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Original filing (PDF)20251014164432NAL0001663059001
SUHNER MANUFACTURING, INC.
Form 5500
FILING_RECEIVED
SUHNER USA 401(K) PLAN
401(k) retirement plan
Active participants
98
Accounts w/ balance
218
Plan assets (EOY)
$7.2M
Net assets (EOY)
$7.2M
How this plan invests
This plan
26 pooled trusts
Schedule D
27 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
- 66 bps in Schedule C fees — modestly above peer band of 52 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SUHNER MANUFACTURING, INC..
Plan sponsor
Name
SUHNER MANUFACTURING, INC.
EIN
58-1274165
Address
43 ANDERSON ROAD · ROME, GA · 301621234
Phone
(706) 235-8046
Industry
Manufacturingsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-14
Pension benefit codes
2E · Profit-sharing
2G · Total participant-directed accounts
2J · 401(k) feature
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
NICHOLS, CAULEY & ASSOCIATES, LLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
5 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | 84-0467907 | — | RECORDKEEPER | $31K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| JANNEY MONTGOMERY SCOTT, LLC | — | PHILADELPHIA, PA | BROKER/ADVISOR | $0 | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MARTIN MARTIN RANDALL & ASSO. INC. | 64-0765749 | — | CONTRACT ADMIN | $0 | — |
Other
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $13K | — |
| MESIROW FINANCIAL INVESTMENT MGMT | — | CHICAGO, IL | OTHER | $3K | — |
Investments
1 direct security · 26 pooled funds· $6.7M(93% 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
$6.7M
26 holdings
Uncategorized
$87K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| EI FIXED ACCT.-SERIES CLASS I EMPOWER ANNUITY INSURANCE CO. OF AMERICA · EIN 84-0467907 / PN 000 | Common Collective Trust | — | — | $1.3M | 18.2% | |
| STATE STREET AGGREGATE BOND INDEX EMPOWER ANNUITY INSURANCE CO. OF AMERICA · EIN 84-0467907 / PN 000 | Common Collective Trust | — | — | $796K | 11.0% | |
| STATE STREET EQUITY 500 INDEX EMPOWER ANNUITY INSURANCE CO. OF AMERICA · EIN 84-0467907 / PN 000 | Common Collective Trust | — | — | $676K | 9.3% | |
| AMERICAN CENTURY RD HYBRID 2045 CL1 BENEFIT PLANS ADMIN SERVICES COLLECTIVE TRUSTS · EIN 83-6699605 / PN 085 | Common Collective Trust | — | — | $378K | 5.2% | |
| AMERICAN CENTURY RD HYBRID 2030 CL1 BENEFIT PLANS ADMIN SERVICES COLLECTIVE TRUSTS · EIN 83-6699605 / PN 082 | Common Collective Trust | — | — | $370K | 5.1% | |
| FIDELITY MID CAP INDEX EMPOWER ANNUITY INSURANCE CO. OF AMERICA · EIN 84-0467907 / PN 000 | Common Collective Trust | — | — | $336K | 4.6% | |
| FIDELITY INTERNATIONAL INDEX EMPOWER ANNUITY INSURANCE CO. OF AMERICA · EIN 84-0467907 / PN 000 | Common Collective Trust | — | — | $326K | 4.5% | |
| AMERICAN CENTURY RD HYBRID IN RECL1 BENEFIT PLANS ADMIN SERVICES COLLECTIVE TRUSTS · EIN 83-6699605 / PN 079 | Common Collective Trust | — | — | $264K | 3.7% | |
| AMERICAN FUNDS INFLATION LINKED BD EMPOWER ANNUITY INSURANCE CO. OF AMERICA · EIN 84-0467907 / PN 000 | Common Collective Trust | — | — | $254K | 3.5% | |
| AMERICAN CENTURY RD HYBRID 2055 CL1 BENEFIT PLANS ADMIN SERVICES COLLECTIVE TRUSTS · EIN 83-6699605 / PN 087 | Common Collective Trust | — | — | $242K | 3.4% | |
| AMERICAN CENTURY RD HYBRID 2050 CL1 BENEFIT PLANS ADMIN SERVICES COLLECTIVE TRUSTS · EIN 83-6699605 / PN 086 | Common Collective Trust | — | — | $236K | 3.3% | |
| FIDELITY SMALL CAP INDEX EMPOWER ANNUITY INSURANCE CO. OF AMERICA · EIN 84-0467907 / PN 000 | Common Collective Trust | — | — | $199K | 2.8% | |
| PGIM TOTAL RETURN BOND EMPOWER ANNUITY INSURANCE CO. OF AMERICA · EIN 84-0467907 / PN 000 | Common Collective Trust | — | — | $192K | 2.7% | |
| PUTNAM LARGE CAP GROWTH EMPOWER ANNUITY INSURANCE CO. OF AMERICA · EIN 84-0467907 / PN 000 | Common Collective Trust | — | — | $177K | 2.5% | |
| AMERICAN FUNDS WASHINGTON MUTUAL EMPOWER ANNUITY INSURANCE CO. OF AMERICA · EIN 84-0467907 / PN 000 | Common Collective Trust | — | — | $159K | 2.2% | |
| MFS INTL DIVERSIFICATON EMPOWER ANNUITY INSURANCE CO. OF AMERICA · EIN 84-0467907 / PN 000 | Common Collective Trust | — | — | $123K | 1.7% | |
| AMERICAN CENTURY EMERGING MRKT EMPOWER ANNUITY INSURANCE CO. OF AMERICA · EIN 84-0467907 / PN 000 | Common Collective Trust | — | — | $103K | 1.4% | |
| PGIM HIGH-YIELD EMPOWER ANNUITY INSURANCE CO. OF AMERICA · EIN 84-0467907 / PN 000 | Common Collective Trust | — | — | $89K | 1.2% | |
| Cash Interest Bearing Cash | — | — | — | $87K | 1.2% | |
| AMERICAN CENTURY RD HYBRID 2065 CL1 BENEFIT PLANS ADMIN SERVICES COLLECTIVE TRUSTS · EIN 83-6699605 / PN 089 | Common Collective Trust | — | — | $85K | 1.2% | |
| MFS VALUE EMPOWER ANNUITY INSURANCE CO. OF AMERICA · EIN 84-0467907 / PN 000 | Common Collective Trust | — | — | $81K | 1.1% | |
| AMERICAN FUNDS BALANCED EMPOWER ANNUITY INSURANCE CO. OF AMERICA · EIN 84-0467907 / PN 000 | Common Collective Trust | — | — | $75K | 1.0% | |
| AMERICAN CENTURY REAL ESTATE EMPOWER ANNUITY INSURANCE CO. OF AMERICA · EIN 84-0467907 / PN 000 | Common Collective Trust | — | — | $67K | 0.9% | |
| AMERICAN CENTURY RD HYBRID 2040 CL1 BENEFIT PLANS ADMIN SERVICES COLLECTIVE TRUSTS · EIN 83-6699605 / PN 084 | Common Collective Trust | — | — | $59K | 0.8% | |
| AMERICAN CENTURY RD HYBRID 2060 CL1 BENEFIT PLANS ADMIN SERVICES COLLECTIVE TRUSTS · EIN 83-6699605 / PN 088 | Common Collective Trust | — | — | $49K | 0.7% | |
| T.ROWE PRICE SMALL-CAP VALUE EMPOWER ANNUITY INSURANCE CO. OF AMERICA · EIN 84-0467907 / PN 000 | Common Collective Trust | — | — | $3K | <0.1% | |
| AMERICAN CENTURY RD HYBRID 2025 CL1 BENEFIT PLANS ADMIN SERVICES COLLECTIVE TRUSTS · EIN 83-6699605 / PN 081 | Common Collective Trust | — | — | $2K | <0.1% |