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Original filing (PDF)20250415152725NAL0003530449001
SYCAMORE SERVICES, INC
Form 5500
FILING_RECEIVED
SYCAMORE SERVICES 401(K) PLAN
401(k) retirement plan
Signals · 1
~90 bps in Sched C fees
Active participants
353
Accounts w/ balance
261
Plan assets (EOY)
$5.5M
Net assets (EOY)
$5.5M
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)
86
/ 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
75
Total plan cost
65
Vendor stack
100
Participation health
100
Knocking points off
- 90 bps in Schedule C fees — 74% above peer band of 52 bps.
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SYCAMORE SERVICES, INC.
Plan sponsor
Name
SYCAMORE SERVICES, INC
DBA
SYCAMORE SERVICES, INC
EIN
35-1064235
Address
1001 SYCAMORE LANE · DANVILLE, IN · 46122
Phone
(317) 664-7049
Industry
Health Care & Social Assistancesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2023
Plan year begin
2023-07-01
Tax period
2024-06-30
Filed
2025-04-15
Pension benefit codes
2E · Profit-sharing
2J · 401(k) feature
2F · ERISA section 404(c)
2G · Total participant-directed accounts
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
BLUE & CO., LLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORD KEEPER | $30K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| OPPENHEIMER & CO, INC. | 13-5657518 | NEW YORK, NY | ADVISOR | $20K | — |
Investments
1 pooled fund· $262K(5% of reported assets)
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.
| Investment | Type | Current value | % of plan |
|---|---|---|---|
| INVESCO STABLE VAL I INVESCO TRUST COMPANY · EIN 84-1142974 / PN 001 | Common Collective Trust | $262K | 4.8% |