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Original filing (PDF)20250915103919NAL0000639667001
STORR OFFICE ENVIRONMENTS, INC.
Form 5500
FILING_RECEIVED
STORR OFFICE ENVIRONMENTS, INC 401(K) PROFIT SHARING PLAN
401(k) retirement plan
Active participants
233
Accounts w/ balance
325
Plan assets (EOY)
$16.7M
Net assets (EOY)
$16.7M
How this plan invests
This plan
33 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
- 38 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 STORR OFFICE ENVIRONMENTS, INC..
Plan sponsor
Name
STORR OFFICE ENVIRONMENTS, INC.
EIN
56-1781661
Address
10800 WORLD TRADE BOULEVARD · RALEIGH, NC · 27617
Phone
(919) 313-3720
Industry
Retail Tradesee 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
2025-09-15
Pension benefit codes
2S · Automatic enrollment
2E · Profit-sharing
3D · Pre-approved plan (master / prototype / VS)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2R · Participant-directed brokerage (SDBA)
2F · ERISA section 404(c)
2T · Default investment account (QDIA)
3F · Sponsor used leased employees
2A · Age/service weighted or new comparability
Audit & trust (Schedule H)
Auditor
THOMAS, JUDY & TUCKER PA
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| THE VANGUARD GROUP, INC | 23-1945930 | — | RECORDKEEPER | $27K | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| QRPS, INC | — | RALEIGH, NC | TPA | $11K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIRST CITIZENS BANK & TRUST | — | RALEIGH, NC | NONE | $25K | — |
Investments
33 direct securities· $16.7M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Target Retirement 2040 Fund | — | — | — | $2.4M | 14.2% | |
| Vanguard Target Retirement 2030 Fund | — | — | — | $2.0M | 11.8% | |
| Vanguard Target Retirement 2035 Fund | — | — | — | $1.9M | 11.4% | |
| Vanguard Target Retirement 2045 Fund | — | — | — | $1.8M | 10.6% | |
| Vanguard Target Retirement 2055 Fund | — | — | — | $1.4M | 8.4% | |
| Vanguard Target Retirement 2050 Fund | — | — | — | $1.3M | 7.9% | |
| Vanguard Target Retirement 2060 Fund | — | — | — | $931K | 5.6% | |
| Vanguard 500 Index Adm | — | — | — | $882K | 5.3% | |
| Vanguard Target Retirement 2025 Fund | — | — | — | $798K | 4.8% | |
| Vanguard Treasury Money Market | — | — | — | $696K | 4.2% | |
| T. Rowe Price U.S. Equity Research I | — | — | — | $387K | 2.3% | |
| Vanguard Mid-Cap Value Index Adm | — | — | — | $286K | 1.7% | |
| Janus Henderson Triton N | — | — | — | $277K | 1.7% | |
| ClearBridge Large Cap Growth IS | — | — | — | $239K | 1.4% | |
| Vanguard Strategic Small-Cap Equity Inv | — | — | — | $208K | 1.2% | |
| Participant Loans ** Interest Rates (5.25% - 10.50%) | — | — | — | $177K | 1.1% | |
| Baird Aggregate Bond Inst | — | — | — | $173K | 1.0% | |
| Vanguard Target Retirement 2065 Fund | — | — | — | $147K | 0.9% | |
| T. Rowe Price Value I | — | — | — | $123K | 0.7% | |
| Vanguard Target Retirement 2020 Fund | — | — | — | $105K | 0.6% | |
| Vanguard Mid Cap Index Adm | — | — | — | $105K | 0.6% | |
| American Funds EuroPacific Gr R6 | — | — | — | $92K | 0.5% | |
| Undiscovered Managers Behavioral Val R6 | — | — | — | $78K | 0.5% | |
| BlackRock High Yield Bond K | — | — | — | $72K | 0.4% | |
| Vanguard Developed Mkts Index Adm | — | — | — | $51K | 0.3% | |
| Vanguard Emerging Mkts Stock Idx Adm | — | — | — | $43K | 0.3% | |
| Principal Real Estate Securities R6 | — | — | — | $29K | 0.2% | |
| Goldman Sachs Intl Sm Cap Insights R6 | — | — | — | $20K | 0.1% | |
| Pioneer Strategic Income K | — | — | — | $18K | 0.1% | |
| Frost Low Duration Bond Instl | — | — | — | $11K | <0.1% | |
| Vanguard Inflation-Protected Sec Adm | — | — | — | $8K | <0.1% | |
| Vanguard Target Retirement Income Fund | — | — | — | $2K | <0.1% | |
| Vanguard Target Retirement 2070 Fund | — | — | — | $1K | <0.1% |