How big is Surface Mount Technology Corporation's plan?

Surface Mount Technology Corporation's plan reported $6.0M in assets and 165 participants for 2024.

Original filing (PDF)20251007093053NAL0004561249001

Surface Mount Technology Corporation

Name: Surface Mount Technology Corporation — Surface Mount, Form 5500 (2024)
Creator: Surface Mount Technology Corporation
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Surface Mount Technology Corporation 401(k) Plan and Trust

401(k) retirement plan · Surface Mount Technology Corporation's Surface Mount Technology Corporation 401(k) Plan and Trust held $6.0M in plan assets for 165 participants in 2024.

Signals · 1

No recordkeeper disclosed

Active participants

165

Accounts w/ balance

160

Plan assets (EOY)

$6.0M

Net assets (EOY)

$6.0M

People on this filing

Christopher Sumnicht signed Surface Mount Technology Corporation's 2024 Form 5500 as plan administrator.

Christopher Sumnicht — 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

Surface Mount Technology Corporation's EIN is 39-1884929.

EIN 39-1884929

Plan number 001

Plan year 2024

ACK ID 20251007093053NAL0004561249001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Surface Mount Technology Corporation from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Surface Mount Technology Corporation's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for SURFACE MOUNT TECHNOLOGY CORPORATION.

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How this plan invests

This plan

1 pooled trust

Schedule D

39 securities

funds · stocks · CUSIPs

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

Plan health score

Above-average plan

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

Plan sponsor

Name

SURFACE MOUNT TECHNOLOGY CORPORATION

EIN

all filings

Address

5660 TECHNOLOGY CIRCLE · APPLETON, WI · 549148405

Phone

(920) 954-8324

Industry

Manufacturing

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

2025-10-07

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)

Service providers (Schedule C)

2 rows

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
FEUCHT FINANCIAL GROUP, LLC	—	APPLETON, WI	INVESTMENT ADVISOR	$19K	—

TPA / Administrator

Name	EIN	Location	Relation	Direct comp	Indirect comp
PENSION INC.	39-1955089	GREEN BAY, WI	THIRD PARTY ADMINISTRATO	$11K	—

Investments

39 direct securities · 1 pooled fund· $5.9M(99% 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.

Common Collective Trusts

$2.0M

3 holdings

Other securities

$1.8M

20 holdings

Mutual Funds

$1.6M

11 holdings

Common Collective Trust

$216K

1 holding

Common Stocks

$129K

2 holdings

Bonds / Notes

$95K

1 holding

U.S. Treasuries

$44K

Fund families in this plan

Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.

Vanguard$3.6M BlackRock / iShares$726K MetLife$216K

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Trustee / custodian

—

Cash / Money Market

$19K

1 holding

					% of plan
Vanguard Growth Index Fund ETF Mutual fund	Common Collective Trusts	—	—	$1.3M	21.9%
Vanguard Value Index Fund ETF Mutual fund	Common Collective Trusts	—	—	$589K	9.8%
Vanguard Target Retirement 2045 Fund Investor Shares Mutual fund	Mutual Funds	—	—	$398K	6.6%
Vanguard Target Retirement 2035 Fund Investor Shares Mutual fund	Mutual Funds	—	—	$396K	6.6%
Vanguard Target Retirement 2040 Fund Investor Shares Mutual fund	Mutual Funds	—	—	$355K	5.9%
WisdomTree US LargeCap Divd Fund ETF	Other securities	—	—	$347K	5.8%
Vanguard Target Retirement 2025 Fund Investor Shares Mutual fund	Mutual Funds	—	—	$221K	3.7%
Russell Investments LifePoints Growth Strategy Fund Class R1 Mutual fund	Other securities	—	—	$219K	3.7%
UNIFIED TRUST STABLE VALUE MASTER METLIFE · EIN 37-1992955 / PN 008	Common Collective Trust	—	—	$216K	3.6%
WisdomTree US MidCap Divd Fund ETF	Other securities	—	—	$199K	3.3%
Russell Investments LifePoints Equity Growth Strategy Fund Class R1 Mutual fund	Other securities	—	—	$141K	2.3%
WisdomTree Emerging Markets High Dividend Fund Mutual fund	Other securities	—	—	$119K	2.0%
iShares S&P Mid-Cap 400 Growth ETF Mutual fund	Other securities	—	—	$115K	1.9%
iShares iBoxx Investment Grade Corp Bond ETF Mutual fund	Common Stocks	—	—	$103K	1.7%
Participant loans - 4.25% to 9.50%, maturing through November 2035 0	Bonds / Notes	—	—	$95K	1.6%
WisdomTree Emerging Markets SmallCap Fund Mutual fund	Other securities	—	—	$95K	1.6%
Vanguard S&P 500 ETF Mutual fund	Common Collective Trusts	—	—	$91K	1.5%
Vanguard Target Retirement 2030 Fund Investor Shares Mutual fund	Mutual Funds	—	—	$88K	1.5%
iShares S&P Mid-Cap 400 Value ETF Mutual fund	Other securities	—	—	$80K	1.3%
iShares MSCI EAFE Growth ETF Mutual fund	Other securities	—	—	$79K	1.3%
WisdomTree US SmallCap Divd Funds ETF	Other securities	—	—	$77K	1.3%
iShares S&P Small-Cap 600 Growth ETF Mutual fund	Other securities	—	—	$72K	1.2%
Vanguard Target Retirement Income Fund Investor Shares Mutual fund	Mutual Funds	—	—	$64K	1.1%
Vanguard FTSE Emerging Markets Index ETF Mutual fund	Mutual Funds	—	—	$52K	0.9%
ishares Core S&P Mid Cap ETF Mutual fund	Other securities	—	—	$52K	0.9%
iShares S&P Small-Cap 600 Value ETF Mutual fund	Other securities	—	—	$52K	0.9%
Russell Investments LifePoints Balanced Strategy Fund Class R1 Mutual fund	Other securities	—	—	$48K	0.8%
iShares JP Morgan USD Emergind Markets Bond ETF	U.S. Treasuries	—	—	$44K	0.7%
ishares Core S&P Small Cap ETF Mutual fund ** 349 ishares Core S&P MSCI EAFE ETF Mutual fund	Other securities	—	—	$32K	0.5%
iShares iBoxx High Yield Corp Bond ETF Mutual fund	Common Stocks	—	—	$26K	0.4%
iShares Core US Aggregate Bond ETF Mutual fund	Other securities	—	—	$26K	0.4%
Russell Investments LifePoints Conservative Strategy Fund Class R1 Mutual fund	Other securities	—	—	$25K	0.4%
WisdomTree International Equity Fund Mutual fund	Other securities	—	—	$24K	0.4%
Mid Atlantic Cash Account Cash	Cash / Money Market	—	—	$19K	0.3%
Russell Investments LifePoints Moderate Strategy Fund Class R1 Mutual fund	Other securities	—	—	$17K	0.3%
Vanguard Target Retirement 2055 Fund Investor Shares Mutual fund	Mutual Funds	—	—	$13K	0.2%
Vanguard Target Retirement 2050 Fund Investor Shares Mutual fund	Mutual Funds	—	—	$5K	<0.1%
Vanguard Target Retirement 2060 Fund Investor Shares Mutual fund	Mutual Funds	—	—	$4K	<0.1%
iShares MSCI EAFE Value ETF Mutual fund	Other securities	—	—	$4K	<0.1%
Vanguard Target Retirement 2065 Fund Investor Shares Mutual fund ** 874 Vanguard Target Retirement 2070 Fund Investor Shares Mutual fund	Mutual Funds	—	—	$3K	<0.1%

1–40 of 40

Transcend Information, Inc.

Transcend Information, U.S.A. Retirement Savings Plan

$6.1M · 34 participants