Form 5500 Search
Back to filter
Original filing (PDF)20260130144000NAL0006910737003

SPECIAL-LITE, INC.

Form 5500
FILING_RECEIVED
THE SPECIAL-LITE, INC. EMPLOYEE BENEFIT PLAN
Health & welfare plan
Signals · 2
No auditor on fileNo recordkeeper disclosed
Active participants
257
Accounts w/ balance
Plan assets (EOY)
Net assets (EOY)
Plan health score (directional)
75
/ 100
Grade B
Above-average plan
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
60
Concentration risk
75
Total plan cost
75
Vendor stack
80
Participation health
100
Knocking points off
  • No independent qualified public accountant (IQPA) named.
  • No recordkeeper disclosed on Schedule C.
Helping the score
  • Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
  • No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SPECIAL-LITE, INC..
Plan sponsor
Name
SPECIAL-LITE, INC.
EIN
38-1951068
Address
P O BOX 6 · DECATUR, MI · 49045
Phone
(269) 423-7068
Industry
Manufacturingsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
501
Plan year
2024
Plan year begin
2024-08-01
Tax period
2025-07-31
Filed
2026-01-30
Welfare benefit codes
4A · Health (other than dental or vision)
4B · Life Insurance
4D · Dental
4F · Temporary Disability (accident and sickness)
4H · Long-Term Disability
Audit & trust (Schedule H)
Auditor
Trustee / custodian
Trustee phone

Service providers (Schedule C)

2 rows
Broker
1
NameEINLocationRelationDirect compIndirect comp
JAMES F PICKFORDJACKSON, MIAGENT$0
TPA / Administrator
1
NameEINLocationRelationDirect compIndirect comp
BLUE CROSS BLUE SHIELD OF MI38-2069753PORTAGE, MITPA$251K

Investments

The Schedule of Assets is filed as a free-form PDF attachment on EFAST2; we parse these offline and coverage is partial (priority is the largest plans by EOY assets). This plan also reports no pooled (Schedule D) interests, so its holdings aren’t hidden on a master-trust filing. The line-item data lives on DOL EFAST2 under the same ACK_ID.

See Methodology > Data linkages for how Form 5500 / Schedule H / Schedule D / Schedule of Assets fit together.

Related plans