Back to filter
Original filing (PDF)20251015120729NAL0004798497001
A. STUCKI COMPANY
Form 5500
FILING_RECEIVED
A. STUCKI COMPANY 401(K) PROFIT SHARING PLAN AND TRUST
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
594
Accounts w/ balance
892
Plan assets (EOY)
$35.3M
Net assets (EOY)
$35.3M
How this plan invests
This plan
17 pooled trusts
Schedule D
34 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
- 36 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 A. STUCKI COMPANY.
Plan sponsor
Name
A. STUCKI COMPANY
EIN
20-8608763
Address
360 WRIGHT BROTHERS DRIVE · MOON TOWNSHIP, PA · 15108
Phone
(412) 465-9141
Industry
Manufacturingsee 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
2025-10-15
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
GROSSMAN YANAK-FORD LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsAdvisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ALLIANT INSURANCE SERVICES, INC. | 33-0785439 | — | INVESTMENT ADVISORY | $0 | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $128K | — |
Investments
20 direct securities · 17 pooled funds· $36.9M(100% 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.
Common Collective Trust
$28.9M
13 holdings
Uncategorized
$6.5M
20 holdings
Pooled Separate Account
$1.5M
4 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| PRIN LIFETIME HB 2035 CIT U PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 006 | Common Collective Trust | — | — | $8.3M | 23.4% | |
| PRIN LIFETIME HYB 2030 CIT U PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 005 | Common Collective Trust | — | — | $5.8M | 16.5% | |
| PRIN LIFETIME HYB 2025 CIT U PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 004 | Common Collective Trust | — | — | $3.4M | 9.6% | |
| PRIN LIFETIME HB 2045 CIT U PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 008 | Common Collective Trust | — | — | $2.8M | 8.0% | |
| PRIN LIFETIME HB 2040 CIT U PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 007 | Common Collective Trust | — | — | $2.2M | 6.3% | |
| PRIN LIFETIME HY 2055 CIT U PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 010 | Common Collective Trust | — | — | $1.9M | 5.4% | |
| PRIN LIFETIME HY 2050 CIT U PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 009 | Common Collective Trust | — | — | $1.8M | 5.2% | |
| Similar Party Collateral, Par or Maturity Value Current Value Fidelity Investments Fidelity 500 Index Fund Mutual Fund | — | — | — | $1.5M | 4.1% | |
| November 2029 | — | — | — | $1.4M | 3.9% | |
| Principal Life Insurance Company Large Cap Growth I Pooled Separate Account | — | — | — | $1.1M | 3.0% | |
| PRIN LARGECAP GROWTH I SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 066 | Pooled Separate Account | — | — | $1.1M | 3.0% | |
| Principal Life Insurance Company Principal Guaranteed Option Guaranteed Investment Contract | — | — | — | $984K | 2.8% | |
| PRIN LIFETIME HYB 2020 CIT U PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 003 | Common Collective Trust | — | — | $954K | 2.7% | |
| PRIN LIFETIME HY 2060 CIT U PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 012 | Common Collective Trust | — | — | $808K | 2.3% | |
| Similar Party Collateral, Par or Maturity Value Current Value * Principal Global Investors Trust Lifetime Hybrid Income Common/Collective Trust | — | — | — | $380K | 1.1% | |
| PRIN LIFETIME HY INC CIT U PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 011 | Common Collective Trust | — | — | $380K | 1.1% | |
| PRIN LIFETIME HY 2065 CIT U PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 013 | Common Collective Trust | — | — | $307K | 0.9% | |
| RidgeWorth Funds Virtus Ceredex Mid Cap Value Equity Mutual Fund | — | — | — | $259K | 0.7% | |
| PRIN SMCAP S&P 600 INDEX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 028 | Pooled Separate Account | — | — | $178K | 0.5% | |
| BlackRock Mid Cap Growth Equity Mutual Fund | — | — | — | $164K | 0.5% | |
| PRIN LIFETIME HYB 2015 CIT U PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 002 | Common Collective Trust | — | — | $153K | 0.4% | |
| Principal Life Insurance Company Mid Cap S&P 400 Index Pooled Separate Account | — | — | — | $146K | 0.4% | |
| PRIN MIDCAP S&P 400 IDX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 023 | Pooled Separate Account | — | — | $146K | 0.4% | |
| Goldman Sachs International SC Insights R6 Fund Mutual Fund | — | — | — | $95K | 0.3% | |
| Fidelity Investments Fidelity International Index Fund Mutual Fund | — | — | — | $83K | 0.2% | |
| PRIN EQUITY INCOME SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 120 | Pooled Separate Account | — | — | $82K | 0.2% | |
| Janus International Holding JanusHenderson Trition Mutual Fund | — | — | — | $78K | 0.2% | |
| Neuberger Berman Management Real Estate R6 Fund Mutual Fund | — | — | — | $60K | 0.2% | |
| American Funds Euro Pacific Growth Mutual Fund | — | — | — | $57K | 0.2% | |
| Dimensional Fund Advisors DFA Emerging Markets I Fund Mutual Fund | — | — | — | $53K | 0.2% | |
| American Beacon Funds Small Cap Value Mutual Fund | — | — | — | $53K | 0.2% | |
| PIMCO Funds Income Institutional Fund Mutual Fund | — | — | — | $43K | 0.1% | |
| PGIM Investment Retail Bond R6 Fund Mutual Fund | — | — | — | $43K | 0.1% | |
| PIMCO Funds All Asset Institutional Fund Mutual Fund | — | — | — | $42K | 0.1% | |
| Fidelity Investments Fidelity US Bond Index Fund Mutual Fund | — | — | — | $41K | 0.1% | |
| (E) | — | — | — | $7K | <0.1% | |
| PRIN LIFETIME HYB 2070 CIT U PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 014 | Common Collective Trust | — | — | $7K | <0.1% |