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Original filing (PDF)20260115125005NAL0017029537001
STRACK, INCORPORATED
Form 5500
FILING_RECEIVED
STRACK, INC. 401(K) PROFIT SHARING PLAN
401(k) retirement plan
Active participants
284
Accounts w/ balance
248
Plan assets (EOY)
$14.7M
Net assets (EOY)
$14.7M
How this plan invests
This plan
1 pooled trust
Schedule D
30 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 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
100
Vendor stack
100
Participation health
100
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for STRACK, INCORPORATED.
Plan sponsor
Name
STRACK, INCORPORATED
EIN
58-1344890
Address
125 LASER INDUSTRIAL COURT · FAIRBURN, GA · 30213
Phone
(770) 969-1591
Industry
Constructionsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-04-01
Tax period
2025-03-31
Filed
2026-01-15
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
BLACK & PINCKARD
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TRANSAMERICA RETIREMENT SOLUTIONS, | 13-3689044 | — | RECORDKEEPER | $0 | — |
| FUTUREPLAN BY ASCENSUS | 82-3719843 | — | RECORDKEEPER | $0 | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| QM ADVISORS LLC | 83-0830024 | — | INVESTMENT ADVISORY-PLAN | $34K | — |
Investments
29 direct securities · 1 pooled fund· $14.7M(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
Uncategorized
$14.5M
29 holdings
Common Collective Trust
$169K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| State Street Target Retirement 2040 Fund Mutual fund | — | — | — | $2.2M | 15.0% | |
| Vanguard 500 Index Fund Mutual fund | — | — | — | $1.6M | 10.7% | |
| PGIM Total Return Bond Fund Mutual fund | — | — | — | $1.3M | 9.1% | |
| State Street Target Retirement 2045 Fund Mutual fund | — | — | — | $1.3M | 8.8% | |
| State Street Target Retirement 2050 Fund Mutual fund | — | — | — | $1.1M | 7.5% | |
| State Street Target Retirement 2030 Fund Mutual fund | — | — | — | $1.0M | 7.1% | |
| State Street Target Retirement 2035 Fund Mutual fund | — | — | — | $813K | 5.5% | |
| MFS International Diversification Fund Mutual fund | — | — | — | $760K | 5.2% | |
| Vanguard Small Cap Index Fund Mutual fund | — | — | — | $607K | 4.1% | |
| State Street Target Retirement 2060 Fund Mutual fund | — | — | — | $548K | 3.7% | |
| State Street Target Retirement Income Fund Mutual fund | — | — | — | $429K | 2.9% | |
| State Street Target Retirement 2055 Fund Mutual fund | — | — | — | $397K | 2.7% | |
| Participant loans Interest rates range from 4.25% to 9.50% | — | — | — | $385K | 2.6% | |
| Vanguard Mid Cap Index Fund Mutual fund | — | — | — | $375K | 2.6% | |
| MFS Value Fund Mutual fund | — | — | — | $291K | 2.0% | |
| Victory Pioneer Fundamental Growth Fund Mutual fund | — | — | — | $286K | 2.0% | |
| State Street Target Retirement 2025 Fund Mutual fund | — | — | — | $257K | 1.7% | |
| TRANSAMERICA CORE STABLE VALUE FUND TRANSAMERICA FINANCIAL LIFE INS · EIN 13-3689044 / PN 000 | Common Collective Trust | — | — | $169K | 1.2% | |
| Pioneer Select Mid Cap Growth Fund Mutual fund | — | — | — | $162K | 1.1% | |
| Principal Real Estate Securities Fund Mutual fund | — | — | — | $89K | 0.6% | |
| American Funds New Perspective Fund Mutual fund | — | — | — | $78K | 0.5% | |
| Franklin Small Cap Value Fund Mutual fund | — | — | — | $76K | 0.5% | |
| Loomis Sayles Global Allocation Fund Mutual fund | — | — | — | $73K | 0.5% | |
| State Street Target Retirement 2065 Fund Mutual fund | — | — | — | $69K | 0.5% | |
| MFS International New Discovery Fund Mutual fund | — | — | — | $66K | 0.4% | |
| Fidelity Capital and Income Fund Mutual fund | — | — | — | $58K | 0.4% | |
| American Funds New World Fund Mutual fund | — | — | — | $55K | 0.4% | |
| PGIM Global Total Return Fund Mutual fund | — | — | — | $36K | 0.2% | |
| Vanguard Selected Value Fund Mutual fund | — | — | — | $32K | 0.2% | |
| Janis Henderson Triton Fund Mutual fund | — | — | — | $13K | <0.1% |
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