Form 5500 Search
Back to filter
Original filing (PDF)20250728093600NAL0000761315001

SYSTEMS, MACHINES, AUTOMATION COMPONENTS

Form 5500
FILING_RECEIVED
SYSTEMS, MACHINES, AUTOMATION COMPONENTS 401(K) PLAN
401(k) retirement plan
Active participants
89
Accounts w/ balance
27
Plan assets (EOY)
—
Net assets (EOY)
—
How this plan invests
This plan
1 collective trust
Schedule D
Individual securities
on each trust's filing

This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.

Plan health score (directional)
84
/ 100
Grade B
Above-average plan
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
65
Knocking points off
  • Only 30% as many balances as active participants — suggests many active employees aren't deferring.
Helping the score
  • Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
  • No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SYSTEMS, MACHINES, AUTOMATION COMPONENTS.
Plan sponsor
Name
SYSTEMS, MACHINES, AUTOMATION COMPONENTS
EIN
33-0390792
Address
5807 VAN ALLEN WAY · CARLSBAD, CA · 92008
Phone
(760) 929-7575
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
2025-07-28
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—

Service providers (Schedule C)

No Schedule C providers reported

Investments

1 pooled fund· $77K

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.

InvestmentTypeCurrent value% of plan
INVESCO STBL VAL III
INVESCO TRUST COMPANY · EIN 84-1142974 / PN 001
Common Collective Trust
$77K100.0%