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Original filing (PDF)20251015065902NAL0002029571001
STREAMLIGHT, INC.
Form 5500
FILING_RECEIVED
STREAMLIGHT, INC. 401(K) RETIREMENT PLAN
401(k) retirement plan
Active participants
352
Accounts w/ balance
384
Plan assets (EOY)
$74.0M
Net assets (EOY)
$74.0M
How this plan invests
This plan
1 pooled trust
Schedule D
28 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 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
100
Participation health
100
Helping the score
- Below-peer total fees (4 bps vs 16 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for STREAMLIGHT, INC..
Plan sponsor
Name
STREAMLIGHT, INC.
EIN
22-2005785
Address
30 EAGLEVILLE RD · EAGLEVILLE, PA · 19403
Phone
(610) 631-0600
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
KREISCHER MILLER
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $12K | — |
| ADP BROKER-DEALER | 22-3319984 | — | RECORD KEEPER | $0 | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GLOBAL RETIREMENT PARTNERS | 47-1411118 | — | INVESTMENT/FINANCIAL ADVI | $16K | — |
Investments
27 direct securities · 1 pooled fund· $72.5M(98% 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.
Registered Investment Companies
$60.5M
27 holdings
Common Collective Trust
$11.9M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| METLIFE REL ST VAL 25053 - 0 RELIANCE TRUST COMPANY · EIN 46-6625485 / PN 001 | Common Collective Trust | — | — | $11.9M | 16.1% | |
| VANGUARD BAL IDX - ADM | Registered Investment Companies | — | — | $10.8M | 14.5% | |
| VANGUARD 500 INDEX FUND - ADM | Registered Investment Companies | — | — | $7.5M | 10.1% | |
| MFS MOD ALLOC - R4 | Registered Investment Companies | — | — | $4.9M | 6.7% | |
| ALLSPRING GROWTH R6 | Registered Investment Companies | — | — | $4.3M | 5.8% | |
| VICTORY ESTABLISHED VALUE R6 | Registered Investment Companies | — | — | $3.7M | 5.0% | |
| NEUBERGER BERMAN GENESIS - R6 | Registered Investment Companies | — | — | $3.2M | 4.3% | |
| AMER FUNDS NEW PERSP R6 | Registered Investment Companies | — | — | $2.5M | 3.4% | |
| T ROWE PRICE GLOBAL TECH I | Registered Investment Companies | — | — | $2.4M | 3.2% | |
| JPMORGAN EQUITY INCOME FUND R6 | Registered Investment Companies | — | — | $2.1M | 2.9% | |
| CARILLON EAGLE MID CAP GRTH R6 | Registered Investment Companies | — | — | $2.0M | 2.7% | |
| MFS INTL DIVERSIFICATION R4 | Registered Investment Companies | — | — | $1.9M | 2.5% | |
| LOOMIS SAYLES CORE PLUS BOND N | Registered Investment Companies | — | — | $1.8M | 2.4% | |
| PIMCO INCOME FUND - INSTL | Registered Investment Companies | — | — | $1.7M | 2.4% | |
| VANGUARD FTSE SOCIAL INDEX ADM | Registered Investment Companies | — | — | $1.7M | 2.2% | |
| MFS GRTH ALLOC R4 | Registered Investment Companies | — | — | $1.4M | 2.0% | |
| MFS CONS ALLOC - R4 | Registered Investment Companies | — | — | $1.3M | 1.8% | |
| WASATCH SMALL CAP VALUE INVEST | Registered Investment Companies | — | — | $1.1M | 1.5% | |
| VANGUARD HEALTH CARE FUND ADM | Registered Investment Companies | — | — | $1.1M | 1.4% | |
| VANG EQUITY INC ADM | Registered Investment Companies | — | — | $1.1M | 1.4% | |
| VANGUARD SMALL CAP INDEX ADMRL | Registered Investment Companies | — | — | $946K | 1.3% | |
| DAVIS FINANCIAL Y | Registered Investment Companies | — | — | $935K | 1.3% | |
| VANGUARD MID CAP INDEX - ADM | Registered Investment Companies | — | — | $888K | 1.2% | |
| VANGUARD ENERGY INDEX FUND ADM | Registered Investment Companies | — | — | $814K | 1.1% | |
| VANGUARD REAL ESTATE INDEX ADM | Registered Investment Companies | — | — | $347K | 0.5% | |
| VAN FTSE ALL WLD EX US IDX ADM | Registered Investment Companies | — | — | $123K | 0.2% | |
| PIMCO COMMODITIESPLUS STR INST | Registered Investment Companies | — | — | $119K | 0.2% | |
| VANGUARD GROWTH INDEX FUND ADM | Registered Investment Companies | — | — | $10K | <0.1% |