Form 5500 Search
Back to filter
Original filing (PDF)20251027153625NAL0008305104001

SUPERLATIVE TECHNOLOGIES, INC.

Form 5500
FILING_RECEIVED
SUPERLATIVE TECHNOLOGIES, INC. 401(K) PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
151
Accounts w/ balance
218
Plan assets (EOY)
$17.2M
Net assets (EOY)
$17.2M
How this plan invests
This plan
1 pooled trust
Schedule D
31 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 (12 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SUPERLATIVE TECHNOLOGIES, INC..
Plan sponsor
Name
SUPERLATIVE TECHNOLOGIES, INC.
EIN
54-1818218
Address
45195 RESEARCH PL · ASHBURN, VA · 201472417
Phone
(703) 821-3732
Industry
Engineering Services· Professional & Technical Servicessee all
Plan administrator
Name
FIDELITY MANAGEMENT TRUST COMPANY
EIN
04-3532603
City
COVINGTON, KY
Phone
(859) 386-4199
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-27
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2R · Participant-directed brokerage (SDBA)
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
BLAND & ASSOCIATES, P.C.
Trustee / custodian
Trustee phone

Service providers (Schedule C)

2 rows
Advisor / Consultant
1
NameEINLocationRelationDirect compIndirect comp
GLOBAL RETIREMENT PARTNERS47-1411118ADVISOR$26K
TPA / Administrator
1
NameEINLocationRelationDirect compIndirect comp
FIDELTIY WORKPLACE SERVICES LLC04-3532603PLAN ADMINISTRATOR-$4K

Investments

31 direct securities · 1 pooled fund· $17.2M(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
$17.2M
31 holdings
Common Collective Trust
$11K
1 holding
PIInvestmentTypeShares / unitsCostCurrent value% of plan
party Description of Investment Cost ** Current Value * Fidelity Management Trust Company 500 Index$2.6M15.2%
Fidelity Management Trust Company Freedom 2035$2.2M12.5%
JP Morgan Growth Advantage R5$2.0M11.6%
Fidelity Management Trust Company Freedom 2045$1.3M7.8%
Fidelity Management Trust Company Freedom 2025$1.3M7.5%
Fidelity Management Trust Company Government Money Market$1.1M6.2%
Fidelity Management Trust Company Freedom 2050$959K5.6%
Fidelity Management Trust Company Freedom 2040$895K5.2%
Fidelity Management Trust Company Freedom 2030$875K5.1%
Fidelity Management Trust Company Freedom 2055$607K3.5%
Fidelity Management Trust Company Freedom 2060$582K3.4%
Fidelity Management Trust Company Brokeragelink - Self-Directed Brokerage Account$547K3.2%
Fidelity Management Trust Company Mid Cap Index$419K2.4%
Fidelity Management Trust Company Freedom 2065$256K1.5%
Fidelity Management Trust Company Small Cap Index$242K1.4%
JP Morgan Large Cap Value R5$219K1.3%
All Spring SPL Small Cap Value Adm$165K1.0%
JP Morgan Mid Cap Growth R5$143K0.8%
Participant Loans Participant Loans, Interest at 4.25% to 9.50%$140K0.8%
Fidelity Management Trust Company Freedom 2020$139K0.8%
Fidelity Management Trust Company High Income$95K0.6%
Fidelity Management Trust Company Global Ex US Index PR$94K0.5%
Fidelity Management Trust Company Freedom 2015$85K0.5%
Victory RS Small Cap Growth A$75K0.4%
Blackrock Total Return$66K0.4%
Victory S Establish Value A$53K0.3%
Pimco Short Term Adm$31K0.2%
Virtus Dun & Phelps Global$21K0.1%
American Funds New World Fund R4$14K<0.1%
Fidelity Management Trust Company Fidelity Managed Income Portfolio II$11K<0.1%
MIP CL 2
FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 024
Common Collective Trust
$11K<0.1%
Fidelity Management Trust Company Freedom Income$10K<0.1%

Related plans