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Original filing (PDF)20250923090913NAL0006142545001
SUNCOM INDUSTRIES, INC.
Form 5500
FILING_RECEIVED
SUNCOM INDUSTRIES, INC. 401(K) PLAN
401(k) retirement plan
Active participants
75
Accounts w/ balance
106
Plan assets (EOY)
$4.0M
Net assets (EOY)
$4.0M
How this plan invests
This plan
22 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 (1 bps vs 52 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SUNCOM INDUSTRIES, INC..
Plan sponsor
Name
SUNCOM INDUSTRIES, INC.
EIN
23-6420578
Address
128 WATER STREET · NORTHUMBERLAND, PA · 17857
Phone
(570) 473-8352
Industry
Other Services (ex. Public Admin)see 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
2025-09-23
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)
3B · Covers self-employed individuals
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
BAKER TILLY US, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CAPITAL GROUP RETIREMENT PLAN SVCS. | 82-4555287 | — | RECORDKEEPER | $556 | — |
Investments
22 direct securities· $4.0M(100% of reported assets)
Uncategorized
$3.3M
21 holdings
Mutual Funds
$677K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| s * American Funds American Funds Growth Fund of N/R | Mutual Funds | — | — | $677K | 16.9% | |
| America Fund * American Funds American Funds American Balanced N/R | — | — | — | $406K | 10.1% | |
| Fund * American Funds American Funds Washington Mutual N/R | — | — | — | $343K | 8.5% | |
| Fund * American Funds American Funds 2035 Target Date N/R | — | — | — | $266K | 6.6% | |
| Fund * American Funds American Funds 2025 Target Date N/R | — | — | — | $221K | 5.5% | |
| Fund * American Funds American Funds 2030 Target Date N/R | — | — | — | $206K | 5.1% | |
| Fund * American Funds American Funds 2040 Target Date N/R | — | — | — | $204K | 5.1% | |
| Fund * American Funds American Funds New Economy N/R | — | — | — | $193K | 4.8% | |
| Fund * American Funds American Funds Capital World N/R | — | — | — | $178K | 4.4% | |
| Growth and Income Fund * American Funds American Funds 2050 Target Date N/R | — | — | — | $176K | 4.4% | |
| Fund * American Funds American Funds Bond Fund of N/R | — | — | — | $171K | 4.3% | |
| America Fund * American Funds American Funds AMCAP Fund N/R | — | — | — | $168K | 4.2% | |
| American Funds American Funds US Government N/R | — | — | — | $167K | 4.2% | |
| Money Marker Fund * American Funds American Funds 2055 Target Date N/R | — | — | — | $149K | 3.7% | |
| Fund * American Funds American Funds income Fund of N/R | — | — | — | $108K | 2.7% | |
| America Fund * American Funds American Funds SmallCap World N/R | — | — | — | $102K | 2.6% | |
| Fund * American Funds American Funds 2045 Target Date N/R | — | — | — | $98K | 2.4% | |
| Fund * American Funds American Funds Capital Income N/R | — | — | — | $77K | 1.9% | |
| American Funds American Funds Europacific Growth N/R | — | — | — | $46K | 1.1% | |
| Fund * American Funds American Funds 2020 Target Date N/R | — | — | — | $31K | 0.8% | |
| Fund * American Funds American Funds 2060 Target Date N/R | — | — | — | $17K | 0.4% | |
| Fund * American Funds American Funds Inflation Linked N/R | — | — | — | $11K | 0.3% |
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