Original filing (PDF)20251012135751NAL0000499681001

ST ENGINEERING LEEBOY, INC.

Name: ST ENGINEERING LEEBOY, INC. — ST ENGINEERING LEEBOY 401(K) RETIREMENT SAVINGS PLAN, Form 5500 (2024)
Creator: ST ENGINEERING LEEBOY, INC.

Form 5500

FILING_RECEIVED

ST ENGINEERING LEEBOY 401(K) RETIREMENT SAVINGS PLAN

401(k) retirement plan

Active participants

461

Accounts w/ balance

519

Plan assets (EOY)

$26.8M

Net assets (EOY)

$26.8M

How this plan invests

This plan

20 pooled trusts

Schedule D

22 securities

funds · stocks · CUSIPs

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

Plan health score (directional)

/ 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

Vendor stack

100

Participation health

100

Knocking points off

50 bps in Schedule C fees — 73% above peer band of 29 bps.

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ST ENGINEERING LEEBOY, INC..

Plan sponsor

Name

ST ENGINEERING LEEBOY, INC.

EIN

56-1217123

Address

500 LINCOLN COUNTY PARKWAY EXTENSIO · LINCOLNTON, NC · 28092

Phone

(704) 966-3300

Industry

Manufacturingsee all

Plan administrator

Name

MERCER INVESTMENTS, LLC

EIN

30-0282430

City

BOSTON, MA

Phone

(617) 747-9500

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-12

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2S · Automatic enrollment

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

3H · Sponsor in controlled / affiliated group

Audit & trust (Schedule H)

Auditor

CLIFTONLARSONALLEN LLP

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

3 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
EMPOWER ANNUITY INSURANCE COMPANY O	—	GREENWOOD VILLAGE, CO	RECORDKEEPER	$38K	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
MERCER INVESTMENTS, LLC	30-0282430	—	INVESTMENT ADVISOR	$94K	—

Other

Name	EIN	Location	Relation	Direct comp	Indirect comp
EMPOWER ADVISORY GROUP, LLC	—	GREENWOOD VILLAGE, CO	INVESTMENT MGMT	$2K	—

Investments

2 direct securities · 20 pooled funds· $26.8M(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

$26.0M

20 holdings

Uncategorized

$802K

2 holdings

Investment	Type	Shares / units	Cost	Current value	% of plan
STATE ST TARGET RET 2035 SL CL IV STATE STREET GLOBAL ADVISORS COLLECTIVE TRUSTS · EIN 32-6528132 / PN 024	Common Collective Trust	—	—	$3.6M	13.3%
STATE ST TARGET RET 2030 SL CL IV STATE STREET GLOBAL ADVISORS COLLECTIVE TRUSTS · EIN 32-6528132 / PN 023	Common Collective Trust	—	—	$3.4M	12.6%
STATE ST TARGET RET 2045 SL CL IV STATE STREET GLOBAL ADVISORS COLLECTIVE TRUSTS · EIN 32-6528132 / PN 026	Common Collective Trust	—	—	$2.7M	10.1%
STATE ST TARGET RET 2025 SL CL IV STATE STREET GLOBAL ADVISORS COLLECTIVE TRUSTS · EIN 32-6528132 / PN 022	Common Collective Trust	—	—	$2.7M	10.0%
STATE ST TARGET RET 2050 SL CL IV STATE STREET GLOBAL ADVISORS COLLECTIVE TRUSTS · EIN 32-6528132 / PN 027	Common Collective Trust	—	—	$2.2M	8.2%
STATE ST TARGET RET 2040 SL CL IV STATE STREET GLOBAL ADVISORS COLLECTIVE TRUSTS · EIN 32-6528132 / PN 025	Common Collective Trust	—	—	$2.1M	7.7%
INVESCO STABLE VALUE TRUST CL B1 INVESCO FUNDS · EIN 84-1142974 / PN 001	Common Collective Trust	—	—	$1.9M	7.1%
STATE ST TARGET RET 2020 SL CL IV STATE STREET GLOBAL ADVISORS COLLECTIVE TRUSTS · EIN 32-6528132 / PN 021	Common Collective Trust	—	—	$1.8M	6.6%
S&P 500 INDEX FUND MERCER UNITIZED FUNDS · EIN 04-0025081 / PN 065	Common Collective Trust	—	—	$1.5M	5.7%
STATE ST TARGET RET 2055 SL CL IV STATE STREET GLOBAL ADVISORS COLLECTIVE TRUSTS · EIN 32-6528132 / PN 028	Common Collective Trust	—	—	$886K	3.3%
Participants Participant Loans Rates from 4.16% to 9.50% -	—	—	—	$780K	2.9%
STATE ST TARGET RET 2060 SL CL IV STATE STREET GLOBAL ADVISORS COLLECTIVE TRUSTS · EIN 32-6528132 / PN 029	Common Collective Trust	—	—	$721K	2.7%
STATE ST TARGET RET 2065 SL CL IV STATE STREET GLOBAL ADVISORS COLLECTIVE TRUSTS · EIN 32-6528132 / PN 045	Common Collective Trust	—	—	$620K	2.3%
MERCER SMALL MID/CAP STOCK FUND MERCER FUNDS · EIN 81-3183567 / PN 011	Common Collective Trust	—	—	$535K	2.0%
US BOND INDEX FUND MERCER UNITIZED FUNDS · EIN 04-0025081 / PN 071	Common Collective Trust	—	—	$509K	1.9%
MERCER DIVERSIFIED BOND MERCER FUNDS · EIN 81-3188218 / PN 009	Common Collective Trust	—	—	$486K	1.8%
INTERNATIONAL STOCK INDEX FUND MERCER UNITIZED FUNDS · EIN 90-0337987 / PN 282	Common Collective Trust	—	—	$147K	0.5%
MERCER INTERNATIONAL STOCK MERCER FUNDS · EIN 81-3158100 / PN 010	Common Collective Trust	—	—	$114K	0.4%
US SMALL/MID CAP STOCK INDEX FUND MERCER UNITIZED FUNDS · EIN 04-0025081 / PN 091	Common Collective Trust	—	—	$94K	0.4%
BLACKROCK STRATEGIC COMPLETION NL M BLACKROCK UNITIZED CIT · EIN 46-3525011 / PN 001	Common Collective Trust	—	—	$65K	0.2%
STATE ST TARGET RET INCOME SL CL IV STATE STREET GLOBAL ADVISORS COLLECTIVE TRUSTS · EIN 32-6528132 / PN 030	Common Collective Trust	—	—	$38K	0.1%
BlackRock Multi-Asset Income Portfolio	—	—	—	$23K	<0.1%