.1% |
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