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Original filing (PDF)20251008140823NAL0009569488001
SPECIALTY SYSTEMS INC.
Form 5500
FILING_RECEIVED
SPECIALTY SYSTEMS 401(K) PLAN
401(k) retirement plan
Active participants
230
Accounts w/ balance
189
Plan assets (EOY)
$21.4M
Net assets (EOY)
$21.4M
How this plan invests
This plan
1 pooled trust
Schedule D
35 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 (0 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SPECIALTY SYSTEMS INC..
Plan sponsor
Name
SPECIALTY SYSTEMS INC.
EIN
22-2247050
Address
1451 ROUTE 37 WEST · TOMS RIVER, NJ · 08755
Phone
(732) 341-1011
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
2025-10-08
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3H · Sponsor in controlled / affiliated group
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
WITHUMSMITH BROWN PC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $600 | — |
Investments
35 direct securities · 1 pooled fund· $21.2M(99% 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.
Uncategorized
$21.1M
35 holdings
Common Collective Trust
$129K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Institutional Services Company * Fidelity Investments Fidelity Contrafund | — | — | — | $3.1M | 14.3% | |
| Institutional Services Company * Fidelity Investments Fidelity Government Money Market | — | — | — | $2.8M | 13.3% | |
| Institutional Services Company * Fidelity Investments Fidelity Blue Chip Growth Fund | — | — | — | $2.3M | 10.7% | |
| Institutional Services Company * Fidelity Investments Fidelity Mid Cap Stock Fund | — | — | — | $1.5M | 7.0% | |
| Fidelity Investments Fidelity Low-Priced Stock Fund | — | — | — | $1.4M | 6.4% | |
| Institutional Services Company * Fidelity Investments Fidelity 500 Index Fund | — | — | — | $1.1M | 5.1% | |
| T.Rowe Price T. Rowe Price Retirement 2030 Fund | — | — | — | $888K | 4.2% | |
| Institutional Services Company * Fidelity Investments Fidelity U.S. Bond Index Fund | — | — | — | $857K | 4.0% | |
| T.Rowe Price T. Rowe Price Retirement 2040 Fund | — | — | — | $698K | 3.3% | |
| T.Rowe Price T. Rowe Price Dividend Growth Fund | — | — | — | $696K | 3.3% | |
| Institutional Services Company * Fidelity Investments Fidelity Diversified International Fund | — | — | — | $569K | 2.7% | |
| T.Rowe Price T. Rowe Price Retirement 2020 Fund | — | — | — | $558K | 2.6% | |
| MFS Fund MFS Value Fund | — | — | — | $516K | 2.4% | |
| Baird Core Plus Bond Fund | — | — | — | $504K | 2.4% | |
| T.Rowe Price T. Rowe Price Retirement 2025 Fund | — | — | — | $481K | 2.3% | |
| Institutional Services Company * Fidelity Investments Fidelity Small Cap Growth Fund | — | — | — | $417K | 2.0% | |
| T.Rowe Price T. Rowe Price Retirement 2035 Fund | — | — | — | $393K | 1.8% | |
| PGIM Investments PGIM High Yield Fund | — | — | — | $375K | 1.8% | |
| American Funds American Funds American Mutual Fund | — | — | — | $294K | 1.4% | |
| T.Rowe Price T. Rowe Price Retirement 2055 Fund | — | — | — | $267K | 1.3% | |
| Institutional Services Company * Fidelity Investments Fidelity International Index Fund | — | — | — | $213K | 1.0% | |
| Baird Short-Term Bond Fund | — | — | — | $200K | 0.9% | |
| Institutional Services Company * Fidelity Investments Fidelity Extended Market Index Fund | — | — | — | $183K | 0.9% | |
| Invesco Small Cap Value Fund Class R6 | — | — | — | $158K | 0.7% | |
| Party Rate of Interest, Collateral, Par, or Maturity Value (d) Cost** (e) Current Value * Fidelity Investments Fidelity Managed Income Portfolio | — | — | — | $129K | 0.6% | |
| MIP CL 1 FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 024 | Common Collective Trust | — | — | $129K | 0.6% | |
| American Century American Century Small Cap Value Fund | — | — | — | $107K | 0.5% | |
| T.Rowe Price T. Rowe Price Retirement 2010 Fund | — | — | — | $91K | 0.4% | |
| Cohen & Steers Cohen & Steers Global Realty Shares | — | — | — | $78K | 0.4% | |
| T.Rowe Price T. Rowe Price Retirement 2045 Fund | — | — | — | $71K | 0.3% | |
| T.Rowe Price T. Rowe Price Retirement 2060 Fund | — | — | — | $57K | 0.3% | |
| Columbia Small Cap Index Fund | — | — | — | $37K | 0.2% | |
| T.Rowe Price T. Rowe Price Retirement 2050 Fund | — | — | — | $35K | 0.2% | |
| Institutional Services Company Allspring Special Small Cap Value Fund | — | — | — | $22K | 0.1% | |
| T.Rowe Price T. Rowe Price Retirement 2005 Fund | — | — | — | $7K | <0.1% | |
| T.Rowe Price T. Rowe Price Retirement 2015 Fund | — | — | — | $7K | <0.1% |
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