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Original filing (PDF)20251015082332NAL0005518672001
STORAGE SOLUTIONS, INC.
Form 5500
FILING_RECEIVED
STORAGE SOLUTIONS, INC. 401(K) PLAN
401(k) retirement plan
Active participants
179
Accounts w/ balance
158
Plan assets (EOY)
$15.9M
Net assets (EOY)
$15.9M
How this plan invests
This plan
1 pooled trust
Schedule D
29 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 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
100
Vendor stack
100
Participation health
100
Helping the score
- Below-peer total fees (2 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for STORAGE SOLUTIONS, INC..
Plan sponsor
Name
STORAGE SOLUTIONS, INC.
EIN
35-1433521
Address
910 EAST 169TH STREET, SUITE B · WESTFIELD, IN · 46074
Phone
(317) 399-2127
Industry
Wholesale Tradesee 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
2025-10-15
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2J · 401(k) feature
2K · 401(m) arrangement
2F · ERISA section 404(c)
2G · Total participant-directed accounts
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
BGBC PARTNERS, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $1K | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BENEFIT PLANS PLUS, LLC | — | HENDERSEN, KY | CONTRACT ADMIN | $2K | — |
Investments
29 direct securities · 1 pooled fund· $31.7M(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
Uncategorized
$15.9M
29 holdings
Pooled Separate Account
$15.8M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| SEPARATE ACCOUNT SCAI MASSMUTUAL LIFE INSURANCE CO. · EIN 04-1590850 / PN 000 | Pooled Separate Account | — | — | $15.8M | 98.9% | |
| MassMutual Indexselect Moderate 2055 Fund Cl I | — | — | — | $3.0M | 18.9% | |
| Vanguard 500 Index Admiral | — | — | — | $2.8M | 17.3% | |
| MassMutual Indexselect Moderate 2035 Fund Cl I | — | — | — | $2.4M | 14.8% | |
| MassMutual Indexselect Moderate Retire Fund Cl I | — | — | — | $1.6M | 9.9% | |
| MassMutual Indexselect Moderate 2045 Fund Cl I | — | — | — | $1.4M | 9.0% | |
| American Funds American Funds Washington Mutual R6 | — | — | — | $1.1M | 6.7% | |
| MassMutual Jpmorgan Large Cap Growth R6 | — | — | — | $679K | 4.3% | |
| MassMutual Indexselect Aggressive 2055 Fund Cl I | — | — | — | $462K | 2.9% | |
| MassMutual Jpmorgan Mid Cap Growth R6 | — | — | — | $457K | 2.9% | |
| Vanguard Mid Cap Index Admiral | — | — | — | $361K | 2.3% | |
| MassMutual Indexselect Aggressive 2045 Fund Cl I | — | — | — | $314K | 2.0% | |
| Invesco Core Bond R6 | — | — | — | $254K | 1.6% | |
| Vanguard Small Cap Index Adm | — | — | — | $190K | 1.2% | |
| Vanguard Total Intl Stock Index Admiral | — | — | — | $131K | 0.8% | |
| MassMutual Overseas I | — | — | — | $110K | 0.7% | |
| MassMutual Core Bond I | — | — | — | $96K | 0.6% | |
| Pimco Investments LLC Pimco Income Instl | — | — | — | $95K | 0.6% | |
| American Funds American Funds Europacific Growth R6 | — | — | — | $94K | 0.6% | |
| Dimensional Fund Advisors Dfa Emerging Markets Core Equity I | — | — | — | $85K | 0.5% | |
| Invesco Real Estate R6 | — | — | — | $84K | 0.5% | |
| Massachusetts Mutual Life Ins Co MassMutual Fixed Account | — | — | — | $84K | 0.5% | |
| Notes receivable from participants Loans to participants with interest rate of 5.25% to 10.50%, maturing through August 2029 | — | — | — | $84K | 0.5% | |
| MassMutual Indexselect Aggressive 2035 Fund Cl I | — | — | — | $56K | 0.4% | |
| MassMutual Infl-Prot And Inc I | — | — | — | $31K | 0.2% | |
| American Century American Century Small Cap Growth R6 | — | — | — | $16K | <0.1% | |
| MassMutual Indexselect Conservative 2055 Fund Cl I | — | — | — | $15K | <0.1% | |
| Allspring Special Mid Cap Value R6 | — | — | — | $13K | <0.1% | |
| Pimco Investments LLC Pimco High Yield Instl | — | — | — | $10K | <0.1% | |
| MassMutual Indexselect Aggressive Retire Fund Cl I | — | — | — | $10K | <0.1% |