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Original filing (PDF)20230728131749NAL0013555441001
STROCO MANUFACTURING, INC.
Form 5500
FILING_RECEIVED
STROCO MANUFACTURING, INC. 401(K) PLAN
401(k) retirement plan
Active participants
0
Accounts w/ balance
0
Plan assets (EOY)
$0
Net assets (EOY)
$0
How this plan invests
This plan
16 collective trusts
Schedule D
Individual securities
on each trust's filing
This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.
Plan health score (directional)
89
/ 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
75
Total plan cost
75
Vendor stack
100
Participation health
100
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 STROCO MANUFACTURING, INC..
Plan sponsor
Name
STROCO MANUFACTURING, INC.
EIN
43-0792952
Address
628 LAMBERT POINTE DR. · HAZELWOOD, MO · 63042
Phone
(800) 489-6950
Industry
Manufacturingsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2022
Plan year begin
2022-01-01
Tax period
2022-12-31
Filed
2023-07-28
Pension benefit codes
2A · Age/service weighted or new comparability
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
KERBER, ECK & BRAECKEL LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsOther
3| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EPIC RETIREMENT PLAN SERVICES | 16-1450952 | — | NONE | $15K | — |
| MONETA GROUP LLC | 20-1903821 | — | NONE | $1K | — |
| CHARLES SCHWAB & CO., INC. | 94-1737782 | — | NONE | $0 | — |
Investments
16 pooled funds· $0
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.
| Investment | Type | Current value | % of plan |
|---|---|---|---|
| MORLEY STABLE VALUE FUND PRINCIPAL GLOBAL INVESTORS TRUST COMPANY · EIN 93-6274329 / PN 001 | Common Collective Trust | $0 | — |
| RETIREMENT ADVOCATE AGGRESSIVE MATRIX TRUST COMPANY · EIN 75-3182674 / PN 222 | Common Collective Trust | $0 | — |
| RETIREMENT ADVOCATE MOD CONSERV MATRIX TRUST COMPANY · EIN 75-3182674 / PN 219 | Common Collective Trust | $0 | — |
| RETIREMENT ADVOCATE MOD AGGRESSIVE MATRIX TRUST COMPANY · EIN 75-3182674 / PN 221 | Common Collective Trust | $0 | — |
| RETIREMENT ADVOCATE MODERATE MATRIX TRUST COMPANY · EIN 75-3182674 / PN 219 | Common Collective Trust | $0 | — |
| SCHWAB INDEXED RET TRUST FD 2015 CHARLES SCHWAB BANK · EIN 81-0625169 / PN 012 | Common Collective Trust | $0 | — |
| SCHWAB INDEXED RET TRUST FD 2025 CHARLES SCHWAB BANK · EIN 81-0625169 / PN 014 | Common Collective Trust | $0 | — |
| SCHWAB INDEXED RET TRUST FD 2030 CHARLES SCHWAB BANK · EIN 81-0625169 / PN 015 | Common Collective Trust | $0 | — |
| SCHWAB INDEXED RET TRUST FD 2035 CHARLES SCHWAB BANK · EIN 81-0625169 / PN 016 | Common Collective Trust | $0 | — |
| SCHWAB INDEXED RET TRUST FD 2040 CHARLES SCHWAB BANK · EIN 81-0625169 / PN 017 | Common Collective Trust | $0 | — |
| SCHWAB INDEXED RET TRUST FD 2045 CHARLES SCHWAB BANK · EIN 81-0625169 / PN 018 | Common Collective Trust | $0 | — |
| SCHWAB INDEXED RET TRUST FD 2050 CHARLES SCHWAB BANK · EIN 81-0625169 / PN 019 | Common Collective Trust | $0 | — |
| SCHWAB INDEXED RET TRUST FD 2055 CHARLES SCHWAB BANK · EIN 81-0625169 / PN 021 | Common Collective Trust | $0 | — |
| SCHWAB INDEXED RET TRUST FD 2060 CHARLES SCHWAB BANK · EIN 81-0625169 / PN 023 | Common Collective Trust | $0 | — |
| SCHWAB INDEXED RET TRUST FD 2065 CHARLES SCHWAB BANK · EIN 81-0625169 / PN 024 | Common Collective Trust | $0 | — |
| IR&M CORE BOND COLLECTIVE FUND GLOBAL TRUST COMPANY - IR&M · EIN 37-6567224 / PN 001 | Common Collective Trust | $0 | — |
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