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Original filing (PDF)20251003131514NAL0002351024001
SEURAT TECHNOLOGIES INC.
Form 5500
FILING_RECEIVED
SEURAT TECHNOLOGIES 401(K) PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
159
Accounts w/ balance
160
Plan assets (EOY)
$9.6M
Net assets (EOY)
$9.6M
How this plan invests
This plan
13 pooled trusts
Schedule D
28 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
98
/ 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
100
Vendor stack
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Helping the score
- Below-peer total fees (23 bps vs 52 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SEURAT TECHNOLOGIES INC..
Plan sponsor
Name
SEURAT TECHNOLOGIES INC.
EIN
47-4431079
Address
265 BALLARDVALE STREET · WILMINGTON, MA · 018871036
Phone
(650) 963-8200
Industry
Manufacturingsee 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
2025-10-03
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
LMHS, P.C.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsTPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $22K | — |
Investments
17 direct securities · 13 pooled funds· $9.6M(100% 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.
Uncategorized
$7.9M
17 holdings
Pooled Separate Account
$1.2M
5 holdings
Common Collective Trust
$482K
8 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Principal Global Investors Principal Guaranteed Option | — | — | — | $1.7M | 18.3% | |
| Vanguard Growth Index Fund | — | — | — | $1.0M | 10.9% | |
| Vanguard Value Index Fund | — | — | — | $878K | 9.2% | |
| Vanguard 500 Index Fund | — | — | — | $530K | 5.5% | |
| Vanguard Short-Term Inflation-Protected Securities Ind | — | — | — | $439K | 4.6% | |
| PRIN HIGH YIELD SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 137 | Pooled Separate Account | — | — | $417K | 4.4% | |
| PIMCO Global Advantage Strategy Bond Fund | — | — | — | $409K | 4.3% | |
| Vanguard Developed Markets Index Fund | — | — | — | $407K | 4.3% | |
| American Funds New Perspective Fund | — | — | — | $403K | 4.2% | |
| PRIN BOND MARKET INDEX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 122 | Pooled Separate Account | — | — | $393K | 4.1% | |
| Vanguard Emerging Markets Stock Index Fund/ United | — | — | — | $388K | 4.1% | |
| Dimensional Fund Advisors DFA International Small Company Portfolio | — | — | — | $366K | 3.8% | |
| PRIN LIFETIME HYBR 2060 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 012 | Common Collective Trust | — | — | $341K | 3.6% | |
| Vanguard Total Stock Market Index Fund | — | — | — | $260K | 2.7% | |
| Vanguard Small-Cap Index Fund | — | — | — | $245K | 2.6% | |
| Vanguard Mid-Cap Index Fund | — | — | — | $243K | 2.5% | |
| Dimensional Fund Advisors DFA US Targeted Value Portfolio | — | — | — | $233K | 2.4% | |
| PRIN MIDCAP VALUE I SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 043 | Pooled Separate Account | — | — | $222K | 2.3% | |
| Vanguard Explorer Fund | — | — | — | $189K | 2.0% | |
| PRIN MIDCAP GROWTH SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 021 | Pooled Separate Account | — | — | $181K | 1.9% | |
| (E) | — | — | $10K | $70K | 0.7% | |
| Participants' Notes Receivable Participant Loans Interest Rates at 8.5% - 9.5% - | — | — | — | $70K | 0.7% | |
| PRIN LIFETIME HYBR 2050 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 009 | Common Collective Trust | — | — | $40K | 0.4% | |
| PRIN LIFETIME HYBR 2045 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 008 | Common Collective Trust | — | — | $38K | 0.4% | |
| PRIN LIFETIME HYB 2070 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 014 | Common Collective Trust | — | — | $34K | 0.4% | |
| PRIN LIFETIME HYBR 2055 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 010 | Common Collective Trust | — | — | $25K | 0.3% | |
| PRIN REAL ESTATE SECS SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 095 | Pooled Separate Account | — | — | $10K | 0.1% | |
| PRIN LIFETIME HYBR 2040 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 007 | Common Collective Trust | — | — | $4K | <0.1% | |
| PRIN LIFETIME HYBR 2065 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 013 | Common Collective Trust | — | — | $198 | <0.1% | |
| PRIN LIFETIME HYBR 2035 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 006 | Common Collective Trust | — | — | $0 | <0.1% |
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