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Original filing (PDF)20251006154649NAL0002230211001
SMOOTH-ON, INC.
Form 5500
FILING_RECEIVED
SMOOTH-ON, INC 401(K) PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
246
Accounts w/ balance
274
Plan assets (EOY)
$30.1M
Net assets (EOY)
$30.1M
How this plan invests
This plan
29 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
98
/ 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
100
Vendor stack
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SMOOTH-ON, INC..
Plan sponsor
Name
SMOOTH-ON, INC.
EIN
22-1290880
Address
5600 LOWER MACUNGIE RD · MACUNGIE, PA · 18062
Phone
(484) 860-3631
Industry
Manufacturingsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-06
Pension benefit codes
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)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
BUCKNO LISICKY & COMPANY
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsOther
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ONE DIGITAL INVESTMENT ADVISORS | — | OVERLAND PARK, KS | NONE | $37K | — |
| ASCENSUS LLC | 11-3665754 | — | NONE | $37K | — |
Investments
29 direct securities· $30.1M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard 500 Index Adm Vanguard 0 | — | — | — | $5.4M | 17.9% | |
| T. Rowe Price Retirement 2040 Trust C T. Rowe Price 0 | — | — | — | $3.4M | 11.1% | |
| American Century Growth R6 American Century 0 | — | — | — | $3.0M | 10.1% | |
| (CL) Invesco Discovery R6 Invesco 0 | — | — | — | $2.0M | 6.6% | |
| Federated Hermes Capital Pres R6 Federated 0 | — | — | — | $1.8M | 6.1% | |
| T. Rowe Price Retirement 2035 Trust C T. Rowe Price 0 | — | — | — | $1.6M | 5.4% | |
| T. Rowe Price Retirement 2045 Trust C T. Rowe Price 0 | — | — | — | $1.5M | 5.0% | |
| T. Rowe Price Retirement 2050 Trust C T. Rowe Price 0 | — | — | — | $1.3M | 4.4% | |
| Vanguard Wellington Admiral Vanguard 0 | — | — | — | $1.2M | 3.9% | |
| Fidelity Mid Cap Index Fidelity 0 | — | — | — | $967K | 3.2% | |
| American Funds US Government Sec R6 American Funds 0 | — | — | — | $949K | 3.2% | |
| Fidelity Small Cap Index Fidelity 0 | — | — | — | $917K | 3.0% | |
| T. Rowe Price Retirement 2055 Trust C T. Rowe Price 0 | — | — | — | $804K | 2.7% | |
| Fidelity International Index Fidelity 0 | — | — | — | $773K | 2.6% | |
| T. Rowe Price Retirement 2030 Trust C T. Rowe Price 0 | — | — | — | $729K | 2.4% | |
| Dodge & Cox Income Fund I Dodge & Cox 0 | — | — | — | $612K | 2.0% | |
| Vanguard Equity Income Adm Vanguard 0 | — | — | — | $611K | 2.0% | |
| T. Rowe Price Retirement 2060 Trust C T. Rowe Price 0 | — | — | — | $567K | 1.9% | |
| T. Rowe Price Retirement 2010 Trust C T. Rowe Price 0 | — | — | — | $506K | 1.7% | |
| DFA U.S. Targeted Value Portfolio I DFA 0 | — | — | — | $336K | 1.1% | |
| T. Rowe Price Retirement 2020 Trust C T. Rowe Price 0 | — | — | — | $284K | 0.9% | |
| Macquarie Mid Cap Growth R6 Macquarie 0 | — | — | — | $276K | 0.9% | |
| MFS Mid Cap Value R6 MFS 0 | — | — | — | $148K | 0.5% | |
| T. Rowe Price Retirement 2025 Trust C T. Rowe Price 0 | — | — | — | $127K | 0.4% | |
| American Funds New World R6 American Funds 0 | — | — | — | $101K | 0.3% | |
| Fidelity RealEstate Investment Portf Fidelity 0 | — | — | — | $100K | 0.3% | |
| T. Rowe Price Retirement 2015 Trust C T. Rowe Price 0 | — | — | — | $55K | 0.2% | |
| BlackRock Inflation Protected Bond K BlackRock 0 | — | — | — | $29K | <0.1% | |
| T. Rowe Price Retirement 2065 Trust C T. Rowe Price 0 | — | — | — | $2K | <0.1% |