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Original filing (PDF)20251013162756NAL0001598401001
SOCIAL CURRENT
Form 5500
FILING_RECEIVED
SOCIAL CURRENT RETIREMENT PLAN
401(k) retirement plan
Active participants
72
Accounts w/ balance
136
Plan assets (EOY)
$12.7M
Net assets (EOY)
$12.7M
How this plan invests
This plan
25 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
95
/ 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
80
Vendor stack
100
Participation health
100
Knocking points off
- 38 bps in Schedule C fees — modestly above peer band of 29 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SOCIAL CURRENT.
Plan sponsor
Name
SOCIAL CURRENT
EIN
39-1709925
Address
P.O. BOX 3493 · STURTEVANT, WI · 53177
Phone
(212) 797-3000
Industry
Health Care & Social Assistancesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
003
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-13
Pension benefit codes
2E · Profit-sharing
2J · 401(k) feature
2K · 401(m) arrangement
2F · ERISA section 404(c)
2G · Total participant-directed accounts
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
GRF CPA'S & ADVISORS
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| T. ROWE PRICE RPS, INC. | 52-1309931 | — | RECORDKEEPER | $10K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ONEDIGITAL INVESTMENT ADVISORS | 82-1434504 | — | INVESTMENT ADVISOR | $38K | — |
Investments
25 direct securities· $12.7M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| T. Rowe Price T. Rowe Price Retirement 2035 Fund N/A | — | — | — | $2.1M | 16.3% | |
| T. Rowe Price T. Rowe Price Retirement 2040 Fund N/A | — | — | — | $1.8M | 14.4% | |
| T. Rowe Price T. Rowe Price Retirement 2020 Fund N/A | — | — | — | $1.6M | 12.2% | |
| T. Rowe Price T. Rowe Price Retirement 2045 Fund N/A | — | — | — | $1.5M | 11.6% | |
| T. Rowe Price T. Rowe Price Retirement 2050 Fund N/A | — | — | — | $1.3M | 10.3% | |
| T. Rowe Price T. Rowe Price Retirement 2030 Fund N/A | — | — | — | $950K | 7.5% | |
| T. Rowe Price T. Rowe Price Retirement 2055 Fund N/A | — | — | — | $753K | 5.9% | |
| T. Rowe Price T. Rowe Price Retirement 2025 Fund N/A | — | — | — | $746K | 5.9% | |
| Fidelity Investments Fidelity 500 Index N/A | — | — | — | $451K | 3.5% | |
| T. Rowe Price T. Rowe Price Capital Appreciation Fund N/A | — | — | — | $222K | 1.7% | |
| Fidelity Investments Fidelity Low-Priced Stock Fund N/A | — | — | — | $206K | 1.6% | |
| AllianceBernstein AB Large Cap Growth Fund Class Z N/A | — | — | — | $173K | 1.4% | |
| T. Rowe Price T. Rowe Price Government Money Fund N/A | — | — | — | $164K | 1.3% | |
| T. Rowe Price T. Rowe Price Retirement 2010 Fund N/A | — | — | — | $139K | 1.1% | |
| Participants September 4, 2029 | — | — | — | $128K | 1.0% | |
| Fidelity Investments Fidelity Us Bond Index N/A | — | — | — | $108K | 0.8% | |
| JP Morgan JP Morgan US Equity R5 N/A | — | — | — | $95K | 0.7% | |
| Dimensional Fund Advisors DFA Emerging Market N/A | — | — | — | $73K | 0.6% | |
| T. Rowe Price T. Rowe Price New Horizons Fund N/A | — | — | — | $59K | 0.5% | |
| T. Rowe Price T. Rowe Price Retirement 2060 Fund N/A | — | — | — | $55K | 0.4% | |
| MFS International Intrinsic Value R4 N/A | — | — | — | $47K | 0.4% | |
| T. Rowe Price T. Rowe Price Retirement 2005 Fund N/A | — | — | — | $38K | 0.3% | |
| Fidelity Investments Fidelity International Index N/A | — | — | — | $32K | 0.2% | |
| PIMCO Income Institutional N/A | — | — | — | $20K | 0.2% | |
| Vanguard Equity N/A | — | — | — | $13K | <0.1% |