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Original filing (PDF)20250930130339NAL0005502915001
STANDARD CALIBRATIONS, INC.
Form 5500
FILING_RECEIVED
STANDARD CALIBRATIONS, INC. RETIREMENT PLAN
401(k) retirement plan
Signals · 1
28% in single holding
Active participants
124
Accounts w/ balance
112
Plan assets (EOY)
$13.3M
Net assets (EOY)
$13.3M
How this plan invests
This plan
10 pooled trusts
Schedule D
32 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
92
/ 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
86
Total plan cost
80
Vendor stack
100
Participation health
100
Knocking points off
- Top holding "John Hancock Trust Co. John Hancock Lifetime Blend 2035 Trust R4" is 28% of plan.
- 35 bps in Schedule C fees — modestly above peer band of 29 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for STANDARD CALIBRATIONS, INC..
Plan sponsor
Name
STANDARD CALIBRATIONS, INC.
EIN
54-1496330
Address
501 RESOURCE ROW · CHESAPEAKE, VA · 233202856
Phone
(757) 549-6534
Industry
Constructionsee 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
2025-09-30
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
CHARLES W. SNADER, PC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| JOHN HANCOCK | 01-0233346 | — | RECORDKEEPER | $46K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| INFINEX INVESTMENTS, INC. | — | LEESBURG, FL | INVESTMENT ADVISOR | $0 | — |
Investments
23 direct securities · 10 pooled funds· $13.2M(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.
Common Collective Trust
$12.5M
10 holdings
Uncategorized
$713K
23 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| JOHN HANCOCK TRUST CO LT BL 2035 JOHN HANCOCK TRUST CO CIT · EIN 85-6153745 / PN 020 | Common Collective Trust | — | — | $3.7M | 27.6% | |
| JOHN HANCOCK TRUST CO LT BL 2030 JOHN HANCOCK TRUST CO CIT · EIN 85-6153745 / PN 019 | Common Collective Trust | — | — | $3.6M | 27.0% | |
| JOHN HANCOCK TRUST CO LT BL 2025 JOHN HANCOCK TRUST CO CIT · EIN 85-6153745 / PN 018 | Common Collective Trust | — | — | $2.0M | 14.7% | |
| JOHN HANCOCK TRUST CO LT BL 2040 JOHN HANCOCK TRUST CO CIT · EIN 85-6153745 / PN 021 | Common Collective Trust | — | — | $1.9M | 14.1% | |
| JOHN HANCOCK TRUST CO LT BL 2045 JOHN HANCOCK TRUST CO CIT · EIN 85-6153745 / PN 022 | Common Collective Trust | — | — | $471K | 3.5% | |
| JOHN HANCOCK TRUST CO LT BL 2055 JOHN HANCOCK TRUST CO CIT · EIN 85-6153745 / PN 024 | Common Collective Trust | — | — | $322K | 2.4% | |
| Fidelity Investments Fidelity 500 Index Fd | — | — | — | $252K | 1.9% | |
| JOHN HANCOCK TRUST CO LT BL 2065 JOHN HANCOCK TRUST CO CIT · EIN 85-6153745 / PN 026 | Common Collective Trust | — | — | $247K | 1.9% | |
| JOHN HANCOCK TRUST CO LT BL 2060 JOHN HANCOCK TRUST CO CIT · EIN 85-6153745 / PN 025 | Common Collective Trust | — | — | $238K | 1.8% | |
| JOHN HANCOCK TRUST CO LT BL 2050 JOHN HANCOCK TRUST CO CIT · EIN 85-6153745 / PN 023 | Common Collective Trust | — | — | $164K | 1.2% | |
| Federated Hermes MDT Mid Cap Growth R6 | — | — | — | $82K | 0.6% | |
| Dimensional Fund Advisors DFA US Small Cap Growth Inst | — | — | — | $55K | 0.4% | |
| Dimensional Fund Advisors DFA International Value Prt I | — | — | — | $50K | 0.4% | |
| Fidelity Investments Fidelity Small Cap Index Fund | — | — | — | $40K | 0.3% | |
| Carillon Family of Funds Carillon Reams Core Plus Bond I | — | — | — | $32K | 0.2% | |
| Dimensional Fund Advisors DFA Global Equity Inst | — | — | — | $28K | 0.2% | |
| MFS International Growth R3 | — | — | — | $24K | 0.2% | |
| MFS Massachusetts Inv Growth Stock R3 | — | — | — | $22K | 0.2% | |
| Vanguard Windsor Admiral Shares | — | — | — | $18K | 0.1% | |
| American Funds American Funds New World Fund R6 | — | — | — | $17K | 0.1% | |
| American Funds The Bond Fund of America R6 | — | — | — | $15K | 0.1% | |
| Dimensional Fund Advisors DFA Global Real Estate Securities Port Inst | — | — | — | $14K | 0.1% | |
| Principal Funds Principal Mid Cap S&P 400 Index Inst | — | — | — | $13K | <0.1% | |
| BlackRock iShares MSCI EAFE Intl Idx K | — | — | — | $11K | <0.1% | |
| John Hancock Life Insurance Company John Hancock Value Guaranteed Income, 2.50% | — | — | — | $10K | <0.1% | |
| JPMorgan US Research Enhanced Equity R6 | — | — | — | $6K | <0.1% | |
| Dimensional Fund Advisors DFA US Targeted Value I | — | — | — | $5K | <0.1% | |
| American Funds American Funds American High Income Trust R6 | — | — | — | $5K | <0.1% | |
| Dimensional Fund Advisors DFA Short-Duration Real Return Port Instl | — | — | — | $4K | <0.1% | |
| JPMorgan US Govt Money Market Capital Class | — | — | — | $4K | <0.1% | |
| Vanguard Short-Term Federal Fund Adml | — | — | — | $4K | <0.1% | |
| Invesco Value Opportunities R5 | — | — | — | $1K | <0.1% | |
| JOHN HANCOCK TRUST CO LT BL 2020 JOHN HANCOCK TRUST CO CIT · EIN 85-6153745 / PN 017 | Common Collective Trust | — | — | $130 | <0.1% |
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