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Original filing (PDF)20250917110032NAL0000205203001
SAFETY MARKING, INC.
Form 5500
FILING_RECEIVED
SAFETY MARKING CORP. 401(K) PLAN
401(k) retirement plan
Active participants
195
Accounts w/ balance
133
Plan assets (EOY)
$9.5M
Net assets (EOY)
$9.5M
How this plan invests
This plan
18 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
97
/ 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
80
Knocking points off
- 68% balance-to-active ratio — below typical for a healthy 401(k).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SAFETY MARKING, INC..
Plan sponsor
Name
SAFETY MARKING, INC.
EIN
06-1267005
Address
255 HANCOCK AVENUE · BRIDGEPORT, CT · 06605
Phone
(203) 814-3412
Industry
Constructionsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
003
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-09-17
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
CLIFTONLARSONALLEN LLP
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 | $19K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDUCIENT ADVISORS | 36-4001764 | — | INVESTMENT ADVISOR | $40K | — |
Investments
18 direct securities· $9.5M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Similar Party Par, or Maturity Value Cost** Value * Fidelity Freedom Index Income 2030 Fund Inst Pr Cl Mutual Fund | — | — | — | $1.6M | 16.5% | |
| Fidelity Freedom Index Income 2040 Fund Inst Pr Cl Mutual Fund | — | — | — | $1.4M | 15.1% | |
| Fidelity Freedom Index Income 2045 Fund Inst Pr Cl Mutual Fund | — | — | — | $1.2M | 12.4% | |
| Fidelity Freedom Index Income 2035 Fund Inst Pr Cl Mutual Fund | — | — | — | $849K | 9.0% | |
| Fidelity Freedom Index Income 2055 Fund Inst Pr Cl Mutual Fund | — | — | — | $749K | 7.9% | |
| Fidelity Freedom Index Income 2020 Fund Inst Pr Cl Mutual Fund | — | — | — | $705K | 7.4% | |
| Fidelity Freedom Index Income 2050 Fund Inst Pr Cl Mutual Fund | — | — | — | $601K | 6.3% | |
| JPMorgan Large Cap Growth Fund Class R6 Mutual Fund | — | — | — | $497K | 5.2% | |
| Fidelity 500 Index Fund Mutual Fund | — | — | — | $464K | 4.9% | |
| Participant Loans Rates Range from 3.25% to 8.50% | — | — | — | $372K | 3.9% | |
| Franklin Small Cap Growth Fund Class R6 Mutual Fund | — | — | — | $331K | 3.5% | |
| Fidelity Extended Market Index Fund Mutual Fund | — | — | — | $324K | 3.4% | |
| Fidelity Freedom Index Income 2025 Fund Inst Pr Cl Mutual Fund | — | — | — | $252K | 2.7% | |
| Fidelity Freedom Index Income 2065 Fund Inst Pr Cl Mutual Fund | — | — | — | $74K | 0.8% | |
| Fidelity Freedom Index Income 2060 Fund Inst Pr Cl Mutual Fund | — | — | — | $42K | 0.4% | |
| Fidelity Freedom Index Income 2015 Fund Inst Pr Cl Mutual Fund | — | — | — | $16K | 0.2% | |
| Fidelity Government Money Market Fund K6 Money Market Fund | — | — | — | $8K | <0.1% | |
| Fidelity Freedom Index Income Fund Inst Pr Cl Mutual Fund | — | — | — | $5K | <0.1% |
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