Original filing (PDF)20240215183027NAL0000169665001

SYSTEM SERVICE & ENGINEERING, INC.

Name: SYSTEM SERVICE & ENGINEERING, INC. — SYSTEM SERVICE & ENGINEERING, INC. 401(K) PLAN, Form 5500 (2022)
Creator: SYSTEM SERVICE & ENGINEERING, INC.

Form 5500

FILING_RECEIVED

SYSTEM SERVICE & ENGINEERING, INC. 401(K) PLAN

401(k) retirement plan

Signals · 1

Late filing · 3.0 mo

Active participants

107

Accounts w/ balance

Plan assets (EOY)

$2.1M

Net assets (EOY)

$2.1M

How this plan invests

This plan

1 collective trust

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)

/ 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

Concentration risk

Total plan cost

100

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SYSTEM SERVICE & ENGINEERING, INC..

Plan sponsor

Name

SYSTEM SERVICE & ENGINEERING, INC.

EIN

45-5504961

Address

205 MOSLEY DRIVE · LYNN HAVEN, FL · 32444

Phone

(850) 441-3458

Industry

Engineering Services· Professional & Technical Servicessee 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

2024-02-15

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Auditor

WARREN AVERETT, LLC

Trustee / custodian

Service providers (Schedule C)

3 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
EMPOWER ANNUITY INSURANCE COMPANYO	—	GREENWOOD VILLAGE, CO	RECORDKEEPER	$50	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
MERRILL LYNCH PIERCE FENNER & SMITH	—	PRINCETON, NJ	INVESTEMNT ADVISOR	$5K	—

TPA / Administrator

Name	EIN	Location

Investments

1 pooled fund· $1.8M(87% of reported assets)

Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.

Investment	Type	Current value	% of plan
SEPARATE ACCOUNT SCAI MASSMUTUAL LIFE INSURANCE CO. · EIN 04-1590850 / PN 000	Pooled Separate Account	$1.8M	87.0%

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