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Original filing (PDF)20251013131629NAL0002966994001
SFS GROUP USA, INC.
Form 5500
FILING_RECEIVED
SFS GROUP USA 401(K) PLAN
401(k) retirement plan
Active participants
1,561
Accounts w/ balance
1,954
Plan assets (EOY)
$113.8M
Net assets (EOY)
$113.8M
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
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SFS GROUP USA, INC..
Plan sponsor
Name
SFS GROUP USA, INC.
EIN
23-2332520
Address
1045 SPRING STREET · WYOMISSING, PA · 19610
Phone
(610) 790-2646
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
2025-10-13
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)
3H · Sponsor in controlled / affiliated group
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
HERBEIN AND COMPANY, INC.
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 | $121K | — |
Investments
28 direct securities · 1 pooled fund· $120.6M(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.
Uncategorized
$113.7M
28 holdings
Common Collective Trust
$6.9M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| American Funds 2025 Target Date Retirement Fund R6 Class Mutual Fund | — | — | — | $12.3M | 10.8% | |
| American Funds 2030 Target Date Retirement Fund R6 Class Mutual Fund | — | — | — | $12.1M | 10.6% | |
| American Funds 2035 Target Date Retirement Fund R6 Class Mutual Fund | — | — | — | $9.5M | 8.4% | |
| American Funds 2040 Target Date Retirement Fund R6 Class Mutual Fund | — | — | — | $8.9M | 7.8% | |
| Fidelity 500 Index Fund Mutual Fund | — | — | — | $7.4M | 6.5% | |
| American Funds 2020 Target Date Retirement Fund R6 Class Mutual Fund | — | — | — | $6.9M | 6.0% | |
| Goldman Sachs Stable Value Institutional Series Class 1 Stable Value Collective Trust Fund | — | — | — | $6.9M | 6.0% | |
| GS STABLE VAL INST1 GOLDMAN SACHS TRUST COMPANY NA · EIN 13-4166989 / PN 025 | Common Collective Trust | — | — | $6.9M | 6.0% | |
| American Funds 2045 Target Date Retirement Fund R6 Class Mutual Fund | — | — | — | $6.2M | 5.4% | |
| American Funds 2050 Target Date Retirement Fund R6 Class Mutual Fund | — | — | — | $5.6M | 4.9% | |
| American Funds American Mutual Fund Class R6 Mutual Fund | — | — | — | $5.2M | 4.6% | |
| MFS Massachusetts Invesors Growth Stock Fund R6 Class Mutual Fund | — | — | — | $4.8M | 4.3% | |
| American Funds 2060 Target Date Retirement Fund R6 Class Mutual Fund | — | — | — | $4.0M | 3.5% | |
| MFS Mid Cap Value Fund Class R6 Mutual Fund | — | — | — | $3.8M | 3.3% | |
| American Funds 2055 Target Date Retirement Fund R6 Class Mutual Fund | — | — | — | $3.7M | 3.3% | |
| Invesco Core Plus Bond Fund Class R6 Mutual Fund | — | — | — | $3.6M | 3.2% | |
| MFS International Diversification Fund Class R6 Mutual Fund | — | — | — | $2.1M | 1.9% | |
| BlackRock Advantage Small Cap Core Fund Class K Mutual Fund | — | — | — | $2.0M | 1.7% | |
| Maturity: 2025 - 2030 -0- | — | — | — | $2.0M | 1.7% | |
| American Funds Capital Income Builder R6 Mutual Fund | — | — | — | $1.8M | 1.6% | |
| American Funds 2065 Target Date Retirement Fund R6 Class Mutual Fund | — | — | — | $1.4M | 1.2% | |
| Fidelity Mid Cap Index Fund Mutual Fund | — | — | — | $1.4M | 1.2% | |
| DWS RREEF Real Estate Securities Fund - Class R6 Mutual Fund | — | — | — | $719K | 0.6% | |
| Fidelity Small Cap Index Fund Mutual Fund | — | — | — | $672K | 0.6% | |
| American Funds New World Fund Class R6 Mutual Fund | — | — | — | $405K | 0.4% | |
| Fidelity Global ex U.S. Index Fund Mutual Fund | — | — | — | $260K | 0.2% | |
| American Funds 2015 Target Date Retirement Fund R6 Class Mutual Fund | — | — | — | $127K | 0.1% | |
| American Funds 2010 Target Date Retirement Fund R6 Class Mutual Fund | — | — | — | $14K | <0.1% | |
| Fidelity Government Money Market Money Market Fund | — | — | — | $7K | <0.1% |
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