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Original filing (PDF)20250818102321NAL0000580547001
SYSTEMS TECHNOLOGIES, INC.
Form 5500
FILING_RECEIVED
SYSTEMS TECHNOLOGIES, INC. 401K PLAN
401(k) retirement plan
Active participants
65
Accounts w/ balance
111
Plan assets (EOY)
$20.9M
Net assets (EOY)
$20.9M
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
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SYSTEMS TECHNOLOGIES, INC..
Plan sponsor
Name
SYSTEMS TECHNOLOGIES, INC.
EIN
22-3024504
Address
185 ROUTE 36 · WEST LONG BRANCH, NJ · 07764
Phone
(732) 571-6400
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
2025-08-18
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
WITHUM SMITH & BROWN, PC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsOther
3| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SAIPH CAPITAL, LLC | 86-2052065 | — | SERVICE PROVIDER | $31K | — |
| WITHUM SMITH BROWN | 22-2027092 | — | SERVICE PROVIDER | $18K | — |
| VOYA RETIREMENT INSURANCE & ANNUITY | 71-0294708 | — | SERVICE PROVIDER | $1K | — |
Investments
34 direct securities · 1 pooled fund· $40.3M(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
Uncategorized
$20.9M
34 holdings
Pooled Separate Account
$19.4M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| VARIABLE ANNUITY ACCOUNT D VOYA RETIREMENT INSURANCE & ANNUITY CO · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $19.4M | 92.5% | |
| Voya Retirement Insurance and Annuity Company JPMorgan Large Cap Growth Fund - Class R6 n/a | — | — | — | $4.8M | 23.0% | |
| Voya Retirement Insurance and Annuity Company Vanguard LifeStrategy Moderate Growth Fund - Investor Shares n/a | — | — | — | $3.5M | 16.5% | |
| Voya Retirement Insurance and Annuity Company Vanguard 500 Index Fund - Admiral Shares n/a | — | — | — | $3.1M | 14.9% | |
| Voya Retirement Insurance and Annuity Company Vanguard LifeStrategy Growth Fund - Investor Shares n/a | — | — | — | $2.6M | 12.6% | |
| Voya Retirement Insurance and Annuity Company Voya Fixed Account n/a | — | — | — | $1.6M | 7.5% | |
| Voya Retirement Insurance and Annuity Company Vanguard LifeStrategy Conservative Growth Fund - Investor Shares n/a | — | — | — | $757K | 3.6% | |
| Voya Retirement Insurance and Annuity Company American Funds New Perspective - Class R6 n/a | — | — | — | $733K | 3.5% | |
| Voya Retirement Insurance and Annuity Company Vanguard Target Retirement 2025 Fund - Investor Shares n/a | — | — | — | $441K | 2.1% | |
| Voya Retirement Insurance and Annuity Company Vanguard Target Retirement 2035 Fund - Investor Shares n/a | — | — | — | $352K | 1.7% | |
| Voya Retirement Insurance and Annuity Company ClearBridge Small Cap Growth Fund - Class IS n/a | — | — | — | $283K | 1.4% | |
| Voya Retirement Insurance and Annuity Company Vanguard Mid-Cap Index Fund - Admiral Shares n/a | — | — | — | $265K | 1.3% | |
| Voya Retirement Insurance and Annuity Company Eaton Vance Income Fund of Boston - Class R6 n/a | — | — | — | $240K | 1.1% | |
| Voya Retirement Insurance and Annuity Company Vanguard Target Retirement Income Fund - Investor Shares n/a 680 * Voya Retirement Insurance and Annuity Company Voya Intermediate Bond Fund - Class R6 n/a | — | — | — | $196K | 0.9% | |
| Voya Retirement Insurance and Annuity Company American Century Investments Mid Cap Value Fund - Class R6 n/a | — | — | — | $184K | 0.9% | |
| Voya Retirement Insurance and Annuity Company Vanguard Target Retirement 2050 Fund - Investor Shares n/a | — | — | — | $169K | 0.8% | |
| Voya Retirement Insurance and Annuity Company PIMCO Real Return Fund - Institutional Class n/a | — | — | — | $161K | 0.8% | |
| Voya Retirement Insurance and Annuity Company Neuberger Berman Mid Cap Growth Fund - Class R6 n/a | — | — | — | $157K | 0.7% | |
| Voya Retirement Insurance and Annuity Company Vanguard Small-Cap Index Fund - Admiral Shares n/a | — | — | — | $155K | 0.7% | |
| Voya Retirement Insurance and Annuity Company JPMorgan U.S. Value Fund - Class R6 n/a | — | — | — | $148K | 0.7% | |
| Voya Retirement Insurance and Annuity Company Vanguard Target Retirement 2030 Fund - Investor Shares n/a | — | — | — | $140K | 0.7% | |
| Voya Retirement Insurance and Annuity Company MFS International Growth Fund - Class R6 n/a | — | — | — | $135K | 0.6% | |
| Voya Retirement Insurance and Annuity Company Vanguard Target Retirement 2020 Fund - Investor Shares n/a | — | — | — | $117K | 0.6% | |
| Voya Retirement Insurance and Annuity Company American Funds American Balanced Fund - Class R6 n/a | — | — | — | $116K | 0.6% | |
| Voya Retirement Insurance and Annuity Company PIMCO Income Fund - Institutional Class n/a | — | — | — | $98K | 0.5% | |
| Voya Retirement Insurance and Annuity Company Vanguard LifeStrategy Income Fund - Investor Shares n/a | — | — | — | $85K | 0.4% | |
| Voya Retirement Insurance and Annuity Company Vanguard Target Retirement 2040 Fund - Investor Shares n/a | — | — | — | $82K | 0.4% | |
| Voya Retirement Insurance and Annuity Company Vanguard Target Retirement 2045 Fund - Investor Shares n/a | — | — | — | $81K | 0.4% | |
| Voya Retirement Insurance and Annuity Company DFA US Targeted Value Portfolio - Institutional Class n/a | — | — | — | $67K | 0.3% | |
| Voya Retirement Insurance and Annuity Company American Funds Capital Income Builder - Class R6 n/a | — | — | — | $59K | 0.3% | |
| Voya Retirement Insurance and Annuity Company Vanguard Target Retirement 2055 Fund - Investor Shares n/a | — | — | — | $59K | 0.3% | |
| Voya Retirement Insurance and Annuity Company DFA Real Estate Securities Portfolio - Institutional Class n/a | — | — | — | $33K | 0.2% | |
| Voya Retirement Insurance and Annuity Company Vanguard Target Retirement 2060 Fund - Investor Shares n/a | — | — | — | $10K | <0.1% | |
| Voya Retirement Insurance and Annuity Company DFA Emerging Markets Portfolio - Institutional Class n/a | — | — | — | $3K | <0.1% | |
| Voya Retirement Insurance and Annuity Company Brandywine GLOBAL - Global Opportunities Bond Fund - Class IS n/a | — | — | — | $1K | <0.1% |
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