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Original filing (PDF)20251008134234NAL0003052531001
SPECIALTY COATING SYSTEMS, INC.
Form 5500
FILING_RECEIVED
SPECIALTY COATING SYSTEMS 401(K) PLAN
401(k) retirement plan
Active participants
463
Accounts w/ balance
511
Plan assets (EOY)
$48.5M
Net assets (EOY)
$48.5M
How this plan invests
This plan
36 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
94
/ 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
75
Vendor stack
100
Participation health
100
Helping the score
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SPECIALTY COATING SYSTEMS, INC..
Plan sponsor
Name
SPECIALTY COATING SYSTEMS, INC.
EIN
06-1317096
Address
7645 WOODLAND DRIVE · INDIANAPOLIS, IN · 46278
Phone
(317) 244-1200
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
2025-10-08
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)
3H · Sponsor in controlled / affiliated group
3D · Pre-approved plan (master / prototype / VS)
2S · Automatic enrollment
Audit & trust (Schedule H)
Auditor
RSM US 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 | -$32K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $7K | — |
Investments
36 direct securities· $48.5M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity FID CONTRAFUND K6 N/A | — | — | — | $5.4M | 11.1% | |
| Fidelity FID 500 INDEX N/A | — | — | — | $5.0M | 10.3% | |
| Fidelity FID FREEDOM 2035 K N/A | — | — | — | $3.9M | 8.0% | |
| Fidelity FID FREEDOM 2030 K N/A | — | — | — | $3.7M | 7.7% | |
| Fidelity FID FREEDOM 2045 K N/A | — | — | — | $2.7M | 5.6% | |
| Fidelity FID FREEDOM 2040 K N/A | — | — | — | $2.6M | 5.4% | |
| Fidelity FID FREEDOM 2050 K N/A | — | — | — | $2.0M | 4.1% | |
| MainStay MS W LARGE CAP GR R1 N/A | — | — | — | $1.9M | 4.0% | |
| Janus Henderson J H ENTERPRISE T N/A | — | — | — | $1.7M | 3.6% | |
| Fidelity FID FREEDOM 2020 K N/A | — | — | — | $1.4M | 2.9% | |
| Fidelity FID FREEDOM 2055 K N/A | — | — | — | $1.4M | 2.9% | |
| Fidelity FID FREEDOM 2025 K N/A | — | — | — | $1.4M | 2.8% | |
| Fidelity FID SMALL CAP VALUE N/A | — | — | — | $1.3M | 2.7% | |
| Allspring AS SPL MID CAP VAL A N/A | — | — | — | $1.3M | 2.7% | |
| Fidelity FID EXTD MKT IDX N/A | — | — | — | $1.3M | 2.7% | |
| Fidelity FID GOVT MONEY MARKET N/A | — | — | — | $1.1M | 2.3% | |
| Fidelity FID LOW PRICED STK N/A | — | — | — | $1.1M | 2.2% | |
| Fidelity FID SMALL CAP GROWTH N/A | — | — | — | $935K | 1.9% | |
| Fidelity FID TOTAL BOND N/A | — | — | — | $876K | 1.8% | |
| Fidelity FID FREEDOM 2060 K N/A | — | — | — | $760K | 1.6% | |
| through November 2031 N/A | — | — | — | $701K | 1.4% | |
| Eaton Vance EV INC FUND BOSTON I N/A | — | — | — | $671K | 1.4% | |
| MFS INTL DIVRSN R3 N/A | — | — | — | $644K | 1.3% | |
| Fidelity FID LARGE CAP STOCK N/A | — | — | — | $583K | 1.2% | |
| Fidelity FID INTL INDEX N/A | — | — | — | $573K | 1.2% | |
| Cohen & Steers COHEN & STEERS RLTY N/A | — | — | — | $562K | 1.2% | |
| American Funds AF AMER MUTUAL R5E N/A | — | — | — | $537K | 1.1% | |
| Invesco Oppenheimer I O INTL GROWTH Y N/A | — | — | — | $490K | 1.0% | |
| Fidelity FID FREEDOM 2065 K N/A | — | — | — | $448K | 0.9% | |
| Vanguard VANG EM STK IDX ADM N/A | — | — | — | $387K | 0.8% | |
| Fidelity FID INTM TR BD IDX N/A | — | — | — | $326K | 0.7% | |
| Oakmark EQ & INC INV N/A | — | — | — | $301K | 0.6% | |
| Fidelity FID FREEDOM 2015 K N/A | — | — | — | $266K | 0.5% | |
| Fidelity GOVT INCOME N/A | — | — | — | $157K | 0.3% | |
| Fidelity FID FREEDOM INC K N/A | — | — | — | $34K | <0.1% | |
| Fidelity FID FREEDOM 2070 K N/A | — | — | — | $3K | <0.1% |
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