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Original filing (PDF)20250924184105NAL0007010897001
STEWART WELDING & FABRICATING, INC.
Form 5500
FILING_RECEIVED
STEWART WELDING & FABRICATING 401(K) PROFIT SHARING PLAN AND TRUST
401(k) retirement plan
Active participants
151
Accounts w/ balance
170
Plan assets (EOY)
$10.5M
Net assets (EOY)
$10.5M
How this plan invests
This plan
9 pooled trusts
Schedule D
28 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
95
/ 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
80
Vendor stack
100
Participation health
100
Knocking points off
- 41 bps in Schedule C fees — modestly above peer band of 29 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for STEWART WELDING & FABRICATING, INC..
Plan sponsor
Name
STEWART WELDING & FABRICATING, INC.
EIN
23-2526025
Address
6287 LINCOLN HIGHWAY · WRIGHTSVILLE, PA · 17368
Phone
(717) 252-3948
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
2025-09-24
Pension benefit codes
2E · Profit-sharing
2J · 401(k) feature
2K · 401(m) arrangement
2F · ERISA section 404(c)
2G · Total participant-directed accounts
3D · Pre-approved plan (master / prototype / VS)
2S · Automatic enrollment
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
STAMBAUGH NESS INC.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BENEFIT PLANS ADMIN SERVICES, INC. | 16-1503696 | — | RECORDKEEPER | $18K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LPL FINANCIAL, LLC. | 95-2834236 | — | NONE | $24K | — |
Investments
27 direct securities · 9 pooled funds· $10.5M(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
$8.9M
27 holdings
Common Collective Trust
$1.6M
9 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| AB US LG CAP GROWTH CIT P2 ALLIANCEBERNSTEIN · EIN 38-4116831 / PN 509 | Common Collective Trust | — | — | $1.6M | 14.9% | |
| Blackrock Lifepath Indx 2040 K Mutual fund | — | — | — | $1.2M | 11.3% | |
| Blackrock Lifepath Indx 2050 K Mutual fund | — | — | — | $1.0M | 9.9% | |
| Vanguard Equity Income Admiral Mutual fund | — | — | — | $1.0M | 9.7% | |
| Blackrock Lifepath Indx 2055 K Mutual fund | — | — | — | $829K | 7.9% | |
| Pimco Rae Fund'Tl US Sm Mutual fund | — | — | — | $575K | 5.5% | |
| Blackrock Lifepath Indx 2045 K Mutual fund | — | — | — | $551K | 5.3% | |
| Blackrock Lifepath Index Ret K Mutual fund | — | — | — | $543K | 5.2% | |
| ISHARES S&P 500 INDEX K Mutual fund | — | — | — | $526K | 5.0% | |
| Blackrock Lifepath Indx 2035 K Mutual fund | — | — | — | $439K | 4.2% | |
| Blackrock Lifepath Indx 2060 K Mutual fund | — | — | — | $407K | 3.9% | |
| American Funds Europacfic R6 Mutual fund | — | — | — | $327K | 3.1% | |
| Goldman Sachs Stable Value Ct Common collective trust | — | — | — | $290K | 2.8% | |
| NB Small Cap Growth Tr Fndrs Mutual fund | — | — | — | $262K | 2.5% | |
| ISHARES RUSSELL MD-CAP INDEX K Mutual fund | — | — | — | $203K | 1.9% | |
| Blackrock Lifepath Indx 2030 K Mutual fund | — | — | — | $181K | 1.7% | |
| ISHARES US AGGR BOND INDEX K Mutual fund 581 Guggenheim Macro Opportun I Mutual fund 448 DFA Real Estate Securities I Mutual fund 302 * Participant loans Low 4.25% - High 9.50% | — | — | — | $146K | 1.4% | |
| Blackrock Lifepath Indx 2065 K Mutual fund | — | — | — | $88K | 0.8% | |
| Pgim Glbl Total Return Z Mutual fund | — | — | — | $67K | 0.6% | |
| ISHARES RUSSELL 2000 SC IDX K Mutual fund | — | — | — | $61K | 0.6% | |
| NEUBERGER BERMAN SMALL CAP GROWTH WILMINGTON TRUST, N.A. · EIN 38-4139860 / PN 637 | Common Collective Trust | — | — | $52K | 0.5% | |
| Principal Divers Int'l Inst'l Mutual fund | — | — | — | $36K | 0.3% | |
| American Funds Am Balanced R6 Mutual fund | — | — | — | $36K | 0.3% | |
| Columbia High Yield Bond Inst Mutual fund | — | — | — | $29K | 0.3% | |
| Victory Sycamore Est Val R6 Mutual fund | — | — | — | $28K | 0.3% | |
| ISHARES MSCI TTL INTL INDEX K Mutual fund | — | — | — | $23K | 0.2% | |
| DODGE & COX INCOME X Mutual fund | — | — | — | $13K | 0.1% | |
| MACQUARIE MID CAP GROWTH I Mutual fund | — | — | — | $9K | <0.1% | |
| GOLDMAN SACHS STABLE VALUE CT GOLDMAN SACHS TRUST COMPANY, N.A. · EIN 13-4166989 / PN 025 | Common Collective Trust | — | — | $6K | <0.1% | |
| DFA Emerging Mkts Core Equity Mutual fund | — | — | — | $2K | <0.1% | |
| HB&T BLACKROCK SMALL CAP EQUITY IND HAND BENEFITS & TRUST COMPANY · EIN 74-1977743 / PN 201 | Common Collective Trust | — | — | $0 | <0.1% | |
| HB&T BLACKROCK LARGE CAP EQUITY IND HAND BENEFITS & TRUST COMPANY · EIN 74-1977743 / PN 202 | Common Collective Trust | — | — | $0 | <0.1% | |
| HB&T BLACKROCK MID CAP EQUITY INDEX HAND BENEFITS & TRUST COMPANY · EIN 74-1977743 / PN 198 | Common Collective Trust | — | — | $0 | <0.1% | |
| HB&T BLACKROCK U.S. AGGREGATE BOND HAND BENEFITS & TRUST COMPANY · EIN 74-1977743 / PN 197 | Common Collective Trust | — | — | $0 | <0.1% | |
| HB&T BLKRCK MSCI ACWI EXUS IND HAND BENEFITS & TRUST COMPANY · EIN 74-1977743 / PN 200 | Common Collective Trust | — | — | $0 | <0.1% | |
| WESTERN ASSET CR PL BD CIF R2 WESTERN ASSET MGMT CO. · EIN 95-2705767 / PN 113 | Common Collective Trust | — | — | $0 | <0.1% |