Original filing (PDF)20250820123211NAL0006098466001

STAGERIGHT CORPORATION

Name: STAGERIGHT CORPORATION — SRC AFFILIATED PROFIT SHARING 401(K) PLAN, Form 5500 (2024)
Creator: STAGERIGHT CORPORATION

Form 5500

FILING_RECEIVED

SRC AFFILIATED PROFIT SHARING 401(K) PLAN

401(k) retirement plan

Active participants

249

Accounts w/ balance

291

Plan assets (EOY)

$27.6M

Net assets (EOY)

$27.6M

How this plan invests

This plan

4 pooled trusts

Schedule D

17 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

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for STAGERIGHT CORPORATION.

Plan sponsor

Name

STAGERIGHT CORPORATION

EIN

38-2513133

Address

528 PIONEER PARKWAY · CLARE, MI · 48617

Phone

(989) 386-6326

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

2025-08-20

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)

3H · Sponsor in controlled / affiliated group

Audit & trust (Schedule H)

Auditor

WEINLANDER FITZHUGH

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

2 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
EMPOWER ANNUITY INSURANCE COMPANY	06-1050034	GREENWOOD VILLAGE, CO	RECORDKEEPER	$40K	—

TPA / Administrator

Name	EIN	Location	Relation	Direct comp	Indirect comp
MMA SECURITIES LLC	22-3570392	NEW YORK, NY	CONTRACT ADMIN	$35K	—

Investments

13 direct securities · 4 pooled funds· $27.6M(100% 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.

Uncategorized

$21.7M

12 holdings

Pooled Separate Account

$5.3M

4 holdings

Mutual Funds

$500K

1 holding

Investment	Type	Shares / units	Cost	Current value	% of plan
Guaranteed Income Fund Putnam Investments Guaranteed Income Fund	—	—	—	$4.8M	17.3%
Empower Annuity Insurance Company Large Cap Growth/American Century Fund	—	—	—	$4.2M	15.1%
LARGE CAP GROWTH / AMERICAN CENTURY EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 253	Pooled Separate Account	—	—	$4.2M	15.1%
Vanguard Value Index ADM Fund	—	—	—	$3.1M	11.4%
Vanguard Small Cap Value Index Admiral Fund	—	—	—	$2.2M	7.9%
Fidelity Investments Advisor Total Bond Z Fund	—	—	—	$2.1M	7.6%
Vanguard Explorer ADM Fund	—	—	—	$2.0M	7.3%
Fidelity Investments Fidelity 500 Index	—	—	—	$1.2M	4.5%
MID CAP GROWTH / ARTISAN PARTNERS F EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 185	Pooled Separate Account	—	—	$988K	3.6%
Notes receivable from participants Participant Loans***	—	—	—	$951K	3.5%
American Funds American Balanced R6 Fund	—	—	—	$693K	2.5%
American Funds Capital World G/I R6 Fund	Mutual Funds	—	—	$500K	1.8%
Fidelity Investments Mid Cap Index Fund	—	—	—	$338K	1.2%
REAL ESTATE / COHEN & STEERS FUND EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 305	Pooled Separate Account	—	—	$159K	0.6%
Fidelity Investments Global EX US Index Fund	—	—	—	$94K	0.3%
Fidelity Investments Small Cap Index Fund	—	—	—	$36K	0.1%
MID CAP VALUE / ROBECO BOSTON PARTN EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 440	Pooled Separate Account	—	—	$4K	<0.1%