Back to filter
Original filing (PDF)20251013152557NAL0003363234001
SPECIFIED TECHNOLOGIES, INC.
Form 5500
FILING_RECEIVED
SPECIFIED TECHNOLOGIES, INC. 401(K) PLAN
401(k) retirement plan
Signals · 1
100% in single holding
Active participants
201
Accounts w/ balance
218
Plan assets (EOY)
$30.7M
Net assets (EOY)
$30.7M
How this plan invests
This plan
1 pooled trust
Schedule D
1 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
90
/ 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
75
Total plan cost
80
Vendor stack
100
Participation health
100
Knocking points off
- Top holding "[DFE: SEPARATE ACCOUNT SCAI (no filing on disk)]" is 100% of plan.
- 39 bps in Schedule C fees — modestly above peer band of 29 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SPECIFIED TECHNOLOGIES, INC..
Plan sponsor
Name
SPECIFIED TECHNOLOGIES, INC.
EIN
13-3582584
Address
210 EVANS WAY · BRANCHBURG, NJ · 088763767
Phone
(908) 526-8000
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)
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3B · Covers self-employed individuals
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
COHN REZNIK
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $46K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SUMMIT FINANCIAL LLC | — | PARSIPPANY, NJ | INVESTMENT ADVISOR | $65K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $8K | — |
Investments
1 pooled fund· $28.5M(93% 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.
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| SEPARATE ACCOUNT SCAI MASSMUTUAL LIFE INSURANCE CO. · EIN 04-1590850 / PN 000 | Pooled Separate Account | — | — | $28.5M | 92.7% |
Related plans
Other plans using SUMMIT FINANCIAL LLC
KENS FOODS, INC
KEN'S FOODS, INC. EMPLOYEE THRIFT PLAN
$124.4M · 1,651 participants
BROAN-NUTONE LLC
NORTEK RETIREMENT PLAN
$43.2M · 84 participants
SPORTSMEDIA TECHNOLOGY CORPORATION
SMT 401(K) PLAN
$40.9M · 453 participants
HIGHLANDS RESIDENTIAL MORTGAGE
HIGHLANDS RESIDENTIAL MORTGAGE, LTD. 401(K) PLAN
$27.7M · 433 participants
EWIE GROUP OF COMPANIES, LLC
EWIE GROUP OF COMPANIES 401(K) PLAN
$27.7M · 495 participants
EWIE CO., INC.
EWIE GROUP OF COMPANIES 401(K) PLAN
$24.7M · 527 participants
Similar-size Wholesale Trade plans
INTERSTATE CHEMICAL COMPANY, INC
INTERSTATE CHEMICAL COMPANY 401(K) / PROFIT SHARING PLAN
$30.7M · 271 participants
TRICON ENERGY, INC.
TRICON ENERGY, INC. 401(K) PROFIT SHARING PLAN AND TRUST
$30.3M · 145 participants
SHRIEVE CHEMICAL COMPANY, LLC
SHRIEVE CHEMICAL COMPANY, LLC 401(K) PROFIT SHARING PLAN
$30.3M · 217 participants
THE RUHOF CORPORATION
THE RUHOF CORPORATION PROFIT SHARING PLAN
$31.5M · 101 participants
SAMSUNG C&T AMERICA, INC.
SAMSUNG C&T AMERICA, INC. RETIREMENT SAVINGS PLAN
$29.6M · 439 participants
BERJE, INC.
BERJE, INC. RETIREMENT PLAN
$29.2M · 173 participants
Large plans in New Jersey
JPMORGAN CHASE BANK, NATIONAL ASSOCIATION
JPMORGAN CHASE 401(K) SAVINGS PLAN
$52.9B · 185,310 participants
VERIZON COMMUNICATIONS INC.
VERIZON MASTER SAVINGS TRUST
$41.1B
PGIM, INC.
PGIM FIXED INCOME GLOBAL LIQUIDITY RELATIVE VALUE MASTER FUND, LTD.
$38.4B
VERIZON COMMUNICATIONS INC.
VERIZON SAVINGS PLAN FOR MANAGEMENT EMPLOYEES
$29.4B · 63,563 participants
JOHNSON AND JOHNSON
JOHNSON AND JOHNSON SAVINGS PLAN TRUST
$24.2B
JOHNSON AND JOHNSON
JOHNSON AND JOHNSON SAVINGS PLAN
$23.6B · 44,280 participants