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Original filing (PDF)20250818070441NAL0000969185001

SENSIDYNE, LP

Form 5500
FILING_RECEIVED
SENSIDYNE, LP 401(K) PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
122
Accounts w/ balance
111
Plan assets (EOY)
$8.0M
Net assets (EOY)
$8.0M
How this plan invests
This plan
28 securities
funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score (directional)
93
/ 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
80
Participation health
100
Knocking points off
  • 75 bps in Schedule C fees — modestly above peer band of 52 bps.
  • No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SENSIDYNE, LP.
Plan sponsor
Name
SENSIDYNE, LP
EIN
26-2377605
Address
1000 112TH CIRCLE NORTH, SUITE 100 · ST. PETERSBURG, FL · 33716
Phone
(727) 530-3602
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
2025-08-18
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)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
KELLY PARTNERS (FRS) ATTEST SERVICE
Trustee / custodian
Trustee phone

Service providers (Schedule C)

2 rows
Advisor / Consultant
1
NameEINLocationRelationDirect compIndirect comp
CSENGE ADVISORY GROUP, LLCCLEARWATER, FLINVESTMENT MANAGER$47K
TPA / Administrator
1
NameEINLocationRelationDirect compIndirect comp
PCS RETIREMENT LLC23-3038464CONTRACT ADMINISTRATOR$13K

Investments

28 direct securities· $8.0M(100% of reported assets)
PIInvestmentTypeShares / unitsCostCurrent value% of plan
Vanguard 500 Index Admiral$1.5M18.4%
American Funds American Funds Balanced R6$1.1M13.3%
American Funds American Fund Growth Fund of Amer R6$875K10.9%
Vanguard Mid Cap Index Admiral$592K7.4%
Vanguard IntermTerm Bond Index Adm$504K6.3%
Vanguard ShortTerm Bond Index Adm$502K6.3%
Vanguard Small Cap Index Adm$361K4.5%
PIMCO StocksPLUS Intl (USDHedged) A$352K4.4%
Affiliated Managers AMG Yacktman I$323K4.0%
Blackrock Health Sciences Opps Instl$311K3.9%
Vanguard Emerging Mkts Stock Idx Adm$276K3.4%
MFS Utilities A$187K2.3%
MFS Value R4$158K2.0%
Vanguard Utilities Index Adm$127K1.6%
Vanguard Materials Index Admiral$126K1.6%
American Funds American Funds Fundamental Invs R6$118K1.5%
Parnassus Value Equity Investor$111K1.4%
Vanguard International Growth Adm$108K1.4%
Notes receivable from participants participant accounts$78K1.0%
American Funds American Funds Capital World Gr&Inc R6$74K0.9%
Royce Small-Cap Opportunity Inv$70K0.9%
Charles Schwab Bank Savings$60K0.7%
Loomis Sayles Loomis Sayles High Income Y$34K0.4%
American Funds American Fund Capital Income Bldr R6$34K0.4%
Goldman Sachs Goldman Sachs Small/Mid Cap Growth Inv$33K0.4%
Dodge & Cox Dodge & Cox International Stock I$29K0.4%
PIMCO Real Return Instl$25K0.3%
Vanguard Total Intl Bd Idx Admiral$2K<0.1%

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