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Original filing (PDF)20251015130044NAL0009357618001
SARRIS CANDIES, INC.
Form 5500
FILING_RECEIVED
SARRIS CANDIES, INC. PROFIT SHARING 401(K) PLAN
401(k) retirement plan
Active participants
204
Accounts w/ balance
119
Plan assets (EOY)
$14.6M
Net assets (EOY)
$14.6M
How this plan invests
This plan
15 pooled trusts
Schedule D
11 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
97
/ 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
80
Knocking points off
- 58% balance-to-active ratio — below typical for a healthy 401(k).
Helping the score
- Below-peer total fees (3 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SARRIS CANDIES, INC..
Plan sponsor
Name
SARRIS CANDIES, INC.
EIN
25-1401248
Address
511 ADAMS AVENUE · CANONSBURG, PA · 15317
Phone
(724) 745-4042
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
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
BAKER TILLY US, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $2K | — |
Broker
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MML INVESTORS SERVICES, INC. | — | SPRINGFIELD, MA | BROKER/ADVISO R | $0 | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| METRO BENEFITS, INC. | — | PITTSBURGH, PA | CONTRACT ADMIN | $2K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $219 | — |
Investments
15 pooled funds· $7.7M(53% 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.
Common Collective Trust
$3.9M
6 holdings
Pooled Separate Account
$3.8M
9 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| THORNBURG INTERNATIONAL EQUITY THORNBURG · EIN 04-1590850 / PN 000 | Pooled Separate Account | — | — | $1.6M | 11.2% | |
| INDEXSELECT MODERATE 2045 FUND GREAT GRAY · EIN 81-4470950 / PN 308 | Common Collective Trust | — | — | $1.6M | 10.8% | |
| INDEXSELECT MODERATE RETIRE FUND GREAT GRAY · EIN 81-4430771 / PN 305 | Common Collective Trust | — | — | $1.1M | 7.5% | |
| WELLS FARGO SPECIAL MID CAP VALUE ALLSPRING GLOBAL INVESTMENTS · EIN 04-1590850 / PN 000 | Pooled Separate Account | — | — | $784K | 5.4% | |
| BARON GROWTH RETAIL BARON CAPITAL GROUP INC. · EIN 04-1590850 / PN 000 | Pooled Separate Account | — | — | $706K | 4.8% | |
| INDEXSELECT MODERATE 2035 FUND GREAT GRAY · EIN 81-4457845 / PN 307 | Common Collective Trust | — | — | $655K | 4.5% | |
| INDEXSELECT MODERATE 2055 FUND GREAT GRAY · EIN 81-4484368 / PN 309 | Common Collective Trust | — | — | $596K | 4.1% | |
| AMERICAN FUNDS NEW WORLD AMERICAN FUNDS · EIN 90-0342299 / PN 000 | Pooled Separate Account | — | — | $408K | 2.8% | |
| MASSMUTUAL HIGH YIELD MASSMUTUAL · EIN 04-1590850 / PN 000 | Pooled Separate Account | — | — | $118K | 0.8% | |
| AMERICAN FUNDS AMERICAN BALANCED AMERICAN FUNDS · EIN 04-1590850 / PN 000 | Pooled Separate Account | — | — | $114K | 0.8% | |
| INDEXSELECT CONSERVATIVE 2025 FUND GREAT GRAY · EIN 81-4515825 / PN 312 | Common Collective Trust | — | — | $6K | <0.1% | |
| INDEXSELECT MODERATE 2025 FUND GREAT GRAY · EIN 81-4447624 / PN 306 | Common Collective Trust | — | — | $0 | <0.1% | |
| MASSMUTUAL STRATEGIC BOND MASSMUTUAL · EIN 04-1590850 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| INVESCO REAL ESTATE INVESCO · EIN 04-1590850 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| DELAWARE IVY SMALL CAP GROWTH MACQUARIE · EIN 90-0779283 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% |