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Original filing (PDF)20251014134456NAL0002930017003
SCIENCE SYSTEMS AND APPLICATIONS, INC.
Form 5500
FILING_RECEIVED
SCIENCE SYSTEMS AND APPLICATIONS, INC. 401(K) PROFIT SHARING PLAN AND TRUST
401(k) retirement plan
Signals · 1
6 service providers
Active participants
692
Accounts w/ balance
1,436
Plan assets (EOY)
$228.2M
Net assets (EOY)
$228.2M
How this plan invests
This plan
2 pooled trusts
Schedule D
31 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 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
100
Participation health
100
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SCIENCE SYSTEMS AND APPLICATIONS, INC..
Plan sponsor
Name
SCIENCE SYSTEMS AND APPLICATIONS, INC.
EIN
52-1087599
Address
10210 GREENBELT ROAD · SUITE 600 · LANHAM, MD · 20706
Phone
(301) 867-6302
Industry
Finance & Insurancesee 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
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)
2R · Participant-directed brokerage (SDBA)
Audit & trust (Schedule H)
Auditor
PBMARES, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
6 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TRANSAMERICA RETIREMENT SOLUTIONS | 13-3689044 | — | RECORDKEEPER | $130K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CREATIVE PLANNING, LLC | 20-3247391 | — | INVESTMENT ADVISOR | $45K | — |
Broker
3| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CHARLES SCHWAB & CO., INC. | 94-1737782 | — | BROKER | $181 | — |
| NATIONAL FINANCIAL SERVICES | 04-3523567 | — | SECURITIES BROKER | $0 | — |
| MID ATLANTIC CAPITAL CORPORATION | 25-1409618 | — | SECURITIES BROKER | $0 | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PBMARES, LLP | 54-0737372 | — | AUDITOR | $20K | — |
Investments
29 direct securities · 2 pooled funds· $228.2M(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
$199.7M
29 holdings
Common Collective Trust
$28.5M
2 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity 500 Index | — | — | — | $31.1M | 13.6% | |
| AB US LG CAP GR L WILMINGTON TRUST · EIN 38-4116831 / PN 509 | Common Collective Trust | — | — | $24.2M | 10.6% | |
| Transamerica Guaranteed Investment Option | — | — | — | $21.1M | 9.3% | |
| Janus Henderson Enterprise N | — | — | — | $14.3M | 6.3% | |
| JPMorgan US Equity L | — | — | — | $13.3M | 5.8% | |
| Vanguard Total Bond Market Index Adm | — | — | — | $9.9M | 4.3% | |
| American Funds Capital World G/I R4 | — | — | — | $9.7M | 4.2% | |
| Lord Abbett Total Return I | — | — | — | $9.4M | 4.1% | |
| Vanguard Instl Target Retirement 2030 | — | — | — | $9.3M | 4.1% | |
| T. Rowe Price T. Rowe Price Value I | — | — | — | $8.4M | 3.7% | |
| Vanguard Instl Target Retirement 2025 | — | — | — | $6.7M | 2.9% | |
| Vanguard Instl Target Retirement 2045 | — | — | — | $6.5M | 2.8% | |
| Vanguard Instl Target Retirement 2040 | — | — | — | $5.9M | 2.6% | |
| Vanguard Instl Target Retirement 2050 | — | — | — | $5.8M | 2.5% | |
| Vanguard Mid Cap Index Adm | — | — | — | $5.7M | 2.5% | |
| Vanguard Instl Target Retirement 2035 | — | — | — | $5.7M | 2.5% | |
| American Funds EuroPacific Gr R4 | — | — | — | $4.5M | 2.0% | |
| Vanguard Instl Target Retirement 2055 | — | — | — | $4.5M | 2.0% | |
| Vanguard Instl Target Retirement Income | — | — | — | $4.4M | 1.9% | |
| WILMINGTON TR FRANKLIN SM CP VAL CL WILMINGTON TRUST · EIN 38-4126289 / PN 594 | Common Collective Trust | — | — | $4.3M | 1.9% | |
| Vanguard Small Cap Index Adm | — | — | — | $4.2M | 1.8% | |
| Vanguard Instl Target Retirement 2020 | — | — | — | $4.1M | 1.8% | |
| Vanguard Instl Target Retirement 2060 | — | — | — | $3.7M | 1.6% | |
| American Century Mid Cap Value R6 | — | — | — | $2.8M | 1.2% | |
| Fidelity Emerging Markets Index | — | — | — | $2.8M | 1.2% | |
| Principal Small Cap Growth I Inst | — | — | — | $2.3M | 1.0% | |
| Personal Choice Retirement Account | — | — | — | $1.3M | 0.6% | |
| Participants | — | — | — | $973K | 0.4% | |
| Vanguard Instl Target Retirement 2065 | — | — | — | $898K | 0.4% | |
| Vanguard Instl Target Retirement 2070 | — | — | — | $230K | 0.1% | |
| Cash, interest-bearing | — | — | — | $51K | <0.1% |