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Original filing (PDF)20251013121155NAL0001280449001
SHURTAPE TECHNOLOGIES LLC
Form 5500
FILING_RECEIVED
THE SHURTAPE TECHNOLOGIES PROFIT SHARING AND RETIREMENT SAVINGS PLAN
401(k) retirement plan
Active participants
1,406
Accounts w/ balance
1,744
Plan assets (EOY)
$140.9M
Net assets (EOY)
$140.9M
How this plan invests
This plan
3 pooled trusts
Schedule D
34 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
91
/ 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
65
Vendor stack
100
Participation health
100
Knocking points off
- 17 bps in Schedule C fees — 68% above peer band of 10 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SHURTAPE TECHNOLOGIES LLC.
Plan sponsor
Name
SHURTAPE TECHNOLOGIES LLC
EIN
56-1941023
Address
1712 8TH ST. DR SE · PO BOX 2228 · HICKORY, NC · 286032228
Phone
(828) 267-8156
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
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)
2E · Profit-sharing
Audit & trust (Schedule H)
Auditor
FORVIS MAZARS, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MERRILL LYNCH, PIERCE, FENNER AND S | 13-5674085 | — | RECORDKEEPER | $154K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CAPTRUST FINANCIAL ADVISORS | 26-0058143 | — | CONSULTANT | $54K | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FORVIS | 56-0747891 | — | ACCOUNTANT | $11K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TROUTMAN SANDERS LLP | 58-0946915 | — | OTHER | $18K | — |
Investments
26 direct securities · 3 pooled funds· $144.7M(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
$115.0M
25 holdings
Common Collective Trust
$24.1M
3 holdings
Mutual Funds
$5.6M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| BLACKROCK LIFEPATH INDX RET K MUTUAL FUNDS | — | — | $14.4M | $15.5M | 11.0% | |
| BlackRock LifePath 2030 | — | — | — | $15.3M | 10.9% | |
| BlackRock LifePath 2035 | — | — | — | $13.8M | 9.8% | |
| Vanguard Institutional Index | — | — | — | $13.2M | 9.4% | |
| HARBOR CAPITAL APPRC CIT CL R HARBOR CAPITAL · EIN 84-4022934 / PN 001 | Common Collective Trust | — | — | $13.1M | 9.3% | |
| BlackRock LifePath 2040 | — | — | — | $10.2M | 7.2% | |
| INVESCO STABLE VALUE TRUST CLASS A1 INVESCO TRUST COMPANY · EIN 84-1142974 / PN 001 | Common Collective Trust | — | — | $9.7M | 6.9% | |
| BlackRock LifePath 2050 | — | — | — | $8.4M | 5.9% | |
| BlackRock LifePath 2045 | — | — | — | $7.9M | 5.6% | |
| American Beacon Large Cap Value Fund R6 | Mutual Funds | — | — | $5.6M | 4.0% | |
| BlackRock LifePath 2055 | — | — | — | $5.5M | 3.9% | |
| AMERICAN EUROPACIFIC GROWTH R6 MUTUAL FUNDS | — | — | $4.5M | $4.8M | 3.4% | |
| LOAN FUND LOANS | — | — | $3.8M | $3.8M | 2.7% | |
| November 2033 | — | — | — | $3.8M | 2.7% | |
| BlackRock LifePath 2060 | — | — | $3.0M | $3.7M | 2.6% | |
| Prudential Total Return Bond Bd R6 | — | — | $1.7M | $1.7M | 1.2% | |
| Prudential Jennison Mid Cap Growth R6 | — | — | — | $1.7M | 1.2% | |
| Victory Sycamore Small Comp R6 | — | — | — | $1.5M | 1.0% | |
| MFS MID CAP VALUE FUND CLASS CT WILMINGTON TRUST · EIN 38-4139822 / PN 616 | Common Collective Trust | — | — | $1.3M | 0.9% | |
| Principal Small Cap Growth R6 | — | — | — | $1.1M | 0.8% | |
| Vanguard Small Cap Index Fund | — | — | — | $777K | 0.6% | |
| Vanguard Total International Stock Index | — | — | — | $744K | 0.5% | |
| Vanguard Mid Cap Index Fund | — | — | — | $663K | 0.5% | |
| BlackRock Inflation Protected Bond Fund K | — | — | $440K | $416K | 0.3% | |
| Vanguard Total Bd Mrk Index Adm | — | — | — | $363K | 0.3% | |
| BlackRock LifePath 2065 | — | — | — | $141K | 0.1% | |
| Money Market BlackRock BLF FedFund | — | — | — | $9K | <0.1% | |
| PENDING SETTLEMENT FUND PENDING SETTLEMENT FUNDS | — | — | $8K | $8K | <0.1% | |
| ACCRUED INCOME ACCRUED INCOME | — | — | $5K | $5K | <0.1% |
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