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Original filing (PDF)20251014110359NAL0003737472001
SUREFIRE WIRELINE, LLC
Form 5500
FILING_RECEIVED
SUREFIRE WIRELINE, LLC 401(K) RETIREMENT PLAN
401(k) retirement plan
Signals · 1
~85 bps in Sched C fees
Active participants
115
Accounts w/ balance
157
Plan assets (EOY)
$5.9M
Net assets (EOY)
$5.9M
How this plan invests
This plan
22 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
91
/ 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
65
Vendor stack
100
Participation health
100
Knocking points off
- 85 bps in Schedule C fees — 63% above peer band of 52 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SUREFIRE WIRELINE, LLC.
Plan sponsor
Name
SUREFIRE WIRELINE, LLC
EIN
47-2238147
Address
233 NORTH PARK DRIVE · KITTANNING, PA · 16201
Phone
(724) 543-1388
Industry
Mining, Quarrying, Oil & Gassee 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
2025-10-14
Pension benefit codes
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
HILL, BARTH & KING LLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STANCORP FINANCIAL GROUP | 93-1253576 | — | RECORDKEEPER | $14K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NORTHWESTERN MUTUAL WEALTH MANAGEMN | 39-2018056 | — | INVESTMENT ADVISOR | $27K | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| METRO BENEFITS, INC. | 25-1541083 | — | CONTRACT ADMIN | $9K | — |
Investments
22 direct securities· $5.9M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| American Funds 2050 Trgt Date Retire R6 Mutual Fund | — | — | — | $1.1M | 18.9% | |
| American Funds American Balanced R6 Mutual Fund ** 76 American Funds 2055 Trgt Date Retire R6 Mutual Fund | — | — | — | $922K | 15.6% | |
| American Funds 2045 Trgt Date Retire R6 Mutual Fund | — | — | — | $740K | 12.5% | |
| American Funds 2060 Target Date Ret R6 Mutual Fund | — | — | — | $659K | 11.1% | |
| American Funds 2040 Trgt Date Retire R6 Mutual Fund | — | — | — | $589K | 9.9% | |
| American Funds 2030 Trgt Date Retire R6 Mutual Fund | — | — | — | $392K | 6.6% | |
| Invesco Discovery Fund Mutual Fund ** 47 Ab Large Cap Growth Fund Class Z Mutual Fund | — | — | — | $362K | 6.1% | |
| Standard Ins Co Stable Asset Fund D Insurance General Account | — | — | — | $210K | 3.5% | |
| Vanguard 500 Index Admiral Mutual Fund | — | — | — | $206K | 3.5% | |
| American Funds 2065 Trgt Date Retir R6 Mutual Fund | — | — | — | $130K | 2.2% | |
| American Funds 2025 Trgt Date Retire R6 Mutual Fund | — | — | — | $125K | 2.1% | |
| Jpmorgan Mid Cap Growth R6 Mutual Fund | — | — | — | $77K | 1.3% | |
| American Funds 2035 Trgt Date Retire R6 Mutual Fund | — | — | — | $75K | 1.3% | |
| Vanguard Mid Cap Index Adm Mutual Fund | — | — | — | $74K | 1.3% | |
| American Funds 2020 Trgt Date Retire R6 Mutual Fund | — | — | — | $74K | 1.2% | |
| Mfs Mid Cap Value R6 Mutual Fund | — | — | — | $40K | 0.7% | |
| Vanguard Developed Markets Idx Admiral Mutual Fund | — | — | — | $37K | 0.6% | |
| Blackrock Emerging Mkts K Mutual Fund | — | — | — | $36K | 0.6% | |
| American Funds New Perspective R6 Mutual Fund | — | — | — | $25K | 0.4% | |
| Mfs Global Equity R5 Mutual Fund | — | — | — | $14K | 0.2% | |
| American Funds Smallcap World R6 Mutual Fund | — | — | — | $14K | 0.2% | |
| Putnam Large Cap Value Fund Class R6 Mutual Fund | — | — | — | $4K | <0.1% |
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