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Original filing (PDF)20251014133706NAL0002909681001
SYSTEM HIGH CORPORATION
Form 5500
FILING_RECEIVED
SYSTEM HIGH CORP. 401(K) RETIREMENT PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
572
Accounts w/ balance
816
Plan assets (EOY)
$44.8M
Net assets (EOY)
$44.8M
How this plan invests
This plan
27 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
93
/ 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
80
Vendor stack
80
Participation health
100
Knocking points off
- 39 bps in Schedule C fees — modestly above peer band of 29 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SYSTEM HIGH CORPORATION.
Plan sponsor
Name
SYSTEM HIGH CORPORATION
EIN
20-3836817
Address
15059 CONFERENCE CENTER DR · STE 200 · CHANTILLY, VA · 201513845
Phone
(571) 323-6565
Industry
Professional & Technical Servicessee 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
2025-10-14
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)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
RUBINO & COMPANY, CHARTERED
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsAdvisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MERRILL LYNCH PIERCE FENNER & SMITH | 13-5674085 | — | CONSULTANT | $69K | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $106K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| THE RETIREMENT ADVANTAGE, INC. | 39-1816008 | — | OTHER SERVICES | $0 | — |
Investments
27 direct securities· $44.5M(99% of reported assets)
Uncategorized
$44.4M
26 holdings
Pooled Separate Accounts
$158K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| American Funds Service Company American Funds Target Date Retirement 2030 Fund N/A | — | — | — | $6.8M | 15.2% | |
| American Funds Service Company American Funds Target Date Retirement 2040 Fund N/A | — | — | — | $5.3M | 11.9% | |
| American Funds Service Company American Funds Target Date Retirement 2050 Fund N/A | — | — | — | $4.8M | 10.8% | |
| American Funds Service Company American Funds Target Date Retirement 2035 Fund N/A | — | — | — | $4.7M | 10.5% | |
| American Funds Service Company American Funds Target Date Retirement 2045 Fund N/A | — | — | — | $3.7M | 8.3% | |
| American Funds Service Company American Funds Target Date Retirement 2055 Fund N/A | — | — | — | $3.5M | 7.7% | |
| American Funds Service Company American Funds Target Date Retirement 2025 Fund N/A | — | — | — | $3.2M | 7.0% | |
| BlackRock Advisors, LLC iShares S&P 500 Index Fund N/A | — | — | — | $2.5M | 5.7% | |
| Vanguard Group Vanguard U.S. Growth Fund N/A | — | — | — | $1.5M | 3.4% | |
| American Funds Service Company American Funds Target Date Retirement 2060 Fund N/A | — | — | — | $1.5M | 3.4% | |
| American Funds Service Company American Funds Target Date Retirement 2020 Fund N/A | — | — | — | $1.2M | 2.7% | |
| Vanguard Group Vanguard Small Cap Index Fund N/A | — | — | — | $874K | 2.0% | |
| BlackRock Advisors, LLC BlackRock Liquidity Fund N/A | — | — | — | $727K | 1.6% | |
| Notes receivable from participants Interest rates of 4.25% - 9.50% - | — | — | — | $656K | 1.5% | |
| Columbia Funds Columbia Dividend Income Fund N/A | — | — | — | $570K | 1.3% | |
| Neuberger Berman Management Neuberger Berman Genesis Fund N/A | — | — | — | $503K | 1.1% | |
| MFS Investment Management MFS International Diversification Fund N/A | — | — | — | $480K | 1.1% | |
| American Funds Service Company American Funds Target Date Retirement 2065 Fund N/A | — | — | — | $429K | 1.0% | |
| American Funds Service Company American Funds Target Date Retirement 2015 Fund N/A | — | — | — | $413K | 0.9% | |
| JP Morgan Funds JP Morgan Core Plus Bond Fund N/A | — | — | — | $352K | 0.8% | |
| American Funds Service Company American Funds New World Fund N/A | — | — | — | $285K | 0.6% | |
| Lord Abbett Lord Abbett Bond Debenture Fund N/A | — | — | — | $181K | 0.4% | |
| and Mutual Funds American Funds Service Company American Funds Target Date Retirement 2010 Fund N/A | Pooled Separate Accounts | — | — | $158K | 0.4% | |
| BlackRock Advisors, LLC iShares Russell MidCap Index Fund N/A | — | — | — | $40K | <0.1% | |
| ASSETS HELD AT END OF YEAR (E) | — | — | — | $40K | <0.1% | |
| ASSETS HELD AT END OF YEAR (E) | — | — | — | $2K | <0.1% | |
| American Funds Service Company American Funds American Balanced Fund N/A | — | — | — | $2K | <0.1% |
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