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Original filing (PDF)20250903064824NAL0025609008001
SABEL SYSTEMS TECHNOLOGY SOLUTIONS LLC
Form 5500
FILING_RECEIVED
SABEL SYSTEMS TECHNOLOGY SOLUTIONS LLC 401(K) PLAN
401(k) retirement plan
Active participants
252
Accounts w/ balance
216
Plan assets (EOY)
$16.7M
Net assets (EOY)
$16.7M
How this plan invests
This plan
2 pooled trusts
Schedule D
40 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 SABEL SYSTEMS TECHNOLOGY SOLUTIONS LLC.
Plan sponsor
Name
SABEL SYSTEMS TECHNOLOGY SOLUTIONS LLC
EIN
54-2047197
Address
2290 LAKEVIEW DR., SUITE D · BEAVERCREEK, OH · 45431
Phone
(202) 618-6486
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
2025-09-03
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)
3B · Covers self-employed individuals
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
BETHKE CPA, LLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| JOHN HANCOCK RETIREMENT PLAN SERVIC | 01-0233346 | — | RECORDKEEPER | $17K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SEIA, LLC | 95-4806910 | — | INVESTMENT ADVISORY-PLAN | $20K | — |
Investments
38 direct securities · 2 pooled funds· $16.7M(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
$16.1M
38 holdings
Common Collective Trust
$534K
2 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| JHancock 2040 Lifetime Blend Portfolio R6 | — | — | — | $1.9M | 11.5% | |
| JHancock 2035 Lifetime Blend Portfolio R6 | — | — | — | $1.8M | 11.0% | |
| Fidelity 500 Index Fund | — | — | — | $1.5M | 8.9% | |
| Fidelity Advisor Growth Opportunities Z | — | — | — | $1.3M | 7.8% | |
| Vanguard Total Stock Market Index Admiral | — | — | — | $1.3M | 7.5% | |
| Fidelity US Bond Index Fund | — | — | — | $1.1M | 6.9% | |
| JHancock 2055 Lifetime Blend Portfolio R6 | — | — | — | $1.1M | 6.4% | |
| JHancock 2045 Lifetime Blend Portfolio R6 | — | — | — | $941K | 5.6% | |
| JHancock 2050 Lifetime Blend Portfolio R6 | — | — | — | $801K | 4.8% | |
| Macquarie Science and Technology R6 | — | — | — | $688K | 4.1% | |
| JHancock 2030 Lifetime Blend Portfolio R6 | — | — | — | $532K | 3.2% | |
| JHancock 2060 Lifetime Blend Portfolio R6 | — | — | — | $481K | 2.9% | |
| BlackRock High Yield Portfolio K | — | — | — | $444K | 2.7% | |
| JHancock 2025 Lifetime Blend Portfolio R6 | — | — | — | $354K | 2.1% | |
| SSGA INTERNATIONAL INDEX NON-LENDIN JOHN HANCOCK TRUST COMPANY · EIN 04-3574570 / PN 000 | Common Collective Trust | — | — | $283K | 1.7% | |
| Participant Loans | — | — | — | $271K | 1.6% | |
| JOHN HANCOCK STABLE VALUE FUND GLOBAL TRUST COMPANY · EIN 80-6136981 / PN 001 | Common Collective Trust | — | — | $251K | 1.5% | |
| BlackRock Mid-Cap Growth Equity K | — | — | — | $217K | 1.3% | |
| Fidelity Small Cap Index Fund | — | — | — | $186K | 1.1% | |
| BlackRock Health & Science Opportunities K | — | — | — | $180K | 1.1% | |
| American New World Fund R6 | — | — | — | $155K | 0.9% | |
| JHancock 2010 Lifetime Blend Portfolio R6 | — | — | — | $140K | 0.8% | |
| Fidelity Mid Cap Index Fund | — | — | — | $127K | 0.8% | |
| BlackRock Equity Dividend K | — | — | — | $112K | 0.7% | |
| JHancock 2020 Lifetime Blend Portfolio R6 | — | — | — | $102K | 0.6% | |
| Neuberger Berman Real Estate R6 | — | — | — | $52K | 0.3% | |
| Hartford Core Equity R6 | — | — | — | $46K | 0.3% | |
| JHancock 2065 Lifetime Blend Portfolio R6 | — | — | — | $41K | 0.2% | |
| JP Morgan Core Plus Bond R6 | — | — | — | $37K | 0.2% | |
| Pioneer International Equity Y | — | — | — | $34K | 0.2% | |
| Franklin Small Cap Value R6 | — | — | — | $33K | 0.2% | |
| American Balanced Fund R6 | — | — | — | $32K | 0.2% | |
| Transamerica International Stock R6 | — | — | — | $29K | 0.2% | |
| ClearBridge Small Cap Growth IS | — | — | — | $23K | 0.1% | |
| Legg Mason BW Global Opportunities Bond IS | — | — | — | $17K | 0.1% | |
| Pioneer Strategic Income K | — | — | — | $16K | <0.1% | |
| DFA Inflation-Protected Securities Portfolio I | — | — | — | $14K | <0.1% | |
| Allspring Special Mid Cap Value R6 | — | — | — | $11K | <0.1% | |
| JHancock 2015 Lifetime Blend Portfolio R6 | — | — | — | $377 | <0.1% | |
| JPMorgan US Government Money Market Capital | — | — | — | $4 | <0.1% |