Original filing (PDF)20250905080028NAL0016928433001

SUPERHEAT FGH SERVICES, INC.

Name: SUPERHEAT FGH SERVICES, INC. — SUPERHEAT FGH RETIREMENT READINESS PLAN, Form 5500 (2024)
Creator: SUPERHEAT FGH SERVICES, INC.

Form 5500

FILING_RECEIVED

SUPERHEAT FGH RETIREMENT READINESS PLAN

401(k) retirement plan

Signals · 1

Corrective distributions issued

Active participants

345

Accounts w/ balance

160

Plan assets (EOY)

$8.2M

Net assets (EOY)

$8.2M

How this plan invests

This plan

1 pooled trust

Schedule D

27 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

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Corrective distributions issued (likely failed ADP/ACP testing).
Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (11th percentile).

Decision-maker contacts

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

Plan sponsor

Name

SUPERHEAT FGH SERVICES, INC.

EIN

36-4342391

Address

313 GARNET DR · NEW LENOX, IL · 60451

Phone

(519) 396-1324

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

2025-09-05

Pension benefit codes

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

2E · Profit-sharing

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Service providers (Schedule C)

2 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
FIDELITY INVESTMENTS INSTITUTIONAL	04-2647786	—	RECORDKEEPER	$18K	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
GLOBAL RETIREMENT PARTNERS LLC	47-1411118	—	ADVISOR	$15K	—

Investments

27 direct securities · 1 pooled fund· $7.9M(96% 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.

Other securities

$7.3M

26 holdings

Common Collective Trust

$409K

1 holding

Common Stock

$163K

1 holding

					% of plan
Fidelity 500 Index Fund	Other securities	—	—	$1.5M	18.4%
JPMorgan Large Cap Growth Fund - Class R6	Other securities	—	—	$1.1M	13.8%
American Funds 2050 Target Date Retirement Fund - Class R-6	Other securities	—	—	$990K	12.0%
American Funds 2030 Target Date Retirement Fund - Class R-6	Other securities	—	—	$595K	7.2%
American Funds 2040 Target Date Retirement Fund - Class R-6	Other securities	—	—	$520K	6.3%
INVESCO STABLE VAL I INVESCO TRUST COMPANY · EIN 84-1142974 / PN 001	Common Collective Trust	—	—	$409K	5.0%
American Funds 2045 Target Date Retirement Fund - Class R-6	Other securities	—	—	$392K	4.8%
Vanguard Total International Stock Index Fund - Admiral Shares	Other securities	—	—	$297K	3.6%
Vanguard Small-Cap Index Fund - Admiral Shares	Other securities	—	—	$291K	3.5%
American Funds 2055 Target Date Retirement Fund - Class R-6	Other securities	—	—	$272K	3.3%
JPMorgan Equity Income Fund - Class R5	Other securities	—	—	$253K	3.1%
Cohen & Steers Real Estate Securities Fund, Inc. - Institutional Class	Common Stock	—	—	$163K	2.0%
Baird Core Plus Bond Fund - Institutional Class	Other securities	—	—	$156K	1.9%
American Funds 2035 Target Date Retirement Fund - Class R-6	Other securities	—	—	$132K	1.6%
American Century Small Cap Value Fund - R5 Class	Other securities	—	—	$130K	1.6%
Franklin Templeton ClearBridge Select Fund - Class I	Other securities	—	—	$90K	1.1%
American Funds 2060 Target Date Retirement Fund - Class R-6	Other securities	—	—	$87K	1.1%
BlackRock High Yield Bond Portfolio - Institutional Shares	Other securities	—	—	$86K	1.0%
Vanguard Mid-Cap Index Fund - Admiral Shares	Other securities	—	—	$86K	1.0%
Neuberger Berman Genesis Fund - R6 Class	Other securities	—	—	$77K	0.9%
American Funds New World Fund - Class R-5	Other securities	—	—	$45K	0.5%
American Funds 2025 Target Date Retirement Fund - Class R-6	Other securities	—	—	$41K	0.5%
Victory Trivalent International Small-Cap Fund - Class I	Other securities	—	—	$39K	0.5%
American Funds 2010 Target Date Retirement Fund - Class R-6	Other securities	—	—	$36K	0.4%
John Hancock Disciplined Value Mid Cap Fund - Class R4	Other securities	—	—	$34K	0.4%
American Funds 2065 Target Date Retirement Fund - Class R-6	Other securities	—	—	$28K	0.3%
American Funds 2020 Target Date Retirement Fund - Class R-6	Other securities	—	—	$8K	0.1%
American Funds 2015 Target Date Retirement Fund - Class R-6	Other securities	—	—	$1K	<0.1%