How big is Straughan Environmental, Inc.'s plan?

Straughan Environmental, Inc.'s plan reported $13.5M in assets and 104 participants for 2024.

Original filing (PDF)20251008103852NAL0005709073001

Straughan Environmental, Inc.

Name: Straughan Environmental, Inc. — Straughan Environmen, Form 5500 (2024)
Creator: Straughan Environmental, Inc.
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Straughan Environmental, Inc. 401(k) Profit Sharing Plan

401(k) retirement plan · Straughan Environmental, Inc.'s Straughan Environmental, Inc. 401(k) Profit Sharing Plan held $13.5M in plan assets for 104 participants in 2024, with Fidelity as recordkeeper.

Signals · 2

1 failed disclosureLate participant contributions

Active participants

104

Accounts w/ balance

132

Plan assets (EOY)

$13.5M

Net assets (EOY)

$13.5M

People on this filing

Penny Aubertin signed Straughan Environmental, Inc.'s 2024 Form 5500 as plan administrator.

Penny Aubertin — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Straughan Environmental, Inc.'s EIN is 52-2024955.

EIN 52-2024955

Plan number 001

Plan year 2024

ACK ID 20251008103852NAL0005709073001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Straughan Environmental, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Straughan Environmental, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for STRAUGHAN ENVIRONMENTAL, INC..

Finding similar companies…

How this plan invests

This plan

36 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool.

Compliance & integrity

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

1 Schedule C provider failed to disclose compensation.
Delinquent participant contributions reported (Schedule H 4a) — 30K (2% of contributions).

Helping the score

Below-peer total plan cost (89th percentile).

Plan sponsor

Name

STRAUGHAN ENVIRONMENTAL, INC.

EIN

all filings

Address

9175 GUILFORD ROAD · SUITE 100 · COLUMBIA, MD · 21046

Phone

(301) 362-9200

Industry

Professional & Technical Services

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)

Service providers (Schedule C)

1 rows

Recordkeeper

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

36 direct securities· $12.4M(92% of reported assets)

Mutual Funds

$7.8M

22 holdings

Common Collective Trusts

$4.0M

7 holdings

Other securities

$436K

5 holdings

Common Stocks

$99K

1 holding

Bonds / Notes

$29K

1 holding

					% of plan
Fidelity 500 INDEX Mutual Fund	Common Collective Trusts	—	—	$2.3M	17.1%
Fidelity FREEDOM 2040 K6 Mutual Fund	Mutual Funds	—	—	$1.2M	8.8%
Fidelity CAP APPREC K Mutual Fund	Mutual Funds	—	—	$1.0M	7.4%
Fidelity FREEDOM 2050 K6 Mutual Fund	Mutual Funds	—	—	$901K	6.7%
Fidelity TOTAL MKT IDX Mutual Fund	Common Collective Trusts	—	—	$800K	5.9%
Fidelity CONTRAFUND K Mutual Fund	Mutual Funds	—	—	$786K	5.8%
Fidelity FREEDOM 2045 K6 Mutual Fund	Mutual Funds	—	—	$626K	4.6%
Fidelity FREEDOM 2035 K6 Mutual Fund	Mutual Funds	—	—	$590K	4.4%
Fidelity GOVT MMKT K6 Mutual Fund	Mutual Funds	—	—	$576K	4.3%
Fidelity FREEDOM 2060 K6 Mutual Fund	Mutual Funds	—	—	$519K	3.8%
Fidelity LG CAP GR IDX Mutual Fund	Common Collective Trusts	—	—	$394K	2.9%
Fidelity US BOND IDX Mutual Fund	Common Collective Trusts	—	—	$330K	2.4%
Fidelity STK SEL SM CAP Mutual Fund	Mutual Funds	—	—	$289K	2.1%
Fidelity STRATEGIC INCOME Mutual Fund	Mutual Funds	—	—	$232K	1.7%
Fidelity FREEDOM 2020 K6 Mutual Fund	Mutual Funds	—	—	$209K	1.5%
Fidelity INTL DISCOVERY K Mutual Fund	Mutual Funds	—	—	$170K	1.3%
Fidelity BALANCED K Mutual Fund	Mutual Funds	—	—	$164K	1.2%
AM CENT MD CP VAL R6 Mutual Fund	Other securities	—	—	$146K	1.1%
Mass. Financial Service INV TRUST Mutual Fund	Other securities	—	—	$140K	1.0%
Fidelity FREEDOM 2025 K6 Mutual Fund	Mutual Funds	—	—	$126K	0.9%
Fidelity FREEDOM 2065 K6 Mutual Fund	Mutual Funds	—	—	$117K	0.9%
AMCENT INFL ADJBD R6 Mutual Fund 65 COL DIVIDEND INC I3 Mutual Fund	Common Stocks	—	—	$99K	0.7%
Fidelity FREEDOM 2030 K6 Mutual Fund	Mutual Funds	—	—	$96K	0.7%
American Funds AMER MUTUAL R6 Mutual Fund	Mutual Funds	—	—	$95K	0.7%
Neuberger Berman SUSTAIN EQ I Mutual Fund	Other securities	—	—	$81K	0.6%
Fidelity MID CAP IDX Mutual Fund	Common Collective Trusts	—	—	$78K	0.6%
Fidelity SM CAP IDX Mutual Fund	Common Collective Trusts	—	—	$71K	0.5%
Fidelity REAL ESTATE INVS Mutual Fund	Mutual Funds	—	—	$53K	0.4%
TRP DIV GROWTH I Mutual Fund	Other securities	—	—	$43K	0.3%
Fidelity FREEDOM 2015 K6 Mutual Fund	Mutual Funds	—	—	$36K	0.3%
Participants Participant Loans Rate - 6.75% -	Bonds / Notes	—	—	$29K	0.2%
Fidelity LG CAP VAL IDX Mutual Fund 651 * Fidelity TOTAL BOND K6 Mutual Fund	Common Collective Trusts	—	—	$28K	0.2%
CRLN E MID CAP GR R6 Mutual Fund	Other securities	—	—	$27K	0.2%
Fidelity FREEDOM 2010 K6 Mutual Fund	Mutual Funds	—	—	$12K	<0.1%
Fidelity FREEDOM INC K6 Mutual Fund	Mutual Funds	—	—	$6K	<0.1%
Fidelity STK SEL MID CAP Mutual Fund	Mutual Funds	—	—	$1K	<0.1%