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Original filing (PDF)20251013140317NAL0003173170001
SURYA CARPET, INC.
Form 5500
FILING_RECEIVED
SURYA CARPET, INC. 401(K) PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
376
Accounts w/ balance
431
Plan assets (EOY)
$10.4M
Net assets (EOY)
$10.4M
How this plan invests
This plan
1 pooled trust
Schedule D
54 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
98
/ 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
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Helping the score
- Below-peer total fees (16 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SURYA CARPET, INC..
Plan sponsor
Name
SURYA CARPET, INC.
EIN
13-3344243
Address
1 SURYA DRIVE · WHITE, GA · 301842605
Phone
(706) 625-4823
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
2025-10-13
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
FRAZIER & DEETER, LLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsOther
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| VOYA RETIREMENT ADVISORS, LLC | 02-0488491 | — | SERVICE PROVIDER | $13K | — |
| VOYA RETIREMENT INSURANCE & ANNUITY | 71-0294708 | — | SERVICE PROVIDER | $4K | — |
Investments
50 direct securities · 1 pooled fund· $29.2M(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
Uncategorized
$19.5M
50 holdings
Pooled Separate Account
$9.7M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| VARIABLE ANNUITY ACCOUNT D VOYA RETIREMENT INSURANCE & ANNUITY CO · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $9.7M | 92.9% | |
| Vangrd Trgt Retire 2045 Fd Registered Investment Company | — | — | — | $1.4M | 13.8% | |
| Vanguard Target Ret. 2045 Inv. Pooled Separate Account | — | — | — | $1.4M | 13.8% | |
| Vanguard Target Ret. 2030 Inv. Pooled Separate Account | — | — | — | $958K | 9.2% | |
| Vangrd Trgt Retire 2030 Fd Registered Investment Company | — | — | — | $958K | 9.2% | |
| Vangrd Trgt Retire 2035 Fd Registered Investment Company | — | — | — | $840K | 8.0% | |
| Vanguard Target Ret. 2035 Inv. Pooled Separate Account | — | — | — | $840K | 8.0% | |
| Vangrd Trgt Retire 2055 Fd Registered Investment Company | — | — | — | $824K | 7.9% | |
| Vanguard Target Ret. 2055 Inv. Pooled Separate Account | — | — | — | $824K | 7.9% | |
| Vangrd Trgt Retire 2050 Fd Registered Investment Company | — | — | — | $805K | 7.7% | |
| Vanguard Target Ret. 2050 Inv. Pooled Separate Account | — | — | — | $805K | 7.7% | |
| party date,rate of interest, collateral, par, or maturity date Vangrd 500 Index Fund Adm Registered Investment Company | — | — | — | $798K | 7.6% | |
| Vanguard 500 Indx Adm. Pooled Separate Account | — | — | — | $798K | 7.6% | |
| Voya Fixed Account | — | — | — | $713K | 6.8% | |
| Vanguard Target Ret. 2040 Inv. Pooled Separate Account | — | — | — | $537K | 5.1% | |
| Vangrd Trgt Retire 2040 Fd Registered Investment Company | — | — | — | $537K | 5.1% | |
| Vangrd Tot Int Stk In F Adm Registered Investment Company | — | — | — | $497K | 4.8% | |
| Vanguard Grwth Indx FD Adm Pooled Separate Account | — | — | — | $445K | 4.3% | |
| Vangrd Growth Index Fund Adm Registered Investment Company | — | — | — | $445K | 4.3% | |
| Vangrd Trgt Retire 2060 Fd Registered Investment Company | — | — | — | $401K | 3.8% | |
| Vanguard Target Ret. 2060 Inv. Pooled Separate Account | — | — | — | $401K | 3.8% | |
| Vanguard ST Inv. Grade Inv. Pooled Separate Account | — | — | — | $296K | 2.8% | |
| Vangrd St-Trm Inv-Grd Fnd Adm Registered Investment Company | — | — | — | $296K | 2.8% | |
| Vangrd Int-Trm Inv-Grd Fd Adm Registered Investment Company | — | — | — | $293K | 2.8% | |
| Vanguard Int. Term Inv-Grade Pooled Separate Account | — | — | — | $293K | 2.8% | |
| Vangrd Equity Income Fund Adm Registered Investment Company | — | — | — | $253K | 2.4% | |
| Vanguard Equity Inc. FD Adm Pooled Separate Account | — | — | — | $253K | 2.4% | |
| Vanguard Target Ret. 2065 Inv. Pooled Separate Account | — | — | — | $205K | 2.0% | |
| Vangrd Trgt Retire 2065 Fd Registered Investment Company | — | — | — | $205K | 2.0% | |
| Vanguard Target Ret. 2025 Inv. Pooled Separate Account | — | — | — | $187K | 1.8% | |
| Vangrd Trgt Retire 2025 Fd Registered Investment Company | — | — | — | $187K | 1.8% | |
| Vangrd Sm-Cap Vl Index Fnd Adm Registered Investment Company | — | — | — | $183K | 1.8% | |
| Vanguard Sm Cap Val. Indx FD Pooled Separate Account | — | — | — | $183K | 1.8% | |
| Vangrd Sm-Cap Grw Index Fd Adm Registered Investment Company | — | — | — | $147K | 1.4% | |
| Vanguard Sm Cap Gr. Indx Adm. Pooled Separate Account | — | — | — | $147K | 1.4% | |
| Vangrd Md-Cap Grw Index Fd Adm Registered Investment Company | — | — | — | $145K | 1.4% | |
| Vanguard MC G. Indx Fd Ad. Pooled Separate Account | — | — | — | $145K | 1.4% | |
| Vangrd Lg-Trm Inv-Grd Fd Admn Registered Investment Company | — | — | — | $132K | 1.3% | |
| Vanguard LT Inv. Grade Pooled Separate Account | — | — | — | $132K | 1.3% | |
| Vanguard MC Grth FD Inv. Pooled Separate Account | — | — | — | $118K | 1.1% | |
| Vangrd Mid-Cap Growth Fund Inv Registered Investment Company | — | — | — | $118K | 1.1% | |
| Vanguard Real Est. Indx Adm Pooled Separate Account | — | — | — | $89K | 0.8% | |
| Vangrd Mid-Cap Index Fund Adm Registered Investment Company | — | — | — | $76K | 0.7% | |
| Participant Loans Fixed interest rates of 7.50% to 8.50% | — | — | — | $30K | 0.3% | |
| Vanguard Trgt Ret. Inc. Fd Pooled Separate Account | — | — | — | $9K | <0.1% | |
| Vangrd Trgt Retire Inc Fd Registered Investment Company | — | — | — | $9K | <0.1% | |
| Voya Gov Money Mkt Fnd A Pooled Separate Account | — | — | — | $6K | <0.1% | |
| (Held at End of Year) SURYA CARPET, INC. 401(K) PLAN EIN#13-3344243 Plan# 001 Vangrd Trgt Retire 2070 Fd Registered Investment Company | — | — | — | $4K | <0.1% | |
| Vanguard Target Ret. 2070 Inv. Pooled Separate Account | — | — | — | $4K | <0.1% | |
| Vangrd Trgt Retire 2020 Fd Registered Investment Company | — | — | — | $4K | <0.1% | |
| Vanguard Target Ret. 2020 Inv. Pooled Separate Account | — | — | — | $4K | <0.1% |
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