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Original filing (PDF)20251120120345NAL0008239184001
SPECIALTY COMMERCE CORP.
Form 5500
FILING_RECEIVED
SPECIALTY COMMERCE CORP. RETIREMENT SAVINGS PLAN
401(k) retirement plan
Signals · 1
Late filing · 0.1 mo
Active participants
119
Accounts w/ balance
168
Plan assets (EOY)
$16.1M
Net assets (EOY)
$16.1M
How this plan invests
This plan
2 pooled trusts
Schedule D
24 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
Knocking points off
- Filed 0.1 months past the 10.5-month grace window.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SPECIALTY COMMERCE CORP..
Plan sponsor
Name
SPECIALTY COMMERCE CORP.
EIN
13-3507136
Address
400 MANLEY ST · W BRIDGEWATER, MA · 02379
Phone
(508) 638-7000
Industry
Information / Tech / Mediasee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-11-20
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
WS CPAS, P.C
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 | $27K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GLOBAL RETIREMENT PARTNERS LLC | 47-1411118 | — | ADVISOR | $26K | — |
Investments
23 direct securities · 2 pooled funds· $15.8M(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.
Uncategorized
$13.3M
23 holdings
Common Collective Trust
$2.5M
2 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| STABLE VALUE FUND R1 GREAT GRAY TRUST COMPANY · EIN 85-4031707 / PN 653 | Common Collective Trust | — | — | $2.5M | 15.8% | |
| MFS Lifetime 2040 Fund Class R6 Mutual Fund | — | — | — | $1.6M | 9.8% | |
| JPMorgan Large Cap Growth Fund Class R6 Mutual Fund | — | — | — | $1.6M | 9.6% | |
| MFS Lifetime 2030 Fund Class R6 Mutual Fund | — | — | — | $1.4M | 9.0% | |
| MFS Lifetime 2050 Fund Class R6 Mutual Fund | — | — | — | $1.2M | 7.3% | |
| MFS Lifetime Income R6 Fund Mutual Fund | — | — | — | $1.0M | 6.5% | |
| Fidelity 500 Index Mutual Fund | — | — | — | $876K | 5.4% | |
| MFS Lifetime 2025 Fund Class R6 Mutual Fund | — | — | — | $782K | 4.9% | |
| Vanguard PrimeCap Fund Mutual Fund | — | — | — | $635K | 3.9% | |
| JPMorgan Equity Income Fund Class R6 Mutual Fund | — | — | — | $584K | 3.6% | |
| MFS Lifetime 2055 Fund Class R6 Mutual Fund | — | — | — | $523K | 3.2% | |
| T. Rowe Price Mid-Cap Growth Index Mutual Fund | — | — | — | $470K | 2.9% | |
| MFS Lifetime 2035 Fund Class R6 Mutual Fund | — | — | — | $456K | 2.8% | |
| Fidelity Small Cap Index Fund Mutual Fund | — | — | — | $443K | 2.8% | |
| MFS Lifetime 2045 Fund Class R6 Mutual Fund | — | — | — | $397K | 2.5% | |
| American Funds EuroPacific Growth Fund Class R-6 Mutual Fund | — | — | — | $341K | 2.1% | |
| Vanguard GNMA Fund Mutual Fund | — | — | — | $268K | 1.7% | |
| American Funds American Balanced Fund Class R-6 Mutual Fund | — | — | — | $194K | 1.2% | |
| Baird Core Plus Bond Fund Class Institutional Mutual Fund | — | — | — | $134K | 0.8% | |
| PIMCO Income Fund Institutional Class Mutual Fund | — | — | — | $131K | 0.8% | |
| American Century Small Cap Value Fund R6 Class Mutual Fund | — | — | — | $130K | 0.8% | |
| Gabelli US Treasury Money Market Fund Cash Equivalent 47 John Hancock Funds Disciplined Value Mid Cap R6 Mutual Fund | — | — | — | $84K | 0.5% | |
| MFS Lifetime 2060 Fund Class R6 Mutual Fund | — | — | — | $37K | 0.2% | |
| MFS Lifetime 2065 Fund Class R6 Mutual Fund | — | — | — | $28K | 0.2% | |
| PUTNAM STABLE VALUE PUTNAM FIDUCIARY TRUST COMPANY · EIN 04-3159710 / PN 202 | Common Collective Trust | — | — | $0 | <0.1% |
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