Back to filter
Original filing (PDF)20250825080746NAL0003816675001
SURVEYING SOLUTIONS, INC.
Form 5500
FILING_RECEIVED
SURVEYING SOLUTIONS, INC. 401(K) PLAN
401(k) retirement plan
Active participants
107
Accounts w/ balance
105
Plan assets (EOY)
$16.3M
Net assets (EOY)
$16.3M
How this plan invests
This plan
1 pooled trust
Schedule D
24 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
Helping the score
- Below-peer total fees (19 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SURVEYING SOLUTIONS, INC..
Plan sponsor
Name
SURVEYING SOLUTIONS, INC.
EIN
38-3620839
Address
4471 M-61 · STANDISH, MI · 48658
Phone
(989) 846-6601
Industry
Professional & Technical Servicessee 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
2025-08-25
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
ARMANINO, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $2K | — |
Other
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ACEC RETIREMENT TRUST | — | ROSWELL, GA | OTHER | $21K | — |
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $8K | — |
Investments
23 direct securities · 1 pooled fund· $16.0M(98% 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
$12.8M
22 holdings
Mutual Funds
$3.0M
1 holding
Common Collective Trust
$85K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Institutional Index Fund Mutual fund | Mutual Funds | — | — | $3.0M | 18.8% | |
| Fidelity Freedom Blend 2045 Commingled Trust Collective trust fund | — | — | — | $2.6M | 16.2% | |
| Collective Investment Trusts Fidelity Freedom Blend 2035 Commingled Trust Collective trust fund | — | — | — | $1.8M | 10.8% | |
| Vanguard Total Institutional Stock Index Fund Mutual fund | — | — | — | $1.1M | 6.5% | |
| Jennison Fund Large Cap Growth Pooled separate account | — | — | — | $946K | 5.8% | |
| Vanguard Small-Cap Index Institutional Shares Mutual fund | — | — | — | $734K | 4.5% | |
| Fidelity Freedom Blend 2055 Commingled Trust Collective trust fund | — | — | — | $696K | 4.3% | |
| Fidelity Freedom Blend 2015 Commingled Trust Collective trust fund ** 621 Fidelity Freedom Blend 2040 Commingled Trust Collective trust fund ** 441 Pooled Separate Account Capital Group EuroPacific Growth SA Pooled separate account | — | — | — | $692K | 4.3% | |
| Vanguard FTSE Social Index Fund Mutual fund | — | — | — | $547K | 3.4% | |
| T. Rowe Price Institutional Mid-Cap Equity Growth Mutual fund | — | — | — | $516K | 3.2% | |
| Vanguard Mid-Cap Index Fund Institutional Shares Mutual fund | — | — | — | $442K | 2.7% | |
| Vanguard Total Bond Market Index Institutional Mutual fund | — | — | — | $373K | 2.3% | |
| Fidelity Freedom Blend 2050 Commingled Trust Collective trust fund | — | — | — | $369K | 2.3% | |
| Empower Investments Fixed Account-Series Class III Investment contract | — | — | — | $337K | 2.1% | |
| Fidelity Freedom Blend 2060 Commingled Trust Collective trust fund | — | — | — | $329K | 2.0% | |
| Robeco Boston Partners Mid Cap Value Pooled separate account | — | — | — | $304K | 1.9% | |
| American Funds Washington Mutual Fund Class R6 Mutual fund | — | — | — | $245K | 1.5% | |
| T. Rowe Price QM US Small-Cap Growth Equity I Mutual fund | — | — | — | $205K | 1.3% | |
| American Funds American Balanced Fund Class R6 Mutual fund | — | — | — | $168K | 1.0% | |
| Nuveen Real Estate Securities R6 Mutual fund | — | — | — | $166K | 1.0% | |
| Fidelity Freedom Blend 2065 Commingled Trust Collective trust fund | — | — | — | $131K | 0.8% | |
| Great-West Secure Foundation Balance Institutional Mutual fund | — | — | — | $101K | 0.6% | |
| VICTORY SMALL CAP VALUE COLLECTIVE THE VICTORY PORTFOLIOS · EIN 90-6240599 / PN 008 | Common Collective Trust | — | — | $85K | 0.5% | |
| PGIM Fund Core Plus Bond Pooled separate account | — | — | — | $73K | 0.4% |
Related plans
Other plans using ACEC RETIREMENT TRUST
KCI TECHNOLOGIES, INC
KCI TECHNOLOGIES, INC 401(K) PLAN
$267.7M · 2,339 participants
MEAD & HUNT, INC.
MEAD & HUNT, INC. 401(K) SAVINGS PLAN
$236.6M · 1,387 participants
H2M ARCHITECTS, ENGINEERS, GEOLOGY, LAND SURVEYING AND LANDSCAPE ARCHI
H2M ARCHITECTS + ENGINEERS 401(K) PLAN
$167.9M · 574 participants
MSA PROFESSIONAL SERVICES, INC.
MSA PROFESSIONAL SERVICES, INC. SAVINGS PLAN
$91.4M · 459 participants
A. MORTON THOMAS AND ASSOCIATES, INC.
A. MORTON THOMAS AND ASSOCIATES, INC. 401(K) PLAN
$77.8M · 509 participants
ERDMAN, ANTHONY HOLDING COMPANY, INC.
ERDMAN, ANTHONY HOLDING COMPANY, INC. 401(K) PLAN
$64.3M · 252 participants
Similar-size Professional & Technical Services plans
DYNAMIC GRAPHICS, INC.
DYNAMIC GRAPHICS, INC. 401(K) PROFIT SHARING PLAN
$15.8M · 35 participants
LANDTECH INC.
LANDTECH INC. 401(K) PLAN
$17.0M · 69 participants
UELS, LLC
UELS, LLC EMPLOYEES PROFIT SHARING PLAN
$17.8M · 108 participants
MORRIS P. HEBERT, INC.
MORRIS P. HEBERT, INC. 401(K) RETIREMENT PLAN PLAN AND TRUST
$18.4M · 115 participants
SOUTHEASTERN ARCHAEOLOGICAL RESEARCH, INC.
SOUTHEASTERN ARCHAEOLOGICAL RESEARCH, INC. 401(K) PLAN
$13.8M · 194 participants
SOUTHEASTERN SURVEYING AND MAPPING CORPORATION
SOUTHEASTERN SURVEYING AND MAPPING CORPORATION EMPLOYEE STOCK OWNERSHIP
$13.7M · 174 participants
Large plans in Michigan
GENERAL MOTORS LLC
GENERAL MOTORS HOURLY-RATE EMPLOYEES PENSION PLAN
$44.8B · 15,648 participants
GENERAL MOTORS LLC
GENERAL MOTORS SAVINGS PLAN MASTER TRUST
$32.4B
THE COMMITTEE OF THE UAW RETIREE MEDICAL BENEFITS TRUST
UAW GM RETIREES MEDICAL BENEFITS PLAN
$30.6B
FORD MOTOR COMPANY
FORD MOTOR COMPANY MASTER TRUST FUND
$29.5B
FORD MOTOR COMPANY
FORD DEFINED CONTRIBUTION PLANS MASTER TRUST
$25.3B
GENERAL MOTORS LLC
GENERAL MOTORS RETIREMENT SAVINGS PLAN FOR SALARIED EMPLOYEES IN THE UNITED STATES
$23.1B · 41,023 participants