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Original filing (PDF)20251014095016NAL0005342194001
SURFACE COMBUSTION, INC.
Form 5500
FILING_RECEIVED
SURFACE COMBUSTION, INC. PROFIT SHARING/401(K) PLAN
401(k) retirement plan
Active participants
85
Accounts w/ balance
125
Plan assets (EOY)
$21.4M
Net assets (EOY)
$21.4M
How this plan invests
This plan
26 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
91
/ 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
65
Vendor stack
100
Participation health
100
Knocking points off
- 60 bps in Schedule C fees — 108% above peer band of 29 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SURFACE COMBUSTION, INC..
Plan sponsor
Name
SURFACE COMBUSTION, INC.
EIN
34-1568193
Address
1700 INDIAN WOOD CIRCLE · MAUMEE, OH · 43537
Phone
(419) 891-7150
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
2025-10-14
Pension benefit codes
2E · Profit-sharing
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3B · Covers self-employed individuals
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
WILLIAM VAUGHAN COMPANY
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $28K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIFTH THIRD BANK | — | CINCINNATI, OH | INVESTMENT ADVISOR | $21K | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WILLIAM VAUGHAN COMPANY | — | MAUMEE, OH | AUDITOR | $18K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $61K | — |
Investments
26 direct securities· $21.4M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Columbia Large Cap Index A | — | — | — | $3.8M | 17.6% | |
| Vanguard Total Bond Market Index Admiral | — | — | — | $3.0M | 14.1% | |
| T. Rowe Price Growth Stock | — | — | — | $2.1M | 9.9% | |
| Vanguard Developed Markets Index Admiral | — | — | — | $2.0M | 9.4% | |
| EI Fixed Account - Series Class II | — | — | — | $1.9M | 8.8% | |
| Columbia Mid Cap Index Instl 2 | — | — | — | $933K | 4.4% | |
| Vanguard Inflation-Protected Secs Adm | — | — | — | $924K | 4.3% | |
| Columbia Small Cap Index Instl 2 | — | — | — | $760K | 3.5% | |
| Victory Sycamore Established Value I | — | — | — | $748K | 3.5% | |
| PGIM Total Return Bond R4 | — | — | — | $657K | 3.1% | |
| T. Rowe Price Mid-Cap Growth Fund - Adv | — | — | — | $511K | 2.4% | |
| Invesco Developing Markets R6 | — | — | — | $500K | 2.3% | |
| Dodge & Cox Income Fund | — | — | — | $499K | 2.3% | |
| MFS Value A | — | — | — | $448K | 2.1% | |
| American Funds EuroPacific Growth R4 | — | — | — | $395K | 1.8% | |
| Vanguard Real Estate Index Admiral | — | — | — | $392K | 1.8% | |
| T. Rowe Price 2040 Adv | — | — | — | $358K | 1.7% | |
| T. Rowe Price New Horizon | — | — | — | $304K | 1.4% | |
| T. Rowe Price 2030 Adv | — | — | — | $265K | 1.2% | |
| Conestoga Small Cap Institutional | — | — | — | $213K | 1.0% | |
| American Beacon Small Cap Val Inv | — | — | — | $207K | 1.0% | |
| T. Rowe Price 2050 Adv | — | — | — | $185K | 0.9% | |
| Artisan High Income Instl | — | — | — | $183K | 0.9% | |
| T. Rowe Price Balanced Adv | — | — | — | $71K | 0.3% | |
| Participant loans - | — | — | — | $41K | 0.2% | |
| T. Rowe Price 2020 Adv | — | — | — | $12K | <0.1% |
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