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Original filing (PDF)20251015143604NAL0002463971003
S. S. WHITE TECHNOLOGIES, INC.
Form 5500
FILING_RECEIVED
S. S. WHITE EMPLOYEES 401(K) SAVINGS PLAN
401(k) retirement plan
Signals · 1
~100 bps in Sched C fees
Active participants
129
Accounts w/ balance
189
Plan assets (EOY)
$4.8M
Net assets (EOY)
$4.8M
How this plan invests
This plan
31 pooled trusts
Schedule D
41 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
91
/ 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
65
Vendor stack
100
Participation health
100
Knocking points off
- 100 bps in Schedule C fees — 93% above peer band of 52 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for S. S. WHITE TECHNOLOGIES, INC..
Plan sponsor
Name
S. S. WHITE TECHNOLOGIES, INC.
EIN
22-2903476
Address
8300 SHEEN DRIVE · ST. PETERSBURG, FL · 33709
Phone
(727) 626-2833
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
KELLY PARTNERS ATTEST SERVICES LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TRANSAMERICA FINANCIAL LIFE INS CO | 36-6071399 | — | RECORD KEEPER | $30K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MERRILL LYNCH | 13-2808480 | — | INVESTMENT ADVISORY | $18K | — |
Investments
9 direct securities · 31 pooled funds· $5.8M(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.
Pooled Separate Account
$3.6M
31 holdings
Uncategorized
$2.2M
9 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Group Annuity Contract * Transamerica Fin Life Ins Co Transamerica Stable Value Advantage | — | — | — | $1.2M | 24.2% | |
| TA BLACKROCK LP INDEX 2050 RET ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 83-1098532 / PN 307 | Pooled Separate Account | — | — | $587K | 12.2% | |
| TA BLACKROCK LP IDX RTMENT RT ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 83-1098532 / PN 301 | Pooled Separate Account | — | — | $464K | 9.7% | |
| TA BLACKROCK LP INDEX 2035 RET ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 83-1098532 / PN 304 | Pooled Separate Account | — | — | $436K | 9.1% | |
| Transamerica Fin Life Ins Co TA BlackRock LifepathIndx2035 Ret Acct | — | — | — | $436K | 9.1% | |
| TA BLACKROCK LP INDEX 2030 RET ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 83-1098532 / PN 303 | Pooled Separate Account | — | — | $222K | 4.6% | |
| Transamerica Fin Life Ins Co TA Vanguard Total Stck Mrkt Index Ret Acct | — | — | — | $200K | 4.2% | |
| TA VANGUARD TTL STOCK MKT IDX ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 166 | Pooled Separate Account | — | — | $200K | 4.2% | |
| BLACKROCK MID-CAP GR EQ RET ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 83-1098532 / PN 098 | Pooled Separate Account | — | — | $198K | 4.1% | |
| AMERICAN FDS GR FD OF AMERICA ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 975 | Pooled Separate Account | — | — | $183K | 3.8% | |
| TA BLACKROCK LP INDEX 2055 RET ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 83-1098532 / PN 308 | Pooled Separate Account | — | — | $181K | 3.8% | |
| Transamerica Fin Life Ins Co Transamerica Prtnrs Stck Indx Ret Acct | — | — | — | $151K | 3.2% | |
| TRANSAMERICA PTNR STOCK IDX RT ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 139 | Pooled Separate Account | — | — | $151K | 3.2% | |
| T. ROWE PRICE GR STOCK RET ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 958 | Pooled Separate Account | — | — | $139K | 2.9% | |
| TA BLACKROCK LP INDEX 2045 RET ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 83-1098532 / PN 306 | Pooled Separate Account | — | — | $124K | 2.6% | |
| INVESCO GR AND INC RET ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 729 | Pooled Separate Account | — | — | $122K | 2.5% | |
| Transamerica Fin Life Ins Co Invesco Growth and Income Ret Acct | — | — | — | $122K | 2.5% | |
| ALLSPRING SPECIAL SM CP VAL RT ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 965 | Pooled Separate Account | — | — | $120K | 2.5% | |
| TA BLACKROCK LP INDEX 2060 RET ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 83-1098532 / PN 309 | Pooled Separate Account | — | — | $99K | 2.1% | |
| GOLDMAN SACHS LG CP VAL INSIGHTS TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 089 | Pooled Separate Account | — | — | $81K | 1.7% | |
| Notes receivable from participants secured by participant accounts | — | — | — | $59K | 1.2% | |
| BLACKROCK HIGH YIELD BD RET ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 219 | Pooled Separate Account | — | — | $58K | 1.2% | |
| TA BLACKROCK LP INDEX 2040 RET ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 83-1098532 / PN 305 | Pooled Separate Account | — | — | $40K | 0.8% | |
| AMERICAN FDS NEW PERSPECTIVE ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 255 | Pooled Separate Account | — | — | $33K | 0.7% | |
| Transamerica Fin Life Ins Co American Funds Fundmntl Invst Ret Acct | — | — | — | $28K | 0.6% | |
| AMERICAN FDS FDAMENTAL INVS RT ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 232 | Pooled Separate Account | — | — | $28K | 0.6% | |
| JPMORGAN CORE PLUS BD RET ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 83-1098532 / PN 117 | Pooled Separate Account | — | — | $23K | 0.5% | |
| Transamerica Fin Life Ins Co Transamerica Prtnrs Stck Indx Ret Acct | — | — | — | $22K | 0.5% | |
| VIRTUS CEREDEX MD-CP VAL EQ RT ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 339 | Pooled Separate Account | — | — | $22K | 0.5% | |
| JANUS HENDERSON BALANCED RET ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 227 | Pooled Separate Account | — | — | $15K | 0.3% | |
| ALGER SMALL CAP FOCUS RET ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 83-1098532 / PN 092 | Pooled Separate Account | — | — | $15K | 0.3% | |
| AMERICAN FDS EUROPACIFIC GR RT ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 076 | Pooled Separate Account | — | — | $9K | 0.2% | |
| AMERICAN CENTURY INF-ADJ BD RT ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 83-1098532 / PN 096 | Pooled Separate Account | — | — | $9K | 0.2% | |
| CLEARBRIDGE INTL VAL RET ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 936 | Pooled Separate Account | — | — | $5K | 0.1% | |
| INVESCO MAIN STREET MID CAP RET TRANSAMERICA FINANCIAL LIFE INS CO · EIN 83-1098532 / PN 089 | Pooled Separate Account | — | — | $3K | <0.1% | |
| STATE STREET RUSSELL SM CP IDX TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 437 | Pooled Separate Account | — | — | $3K | <0.1% | |
| LORD ABBETT INC RET ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 83-1098532 / PN 120 | Pooled Separate Account | — | — | $2K | <0.1% | |
| STATE STREET INTL INDEX RET ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 004 | Pooled Separate Account | — | — | $1K | <0.1% | |
| Transamerica Fin Life Ins Co State Street Internatnl Index Ret Acct | — | — | — | $1K | <0.1% | |
| TA BLACKROCK LP INDEX 2025 RET ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 83-1098532 / PN 302 | Pooled Separate Account | — | — | $0 | <0.1% |
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