How big is Surface Combustion, Inc.'s plan?

Surface Combustion, Inc.'s plan reported $21.4M in assets and 85 participants for 2024.

Original filing (PDF)20251014095016NAL0005342194001

Surface Combustion, Inc.

Name: Surface Combustion, Inc. — Surface Combustion, Inc., Form 5500 (2024)
Creator: Surface Combustion, Inc.
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Surface Combustion, Inc. Profit Sharing/401(k) Plan

401(k) retirement plan · Surface Combustion, Inc.'s Surface Combustion, Inc. Profit Sharing/401(k) Plan held $21.4M in plan assets for 85 participants in 2024, with Empower as recordkeeper.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

125

Plan assets (EOY)

$21.4M

Net assets (EOY)

$21.4M

People on this filing

Jeffrey Valuck signed Surface Combustion, Inc.'s 2024 Form 5500 as plan administrator.

Jeffrey Valuck — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Surface Combustion, Inc.'s EIN is 34-1568193.

EIN 34-1568193

Plan number 001

Plan year 2024

ACK ID 20251014095016NAL0005342194001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Surface Combustion, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Surface Combustion, Inc.'s plan includes profit-sharing, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for SURFACE COMBUSTION, INC..

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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

Above-average plan

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool.

Compliance & integrity

100

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Total administrative cost in the bottom quartile of peers (14th percentile).

Helping the score

High average account balance (93rd percentile).

Plan sponsor

Name

SURFACE COMBUSTION, INC.

EIN

all filings

Address

1700 INDIAN WOOD CIRCLE · MAUMEE, OH · 43537

Phone

(419) 891-7150

Industry

Manufacturing

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)

Service providers (Schedule C)

4 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
EMPOWER ADVISORY GROUP, LLC	—	GREENWOOD VILLAGE, CO	INVESTMENT MGMT	$61K	—
EMPOWER ANNUITY INSURANCE COMPANY O	—	GREENWOOD VILLAGE, CO	RECORDKEEPER	$28K	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp

Investments

26 direct securities· $21.4M(100% of reported assets)

Other securities

$13.2M

17 holdings

Mutual Funds

$8.2M

8 holdings

Participant loans

$41K

1 holding

					% of plan
Columbia Large Cap Index A	Other securities	—	—	$3.8M	17.6%
Vanguard Total Bond Market Index Admiral	Mutual Funds	—	—	$3.0M	14.1%
T. Rowe Price Growth Stock	Other securities	—	—	$2.1M	9.9%
Vanguard Developed Markets Index Admiral	Mutual Funds	—	—	$2.0M	9.4%
EI Fixed Account - Series Class II	Other securities	—	—	$1.9M	8.8%
Columbia Mid Cap Index Instl 2	Other securities	—	—	$933K	4.4%
Vanguard Inflation-Protected Secs Adm	Mutual Funds	—	—	$924K	4.3%
Columbia Small Cap Index Instl 2	Other securities	—	—	$760K	3.5%
Victory Sycamore Established Value I	Other securities	—	—	$748K	3.5%
PGIM Total Return Bond R4	Other securities	—	—	$657K	3.1%
T. Rowe Price Mid-Cap Growth Fund - Adv	Other securities	—	—	$511K	2.4%
Invesco Developing Markets R6	Mutual Funds	—	—	$500K	2.3%
Dodge & Cox Income Fund	Mutual Funds	—	—	$499K	2.3%
MFS Value A	Mutual Funds	—	—	$448K	2.1%
American Funds EuroPacific Growth R4	Mutual Funds	—	—	$395K	1.8%
Vanguard Real Estate Index Admiral	Mutual Funds	—	—	$392K	1.8%
T. Rowe Price 2040 Adv	Other securities	—	—	$358K	1.7%
T. Rowe Price New Horizon	Other securities	—	—	$304K	1.4%
T. Rowe Price 2030 Adv	Other securities	—	—	$265K	1.2%
Conestoga Small Cap Institutional	Other securities	—	—	$213K	1.0%
American Beacon Small Cap Val Inv	Other securities	—	—	$207K	1.0%
T. Rowe Price 2050 Adv	Other securities	—	—	$185K	0.9%
Artisan High Income Instl	Other securities	—	—	$183K	0.9%
T. Rowe Price Balanced Adv	Other securities	—	—	$71K	0.3%
Participant loans -	Participant loans	—	—	$41K	0.2%
T. Rowe Price 2020 Adv	Other securities	—	—	$12K	<0.1%