How big is Stracon Services Group, LLC's plan?

Stracon Services Group, LLC's plan reported $13.0M in assets and 233 participants for 2024.

Original filing (PDF)20250822101353NAL0005183553001

Stracon Services Group, LLC

Name: Stracon Services Group, LLC — Stracon Services Group, Form 5500 (2024)
Creator: Stracon Services Group, LLC
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Stracon Services Group 401(k) Plan

401(k) retirement plan · Stracon Services Group, LLC's Stracon Services Group 401(k) Plan held $13.0M in plan assets for 233 participants in 2024, with Ascensus as recordkeeper.

Active participants

233

Accounts w/ balance

286

Plan assets (EOY)

$13.0M

Net assets (EOY)

$13.0M

People on this filing

Cereena Craig signed Stracon Services Group, LLC's 2024 Form 5500 as plan administrator.

Cereena Craig — 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

Stracon Services Group, LLC's EIN is 20-5799138.

EIN 20-5799138

Plan number 001

Plan year 2024

ACK ID 20250822101353NAL0005183553001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Stracon Services Group, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

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

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How this plan invests

This plan

34 securities

funds · stocks · CUSIPs

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

Plan health score

Above-average plan

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 (12th percentile).

Plan sponsor

Name

STRACON SERVICES GROUP, LLC

EIN

all filings

Address

6100 SOUTHWEST BLVD · SUITE 510 · FORT WORTH, TX · 76109

Phone

(817) 698-0100

Industry

Engineering Services· Professional & Technical Services

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

2025-08-22

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

3D · Pre-approved plan (master / prototype / VS)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2F · ERISA section 404(c)

2T · Default investment account (QDIA)

Service providers (Schedule C)

2 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
ASCENSUS LLC	11-3665754	—	NONE	$32K	—

Investment manager

Name	EIN	Location	Relation	Direct comp	Indirect comp
SANCTUARY ADVISORS LLC	—	INDIANAPOLIS, IN	NONE	$47K	—

Investments

34 direct securities· $11.9M(92% of reported assets)

Other securities

$8.4M

25 holdings

Common Collective Trusts

$1.8M

2 holdings

Mutual Funds

$1.4M

4 holdings

Participant loans

$144K

1 holding

Bonds / Notes

$144K

1 holding

Pooled Separate Accounts

$3K

1 holding

					% of plan
BlackRock Lifepath Index 2035 K Mutual Fund	Other securities	—	—	$1.6M	11.9%
Fidelity 500 Index Fund Mutual Fund	Common Collective Trusts	—	—	$1.5M	11.9%
BlackRock Lifepath Index Retire K Mutual Fund	Other securities	—	—	$1.2M	9.3%
BlackRock Lifepath Index 2040 K Mutual Fund	Other securities	—	—	$830K	6.4%
BlackRock Lifepath Index 2030 K Mutual Fund	Other securities	—	—	$820K	6.3%
NYLI Winslow Large Cap Growth R6 Mutual Fund	Other securities	—	—	$757K	5.8%
BlackRock Lifepath Index 2050 K Mutual Fund	Other securities	—	—	$731K	5.6%
BlackRock Lifepath Index 2045 K Mutual Fund	Other securities	—	—	$708K	5.4%
Vanguard Federal Money Market Inv Interest Bearing Cash	Mutual Funds	—	—	$498K	3.8%
BlackRock Lifepath Index 2055 K Mutual Fund	Other securities	—	—	$468K	3.6%
Fidelity Total International Index Mutual Fund	Mutual Funds	—	—	$455K	3.5%
BlackRock Lifepath Index 2060 K Mutual Fund	Other securities	—	—	$316K	2.4%
Fidelity U.S. Bond Index Fund Mutual Fund	Common Collective Trusts	—	—	$296K	2.3%
JHancock Disciplined Value R6 Mutual Fund	Other securities	—	—	$289K	2.2%
Fidelity Mid Cap Index Mutual Fund	Mutual Funds	—	—	$234K	1.8%
Fidelity Small Cap Index Mutual Fund	Mutual Funds	—	—	$212K	1.6%
Various Rates and Maturities Participant's Loan Account 0	Participant loans	—	—	$144K	1.1%
Notes receivable from participants Bearing interest at 3.25%-8.50% -	Bonds / Notes	—	—	$144K	1.1%
Allspring Special Small Cap Value R6 Mutual Fund	Other securities	—	—	$116K	0.9%
Hartford Core Equity R6 Mutual Fund	Other securities	—	—	$113K	0.9%
Macquarie Small Cap Core R6 Mutual Fund	Other securities	—	—	$89K	0.7%
ClearBridge Small Cap Growth IS Mutual Fund	Other securities	—	—	$78K	0.6%
Hartford Schroders Intl Stock SDR Mutual Fund	Other securities	—	—	$71K	0.5%
BlackRock LifePath Index 2065 K Mutual Fund	Other securities	—	—	$65K	0.5%
Western Asset Core Bond IS Mutual Fund	Other securities	—	—	$62K	0.5%
American Century Infl-Adj Bond R6 Mutual Fund	Other securities	—	—	$41K	0.3%
Cohen & Steers Global Realty Shares Z Mutual Fund	Other securities	—	—	$29K	0.2%
(CL) Hartford Schroders E/M Equity SDR Mutual Fund	Other securities	—	—	$25K	0.2%
BlackRock High Yield Portfolio K Mutual Fund	Other securities	—	—	$22K	0.2%
Loomis Sayles Global Bond Fund N Mutual Fund	Other securities	—	—	$8K	<0.1%
Carillon Scout Mid Cap R6 Mutual Fund	Other securities	—	—	$4K	<0.1%
(1) X This form is filed for a CCT, PSA, or MTIA.	Pooled Separate Accounts	—	—	$3K	<0.1%
performed pursuant to both 29 CFR 2520.103-8 and 29 CFR 2520.103-12(d). Check box (3) if pursuant to neither.	Other securities	—	$3K	$3K	<0.1%
Yes No Amount a	Other securities	—	—	$3K	<0.1%