How big is Sirius Technical Services, Inc.'s plan?

Sirius Technical Services, Inc.'s plan reported $6.1M in assets and 582 participants for 2024.

Original filing (PDF)20251003085319NAL0001175137001

Sirius Technical Services, Inc.

Name: Sirius Technical Services, Inc. — Sirius Technical, Form 5500 (2024)
Creator: Sirius Technical Services, Inc.
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Sirius Technical Services, Inc. 401(k) Plan

401(k) retirement plan · Sirius Technical Services, Inc.'s Sirius Technical Services, Inc. 401(k) Plan held $6.1M in plan assets for 582 participants in 2024, with Newport Group as recordkeeper.

Signals · 1

~86 bps in Sched C fees

Active participants

582

Accounts w/ balance

247

Plan assets (EOY)

$6.1M

Net assets (EOY)

$6.1M

People on this filing

Corey Martin signed Sirius Technical Services, Inc.'s 2024 Form 5500 as plan administrator.

Corey Martin — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Sirius Technical Services, Inc.'s EIN is 20-2462138.

EIN 20-2462138

Plan number 001

Plan year 2024

ACK ID 20251003085319NAL0001175137001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Sirius Technical Services, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Sirius Technical Services, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for SIRIUS TECHNICAL SERVICES, INC..

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How this plan invests

This plan

25 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

Average plan with room to improve

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool.

Compliance & integrity

100

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Total administrative cost in the bottom quartile of peers (24th percentile).
Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (9th percentile).

Plan sponsor

Name

SIRIUS TECHNICAL SERVICES, INC.

EIN

all filings

Address

11 NORTH WATER STREET · SUITE 10290 · MOBILE, AL · 36602

Phone

(251) 305-4600

Industry

Admin Support & Waste Mgmt

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

2025-10-03

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)

3H · Sponsor in controlled / affiliated group

Service providers (Schedule C)

2 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
NEWPORT GROUP INC.	27-2037969	—	RECORDKEEPER	$37K	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
MITCHELL MCLEOD PUGH & WILLIAMS	—	MOBILE, AL	ADVISOR	$15K	—

Investments

25 direct securities· $6.0M(98% of reported assets)

Other securities

$5.0M

12 holdings

Common Collective Trusts

$817K

9 holdings

Bonds / Notes

$98K

1 holding

Cash / Money Market

$49K

1 holding

Mutual Funds

$15K

2 holdings

					% of plan
Target Retirement 2025 Fund Mutual fund	Other securities	—	—	$1.0M	17.3%
Target Retirement 2035 Fund Mutual fund	Other securities	—	—	$867K	14.3%
Target Retirement 2040 Fund Mutual fund	Other securities	—	—	$631K	10.4%
Target Retirement 2030 Fund Mutual fund	Other securities	—	—	$597K	9.8%
Target Retirement 2055 Fund Mutual fund	Other securities	—	—	$576K	9.5%
Growth Index Fund Mutual fund	Common Collective Trusts	—	—	$496K	8.2%
Target Retirement 2045 Fund Mutual fund	Other securities	—	—	$374K	6.2%
Target Retirement 2050 Fund Mutual fund	Other securities	—	—	$344K	5.7%
Target Retirement 2065 Fund Mutual fund	Other securities	—	—	$268K	4.4%
Target Retirement 2060 Fund Mutual fund	Other securities	—	—	$206K	3.4%
500 Index Fund Mutual fund	Common Collective Trusts	—	—	$101K	1.7%
Participant loans Interest rates range from 4.25% - 9.50%	Bonds / Notes	—	—	$98K	1.6%
Intermediate-Term Bond Index Fund Mutual fund	Common Collective Trusts	—	—	$58K	1.0%
Mid-Cap Index Fund Mutual fund	Common Collective Trusts	—	—	$52K	0.9%
Intermediate-Term Investment Grade Fund Mutual fund	Other securities	—	—	$49K	0.8%
Federal Money Market Fund Mutual fund	Cash / Money Market	—	—	$49K	0.8%
Balanced Index Fund Mutual fund	Common Collective Trusts	—	—	$39K	0.6%
Value Index Fund Mutual fund	Common Collective Trusts	—	—	$26K	0.4%
Developed Markets Index Fund Mutual fund	Common Collective Trusts	—	—	$22K	0.4%
Small Cap Index Fund Mutual fund	Common Collective Trusts	—	—	$16K	0.3%
Target Retirement 2070 Fund Mutual fund	Other securities	—	—	$13K	0.2%
DFA Real Estate Securities Fund Mutual fund	Mutual Funds	—	—	$8K	0.1%
American Funds New World Fund Mutual fund	Mutual Funds	—	—	$7K	0.1%
Short-Term Bond Index Fund Mutual fund	Common Collective Trusts	—	—	$5K	<0.1%
Short-Term Investment Grade Fund Mutual fund	Other securities	—	—	$5K	<0.1%