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Original filing (PDF)20251015104518NAL0002163827001
SG360
Form 5500
FILING_RECEIVED
SG360 SAVINGS PLAN
401(k) retirement plan
Active participants
767
Accounts w/ balance
1,087
Plan assets (EOY)
$88.9M
Net assets (EOY)
$88.9M
How this plan invests
This plan
1 pooled trust
Schedule D
34 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
95
/ 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
80
Vendor stack
100
Participation health
100
Knocking points off
- 21 bps in Schedule C fees — modestly above peer band of 16 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SG360.
Plan sponsor
Name
SG360
EIN
36-2324752
Address
1351 S. WHEELING ROAD · WHEELING, IL · 60090
Phone
(847) 541-1080
Industry
Manufacturingsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-15
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)
Audit & trust (Schedule H)
Auditor
PLANTE & MORAN, PLLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| VOYA RETIREMENT INSURANCE & ANNUITY | 71-0294708 | — | RECORDKEEPER | $134K | — |
| FIDUCIENT ADVISORS LLC | — | MINNEAPOLIS, MN | RECORDKEEPER | $34K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| VOYA RETIREMENT ADVISORS, LLC | 02-0488491 | — | SERVICE PROVIDER | $15K | — |
Investments
27 direct securities · 1 pooled fund· $173.5M(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
$89.4M
27 holdings
Pooled Separate Account
$84.1M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| VARIABLE ANNUITY ACCOUNT D VOYA RETIREMENT INSURANCE & ANNUITY CO · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $84.1M | 94.6% | |
| Fidelity Freedom In 2035 InstP Registered Investment Company | — | — | — | $13.4M | 15.1% | |
| Fidelity Freedom Index 2025 Inst Fund | — | — | — | $12.3M | 13.8% | |
| Fidelity Freedom Index 2030 Inst Fund | — | — | — | $11.8M | 13.3% | |
| Fidelity 500 Index Fund | — | — | — | $9.6M | 10.8% | |
| Fidelity Freedom Index 2040 Inst Fund | — | — | — | $5.9M | 6.6% | |
| Harbor Trust Company, Inc. Harbor Capital App CIT 5 | — | — | — | $4.2M | 4.8% | |
| Voya Retirement Insurance and Annuity Company** Fully benefit-responsive investment contract - Voya Fixed Account | — | — | — | $3.9M | 4.4% | |
| Fidelity Freedom Index 2045 Inst Fund | — | — | — | $3.4M | 3.8% | |
| Fidelity Freedom In Inc InstP Registered Investment Company $59 Fidelity Mid Cap Idx Fd Registered Investment Company | — | — | — | $3.4M | 3.8% | |
| Fidelity Freedom Index 2050 Inst Fund | — | — | — | $2.9M | 3.3% | |
| Fidelity Freedom Index 2020 Inst Fund | — | — | — | $2.3M | 2.6% | |
| Fidelity Freedom Index 2055 Inst Fund | — | — | — | $1.7M | 1.9% | |
| Fid US Bd Id Fd | — | — | — | $1.7M | 1.9% | |
| Great Gray Trust Company, LLC PIMCO RAE US CIT Founders Fund | — | — | — | $1.7M | 1.9% | |
| Fidelity Sm Cp Ind Fund | — | — | — | $1.7M | 1.9% | |
| Voya Retirement Insurance and Annuity Company** American Funds EuroPacific R6 | — | — | — | $1.6M | 1.8% | |
| Franklin Sm Cap Growth Fnd R6 | — | — | — | $1.4M | 1.6% | |
| BlackRock Total Return Bond M Common Collective Trust | — | — | — | $1.3M | 1.5% | |
| Fidelity Tot Intl Index Fund | — | — | — | $1.2M | 1.4% | |
| Fidelity Freedom Index 2060 Inst Fund | — | — | — | $973K | 1.1% | |
| Participants** Participant notes receivable - Interest rates ranging from 3.25 to 8.50 percent - | — | — | — | $927K | 1.0% | |
| party date,rate of interest, collateral, par, or maturity date AmCen Small Cap Value Fund R6 Registered Investment Company | — | — | — | $628K | 0.7% | |
| Voya Govt Money Market Fund A | — | — | — | $447K | 0.5% | |
| Voya Gv Mny Mkt F A (Hld Acct) Registered Investment Company | — | — | — | $447K | 0.5% | |
| Fidelity Freedom Index 2065 Inst Fund | — | — | — | $310K | 0.3% | |
| Fidelity Freedom Index 2015 Inst Fund | — | — | — | $124K | 0.1% | |
| Fidelity Freedom Index 2010 Inst Fund | — | — | — | $100K | 0.1% |