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Original filing (PDF)20251015120441NAL0009118050001
MICROLINE SURGICAL, INC.
Form 5500
FILING_RECEIVED
MICROLINE SURGICAL INC 401(K) PLAN
401(k) retirement plan
Active participants
136
Accounts w/ balance
185
Plan assets (EOY)
$15.8M
Net assets (EOY)
$15.8M
How this plan invests
This plan
1 pooled trust
Schedule D
32 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 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
100
Participation health
100
Helping the score
- Below-peer total fees (3 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for MICROLINE SURGICAL, INC..
Plan sponsor
Name
MICROLINE SURGICAL, INC.
EIN
04-2974225
Address
50 DUNHAM RD STE 1500 · BEVERLY, MA · 01915
Phone
(978) 922-9810
Industry
Manufacturingsee 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
2025-10-15
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
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
CRR LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $5K | — |
| ADP BROKER-DEALER | 22-3319984 | — | RECORD KEEPER | $0 | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MORGAN STANLEY SMITH BARNEY LLC | — | MIDDLETON, MA | ADVISOR | $0 | — |
Investments
31 direct securities · 1 pooled fund· $15.5M(98% 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.
Registered Investment Companies
$14.4M
31 holdings
Common Collective Trust
$1.1M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| AMERFDS 2040 TARG DATE RET-R4 | Registered Investment Companies | — | — | $1.6M | 10.3% | |
| INVESCO S&P 500 INDEX A | Registered Investment Companies | — | — | $1.6M | 10.1% | |
| AMERFDS 2030 TARG DATE RET-R4 | Registered Investment Companies | — | — | $1.4M | 8.9% | |
| JPMORGAN MID CAP GROWTH R3 | Registered Investment Companies | — | — | $1.3M | 8.5% | |
| METLIFE REL ST VAL 25053 - 25 RELIANCE TRUST COMPANY · EIN 46-6625485 / PN 001 | Common Collective Trust | — | — | $1.1M | 7.0% | |
| AMERFDS 2050 TARG DATE RET-R4 | Registered Investment Companies | — | — | $928K | 5.9% | |
| AMERFDS 2025 TARG DATE RET-R4 | Registered Investment Companies | — | — | $879K | 5.6% | |
| AMERFDS 2045 TARG DATE RET-R4 | Registered Investment Companies | — | — | $806K | 5.1% | |
| DWS HIGH INCOME FUND-A | Registered Investment Companies | — | — | $781K | 4.9% | |
| AB LARGE CAP GROWTH A | Registered Investment Companies | — | — | $769K | 4.9% | |
| AMERFDS 2035 TARG DATE RET-R4 | Registered Investment Companies | — | — | $579K | 3.7% | |
| AMERFDS 2055 TARG DATE RET-R4 | Registered Investment Companies | — | — | $443K | 2.8% | |
| COLUMBIA DIV INC FD - A | Registered Investment Companies | — | — | $388K | 2.5% | |
| AMERFDS 2060 TARG DATE RET-R4 | Registered Investment Companies | — | — | $348K | 2.2% | |
| JPMORGAN MID CAP VALUE - A | Registered Investment Companies | — | — | $316K | 2.0% | |
| ISHARES RUSSELL MIDCAP INDEX A | Registered Investment Companies | — | — | $252K | 1.6% | |
| ISHARES RUSSELL 2000 SM CAP A | Registered Investment Companies | — | — | $245K | 1.5% | |
| ALLSPRING SPECIAL SC VAL A | Registered Investment Companies | — | — | $244K | 1.5% | |
| MACQUARIE SMALLCAP GRWTH A | Registered Investment Companies | — | — | $189K | 1.2% | |
| AMERFDS 2010 TARG DATE RET-R4 | Registered Investment Companies | — | — | $185K | 1.2% | |
| FRANKLIN INTERNATIONAL GR A | Registered Investment Companies | — | — | $165K | 1.0% | |
| INVESCO EQUITY AND INCOME A | Registered Investment Companies | — | — | $164K | 1.0% | |
| JPMORGAN CORE BOND FUND - A | Registered Investment Companies | — | — | $138K | 0.9% | |
| AMERFDS 2020 TARG DATE RET-R4 | Registered Investment Companies | — | — | $114K | 0.7% | |
| ISHARES US AGGREGATE BD IDX A | Registered Investment Companies | — | — | $101K | 0.6% | |
| AMERFDS 2065 TARG DATE RET R4 | Registered Investment Companies | — | — | $95K | 0.6% | |
| MFS INTL INTRINSIC VAL FD - R3 | Registered Investment Companies | — | — | $94K | 0.6% | |
| JANUS HENDERSON FLEX BOND A | Registered Investment Companies | — | — | $65K | 0.4% | |
| INV DEVELOP MARKETS-A | Registered Investment Companies | — | — | $57K | 0.4% | |
| ISHARES MSCI EAFE INTL INDEX A | Registered Investment Companies | — | — | $25K | 0.2% | |
| PIMCO INTL BD FD USD-HED A | Registered Investment Companies | — | — | $22K | 0.1% | |
| PGIM SHORT-TERM CORP BOND - A | Registered Investment Companies | — | — | $11K | <0.1% |
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