How big is Society of Manufacturing Engineers' plan?

Society of Manufacturing Engineers' plan reported $43.7M in assets and 236 participants for 2024.

Original filing (PDF)20250929092351NAL0026334738001

Society of Manufacturing Engineers

Name: Society of Manufacturing Engineers — SME Employee, Form 5500 (2024)
Creator: Society of Manufacturing Engineers
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

SME Employee Savings Plan

403(b) retirement plan · Society of Manufacturing Engineers' SME Employee Savings Plan held $43.7M in plan assets for 236 participants in 2024, with Fidelity as recordkeeper.

Active participants

236

Accounts w/ balance

356

Plan assets (EOY)

$43.7M

Net assets (EOY)

$43.7M

People on this filing

Katie Borgula signed Society of Manufacturing Engineers' 2024 Form 5500 as plan administrator.

Katie Borgula — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Society of Manufacturing Engineers' EIN is 38-0298770.

EIN 38-0298770

Plan number 002

Plan year 2024

ACK ID 20250929092351NAL0026334738001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Society of Manufacturing Engineers from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Society of Manufacturing Engineers' plan includes a default investment (QDIA), 403(b) custodial accounts.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for SOCIETY OF MANUFACTURING ENGINEERS.

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How this plan invests

This plan

28 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

Top-tier plan health

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

100

Total plan cost

Plan health

Vendor & structure

100

Helping the score

Below-peer total plan cost (89th percentile).

Plan sponsor

Name

SOCIETY OF MANUFACTURING ENGINEERS

EIN

all filings

Address

1000 TOWN CENTER · SUITE 1910 · SOUTHFIELD, MI · 48075

Phone

(313) 425-3205

Industry

Other Services (ex. Public Admin)

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

2025-09-29

Pension benefit codes

2T · Default investment account (QDIA)

2M · 403(b)(7) custodial accounts

Audit & trust (Schedule H)

Auditor

PLANTE & MORAN, PLLC

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

2 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
FIDELITY INVESTMENTS INSTITUTIONAL	04-2647786	—	RECORDKEEPER	$788	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
STRATEGIC ADVISORS, INC.	04-2654524	—	ADVISOR	$10K	—

Investments

28 direct securities· $43.7M(100% of reported assets)

Mutual Funds

$30.9M

21 holdings

Common Collective Trusts

$8.7M

3 holdings

Other securities

$4.1M

4 holdings

					% of plan
Fidelity* Fidelity 500 Index Fund	Common Collective Trusts	—	—	$6.2M	14.3%
Fidelity* Fidelity Contrafund	Mutual Funds	—	—	$5.9M	13.6%
Fidelity* Money market fund - Fidelity Government Market Fund	Mutual Funds	—	—	$4.9M	11.1%
Janus Enterprise N Fund	Mutual Funds	—	—	$3.7M	8.4%
Fidelity* Fidelity Capital Appreciation Fund	Mutual Funds	—	—	$2.6M	5.9%
Fidelity* Fidelity Freedom 2030 Fund - Class K	Mutual Funds	—	—	$2.4M	5.4%
T. Rowe Price T. Rowe Price Equity Income Fund	Other securities	—	—	$1.9M	4.3%
Fidelity* Fidelity Freedom 2040 Fund - Class K	Mutual Funds	—	—	$1.7M	4.0%
Templeton Foreign A Fund	Mutual Funds	—	—	$1.7M	3.9%
JPMorgan Mid Cap Value Select Fund	Other securities	—	—	$1.5M	3.4%
Vanguard Small-Cap Index Fund Admiral	Common Collective Trusts	—	—	$1.3M	3.1%
Fidelity* Fidelity Freedom 2020 Fund - Class K	Mutual Funds	—	—	$1.1M	2.6%
Fidelity* Fidelity US Bond Index Fund	Common Collective Trusts	—	—	$1.1M	2.5%
Fidelity* Fidelity Freedom 2045 Fund - Class K	Mutual Funds	—	—	$1.1M	2.5%
Fidelity* Fidelity Stock Selector Small Cap Fund	Mutual Funds	—	—	$1.1M	2.4%
PIMCO Funds PIMCO Total Return Fund Admin Class	Mutual Funds	—	—	$1.0M	2.3%
Fidelity* Fidelity Intermediate Bond Fund	Mutual Funds	—	—	$807K	1.8%
Fidelity* Fidelity Freedom 2025 Fund - Class K	Mutual Funds	—	—	$761K	1.7%
Aberdeen Emerging Markets Fund Inst	Other securities	—	—	$651K	1.5%
Fidelity* Fidelity Freedom 2035 Fund - Class K	Mutual Funds	—	—	$649K	1.5%
Fidelity* Fidelity Freedom 2050 Fund - Class K	Mutual Funds	—	—	$642K	1.5%
Fidelity* Fidelity Freedom 2010 Fund - Class K	Mutual Funds	—	—	$470K	1.1%
Fidelity* Fidelity Freedom 2065 Fund - Class K	Mutual Funds	—	—	$210K	0.5%
Fidelity* Fidelity Freedom 2055 Fund - Class K	Mutual Funds	—	—	$130K	0.3%
Participants* Notes receivable from participants with interest rates ranging from 4.25 percent to 9.5 percent -	Other securities	—	—	$91K	0.2%
Fidelity* Fidelity Freedom Income K	Mutual Funds	—	—	$80K	0.2%
Fidelity* Fidelity Freedom 2060 Fund - Class K	Mutual Funds	—	—	$10K	<0.1%
Fidelity* Fidelity Freedom 2015 Fund - Class K	Mutual Funds	—	—	$5K	<0.1%