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Original filing (PDF)20251008103852NAL0005709073001
STRAUGHAN ENVIRONMENTAL, INC.
Form 5500
FILING_RECEIVED
STRAUGHAN ENVIRONMENTAL, INC. 401(K) PROFIT SHARING PLAN
401(k) retirement plan
Signals · 1
1 failed disclosure
Active participants
104
Accounts w/ balance
132
Plan assets (EOY)
$13.5M
Net assets (EOY)
$13.5M
How this plan invests
This plan
38 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
96
/ 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
85
Concentration risk
100
Total plan cost
100
Vendor stack
100
Participation health
100
Knocking points off
- 1 Schedule C provider failed to disclose compensation.
Helping the score
- Below-peer total fees (2 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for STRAUGHAN ENVIRONMENTAL, INC..
Plan sponsor
Name
STRAUGHAN ENVIRONMENTAL, INC.
EIN
52-2024955
Address
9175 GUILFORD ROAD · SUITE 100 · COLUMBIA, MD · 21046
Phone
(301) 362-9200
Industry
Professional & Technical Servicessee 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
2025-10-08
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)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
CLIFTONLARSONALLEN LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $3K | — |
Failed / refused disclosures (Sched C Part 2)
| Provider | Nondisclosure info |
|---|---|
| — | — |
Investments
37 direct securities· $12.6M(93% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity 500 INDEX Mutual Fund | — | — | — | $2.3M | 17.1% | |
| Fidelity FREEDOM 2040 K6 Mutual Fund | — | — | — | $1.2M | 8.8% | |
| Fidelity CAP APPREC K Mutual Fund | — | — | — | $1.0M | 7.4% | |
| Fidelity FREEDOM 2050 K6 Mutual Fund | — | — | — | $901K | 6.7% | |
| Fidelity TOTAL MKT IDX Mutual Fund | — | — | — | $800K | 5.9% | |
| Fidelity CONTRAFUND K Mutual Fund | — | — | — | $786K | 5.8% | |
| Fidelity FREEDOM 2045 K6 Mutual Fund | — | — | — | $626K | 4.6% | |
| Fidelity FREEDOM 2035 K6 Mutual Fund | — | — | — | $590K | 4.4% | |
| Fidelity GOVT MMKT K6 Mutual Fund | — | — | — | $576K | 4.3% | |
| Fidelity FREEDOM 2060 K6 Mutual Fund | — | — | — | $519K | 3.8% | |
| Fidelity LG CAP GR IDX Mutual Fund | — | — | — | $394K | 2.9% | |
| Fidelity US BOND IDX Mutual Fund | — | — | — | $330K | 2.4% | |
| Fidelity STK SEL SM CAP Mutual Fund | — | — | — | $289K | 2.1% | |
| Fidelity STRATEGIC INCOME Mutual Fund | — | — | — | $232K | 1.7% | |
| Similar Party Collateral, Par, or Maturity Value Cost** Value PIMCO Income Inst Mutual Fund | — | — | — | $229K | 1.7% | |
| Fidelity FREEDOM 2020 K6 Mutual Fund | — | — | — | $209K | 1.5% | |
| Fidelity INTL DISCOVERY K Mutual Fund | — | — | — | $170K | 1.3% | |
| Fidelity BALANCED K Mutual Fund | — | — | — | $164K | 1.2% | |
| AM CENT MD CP VAL R6 Mutual Fund | — | — | — | $146K | 1.1% | |
| Mass. Financial Service INV TRUST Mutual Fund | — | — | — | $140K | 1.0% | |
| Fidelity FREEDOM 2025 K6 Mutual Fund | — | — | — | $126K | 0.9% | |
| Fidelity FREEDOM 2065 K6 Mutual Fund | — | — | — | $117K | 0.9% | |
| AMCENT INFL ADJBD R6 Mutual Fund 65 COL DIVIDEND INC I3 Mutual Fund | — | — | — | $99K | 0.7% | |
| Fidelity FREEDOM 2030 K6 Mutual Fund | — | — | — | $96K | 0.7% | |
| American Funds AMER MUTUAL R6 Mutual Fund | — | — | — | $95K | 0.7% | |
| Neuberger Berman SUSTAIN EQ I Mutual Fund | — | — | — | $81K | 0.6% | |
| Fidelity MID CAP IDX Mutual Fund | — | — | — | $78K | 0.6% | |
| Fidelity SM CAP IDX Mutual Fund | — | — | — | $71K | 0.5% | |
| Fidelity REAL ESTATE INVS Mutual Fund | — | — | — | $53K | 0.4% | |
| TRP DIV GROWTH I Mutual Fund | — | — | — | $43K | 0.3% | |
| Fidelity FREEDOM 2015 K6 Mutual Fund | — | — | — | $36K | 0.3% | |
| Participants Participant Loans Rate - 6.75% - | — | — | — | $29K | 0.2% | |
| Fidelity LG CAP VAL IDX Mutual Fund 651 * Fidelity TOTAL BOND K6 Mutual Fund | — | — | — | $28K | 0.2% | |
| CRLN E MID CAP GR R6 Mutual Fund | — | — | — | $27K | 0.2% | |
| Fidelity FREEDOM 2010 K6 Mutual Fund | — | — | — | $12K | <0.1% | |
| Fidelity FREEDOM INC K6 Mutual Fund | — | — | — | $6K | <0.1% | |
| Fidelity STK SEL MID CAP Mutual Fund | — | — | — | $1K | <0.1% |
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