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Original filing (PDF)20250919091237NAL0003304178001
SELECT ARC, INC.
Form 5500
FILING_RECEIVED
SELECT ARC, INC. 401K PLAN
401(k) retirement plan
Active participants
167
Accounts w/ balance
113
Plan assets (EOY)
$15.1M
Net assets (EOY)
$15.1M
How this plan invests
This plan
30 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
88
/ 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
80
Knocking points off
- 59 bps in Schedule C fees — 105% above peer band of 29 bps.
- 68% balance-to-active ratio — below typical for a healthy 401(k).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SELECT ARC, INC..
Plan sponsor
Name
SELECT ARC, INC.
EIN
34-1820485
Address
600 ENTERPRISE DRIVE · FORT LORAMIE, OH · 45845
Phone
(937) 295-5215
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
2025-09-19
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)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
RSM US LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSUR CO OF AMER | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $16K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WELLS FARGO ADVISORS LLC | — | CHARLOTTE, NC | INVESTMENT ADVISOR | $51K | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CREATIVE RETIREMENT SYSTEMS, INC. | 31-1299207 | CINCINNATI, OH | TPA | $9K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $14K | — |
Investments
30 direct securities· $15.1M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| American Funds American Funds 2025 Target Date Retire R6 | — | — | $176K | $2.7M | 17.7% | |
| American Funds American Funds 2030 Target Date Retire R6 | — | — | $86K | $1.5M | 9.9% | |
| Fidelity 500 Index | — | — | $7K | $1.4M | 9.0% | |
| American Funds American Funds 2045 Target Date Retire R6 | — | — | $51K | $1.1M | 7.1% | |
| Fidelity International Index | — | — | $19K | $910K | 6.0% | |
| American Funds American Funds 2015 Target Date Retire R6 | — | — | $67K | $820K | 5.4% | |
| American Funds American Funds 2050 Target Date Retire R6 | — | — | $39K | $818K | 5.4% | |
| Fidelity Mid Cap Index | — | — | $21K | $716K | 4.7% | |
| American Funds American Funds 2035 Target Date Retire R6 | — | — | $30K | $565K | 3.7% | |
| American Funds American Funds 2040 Target Date Retire R6 | — | — | $27K | $554K | 3.7% | |
| Empower Annuity Insurance Company of America Key Guaranteed Portfolio Fund | — | — | — | $381K | 2.5% | |
| T. Rowe Price T. Rowe Price Growth Stock I | — | — | $3K | $368K | 2.4% | |
| with various maturity dates through December 2029 | — | — | — | $357K | 2.4% | |
| American Funds American Funds 2010 Target Date Retire R6 | — | — | $29K | $340K | 2.2% | |
| Fidelity Small Cap Index | — | — | $12K | $333K | 2.2% | |
| American Funds American Funds New World R6 | — | — | $4K | $324K | 2.1% | |
| PGIM Total Return Bond R6 | — | — | $27K | $324K | 2.1% | |
| JPMorgan Equity Income R6 | — | — | $10K | $249K | 1.7% | |
| Pimco Income Instl | — | — | $23K | $239K | 1.6% | |
| Western Asset Investments Western Asset Core Bond IS | — | — | $21K | $217K | 1.4% | |
| American Funds American Funds New Perspective R6 | — | — | $3K | $187K | 1.2% | |
| American Funds American Funds Fundamental Investors R6 | — | — | $2K | $150K | 1.0% | |
| JPMorgan Undiscovered Mgrs Behavioral Value R6 | — | — | $1K | $117K | 0.8% | |
| MFS Investment Management MFS Mid Cap Value R6 | — | — | $3K | $111K | 0.7% | |
| AllianceBernstein AB Discovery Growth Z | — | — | $8K | $110K | 0.7% | |
| American Funds American Funds 2020 Target Date Retire R6 | — | — | $6K | $87K | 0.6% | |
| Clearbridge Small Cap Growth IS | — | — | $2K | $79K | 0.5% | |
| Templeton Global Templeton Global Bond R6 | — | — | $9K | $58K | 0.4% | |
| American Funds American Funds 2055 Target Date Retire R6 | — | — | $2K | $52K | 0.3% | |
| American Funds American Funds 2060 Target Date Retire R6 | — | — | $2K | $40K | 0.3% |
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