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Original filing (PDF)20251013154234NAL0003417122001
STATIC CONTROL COMPONENTS, INC.
Form 5500
FILING_RECEIVED
STATIC CONTROL COMPONENTS, INC. 401(K) SALARY REDUCTION PLAN
401(k) retirement plan
Active participants
114
Accounts w/ balance
208
Plan assets (EOY)
$16.7M
Net assets (EOY)
$16.7M
How this plan invests
This plan
1 pooled trust
Schedule D
24 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
95
/ 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
80
Vendor stack
100
Participation health
100
Knocking points off
- 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 STATIC CONTROL COMPONENTS, INC..
Plan sponsor
Name
STATIC CONTROL COMPONENTS, INC.
EIN
56-1576062
Address
3010 LEE AVE · SANFORD, NC · 27332
Phone
(919) 774-3808
Industry
Manufacturingsee 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
2025-10-13
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
DMJPS PLLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| JPMORGAN INVEST HOLDINGS LLC | 13-2624428 | — | RECORDKEEPER | $16K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CAPFINANCIAL PARTNERS LLC DBA | 13-2624428 | — | INVESTMENT ADVISOR | $39K | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BDO USA, LLP | 13-2624428 | — | AUDITOR | $4K | — |
Investments
23 direct securities · 1 pooled fund· $16.5M(99% 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
23 holdings
Common Collective Trust
$419K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard 500 Index Fund - Admiral | — | — | — | $2.6M | 15.4% | |
| American Funds 2035 Target Date Fund R6 | — | — | — | $1.5M | 9.2% | |
| American Funds 2040 Target Date Fund R6 | — | — | — | $1.5M | 8.9% | |
| Vanguard Mid Cap Index - Admiral | — | — | — | $1.3M | 7.9% | |
| American Funds 2025 Target Date Fund R6 | — | — | — | $1.2M | 7.4% | |
| American Funds 2030 Target Date Fund R6 | — | — | — | $1.1M | 6.4% | |
| JP Morgan Equity Income R6 | — | — | — | $1.0M | 6.3% | |
| JP Morgan Mid Cap Value R6 | — | — | — | $964K | 5.8% | |
| Fidelity Contrafund | — | — | — | $946K | 5.7% | |
| American Funds Europacific GR R6 | — | — | — | $561K | 3.4% | |
| Janus Henderson Enterprise N Fund | — | — | — | $513K | 3.1% | |
| Janus Henderson Triton N Fund | — | — | — | $454K | 2.7% | |
| JPMCB STABLE ASSET INCOME CF JP MORGAN · EIN 20-1978950 / PN 001 | Common Collective Trust | — | — | $419K | 2.5% | |
| JP Morgan Core Plus Bond R6 | — | — | — | $411K | 2.5% | |
| Party-in- Borrower, Lessor, or Maturity Date, Rate of Interest, Current Interest Similar Party Collateral, Par, or Maturity Value American Funds 2015 Target Date Fund R6 | — | — | — | $372K | 2.2% | |
| American Funds 2050 Target Date Fund R6 | — | — | — | $368K | 2.2% | |
| American Funds 2045 Target Date Fund R6 | — | — | — | $355K | 2.1% | |
| American Funds 2055 Target Date Fund R6 | — | — | — | $318K | 1.9% | |
| Vanguard Total International Stock Index Admiral Fund | — | — | — | $127K | 0.8% | |
| American Funds 2060 Target Date Fund R6 | — | — | — | $92K | 0.6% | |
| Vanguard Small Cap Index Fund - Admiral | — | — | — | $88K | 0.5% | |
| Vanguard Total Bond Market Index Admirnal Fund | — | — | — | $84K | 0.5% | |
| American Funds 2020 Target Date Fund R6 | — | — | — | $80K | 0.5% | |
| Principal SmallCap Value II R6 | — | — | — | $75K | 0.4% |
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