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Original filing (PDF)20251008114824NAL0005501153001
SURFACE TECHNOLOGIES CORPORATION
Form 5500
FILING_RECEIVED
SURFACE TECHNOLOGIES CORPORATION 401K PROFIT SHARING PLAN
401(k) retirement plan
Active participants
214
Accounts w/ balance
146
Plan assets (EOY)
$6.6M
Net assets (EOY)
$6.6M
How this plan invests
This plan
26 pooled trusts
Schedule D
28 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
97
/ 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
80
Knocking points off
- 68% balance-to-active ratio — below typical for a healthy 401(k).
Helping the score
- Below-peer total fees (23 bps vs 52 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SURFACE TECHNOLOGIES CORPORATION.
Plan sponsor
Name
SURFACE TECHNOLOGIES CORPORATION
EIN
59-2512134
Address
2440 MAYPORT ROAD · SUITE 7 · ATLANTIC BEACH, FL · 32233
Phone
(904) 241-1501
Industry
Constructionsee 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
2025-10-08
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2F · ERISA section 404(c)
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
SEAY & WEISSINGER, LLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | — | GREENWOOD VILLAGE, CA | RECORDKEEPER | $4K | — |
TPA / Administrator
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ASCENSUS HOLDINGS INC DBA FUTUREPLA | — | SAN DIEGO, CA | CONTRACT ADMIN | $7K | — |
| ASCENSUS INC | — | FORT WAYNE, IN | CONTRACT ADMIN | $4K | — |
Investments
3 direct securities · 26 pooled funds· $6.8M(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.
Pooled Separate Account
$5.3M
26 holdings
Uncategorized
$1.5M
3 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Mass Mutual Guaranteed Interest Account Stable value | — | — | — | $1.0M | 15.7% | |
| MM S&P 500 INDEX ADM MASSMUTUAL · EIN 04-1590850 / PN 000 | Pooled Separate Account | — | — | $912K | 13.7% | |
| MFS LIFETIME 2035 R3 MFS · EIN 90-0779283 / PN 000 | Pooled Separate Account | — | — | $907K | 13.6% | |
| MFS LIFETIME 2040 RS MFS · EIN 90-0779283 / PN 000 | Pooled Separate Account | — | — | $552K | 8.3% | |
| MFS LIFETIME 2030 R3 MFS · EIN 90-0779283 / PN 000 | Pooled Separate Account | — | — | $478K | 7.2% | |
| VIRTUS ALLIANZGI INCOME & GROWTH A VIRTUS · EIN 90-0779283 / PN 000 | Pooled Separate Account | — | — | $464K | 7.0% | |
| MFS LIFETIME 2045 R3 MFS · EIN 90-0779283 / PN 000 | Pooled Separate Account | — | — | $377K | 5.7% | |
| MASSMUTUAL GLOBAL ADM MASSMUTUAL · EIN 04-1590850 / PN 000 | Pooled Separate Account | — | — | $331K | 5.0% | |
| Participant Loans Interest rates from 4.25% to 9.50% | — | — | — | $294K | 4.4% | |
| MFS LIFETIME 2055 R3 MFS · EIN 90-0779283 / PN 000 | Pooled Separate Account | — | — | $241K | 3.6% | |
| MFS LIFETIME 2025 R3 MFS · EIN 90-0779283 / PN 000 | Pooled Separate Account | — | — | $171K | 2.6% | |
| FRANKLIN MUTUAL GLOBAL DISCOVERY A FRANKLIN TEMPLETON INVESTMENTS · EIN 90-0342299 / PN 000 | Pooled Separate Account | — | — | $151K | 2.3% | |
| Mass Mutual Inflation Protected and Income Svc Fund Pooled Separate Account | — | — | — | $150K | 2.3% | |
| MASSMUTUAL INFL-PROT AND INC SVC MASSMUTUAL · EIN 04-1590850 / PN 000 | Pooled Separate Account | — | — | $150K | 2.3% | |
| MASSMUTUAL BLUE CHIP GROWTH SVC MFS · EIN 04-1590850 / PN 000 | Pooled Separate Account | — | — | $93K | 1.4% | |
| MFS LIFETIME 2050 R3 MFS · EIN 90-0779283 / PN 000 | Pooled Separate Account | — | — | $83K | 1.3% | |
| AMERICAN FUNDS FUNDAMENTAL INVS R4 AMERICAN FUNDS · EIN 90-0342299 / PN 000 | Pooled Separate Account | — | — | $57K | 0.9% | |
| MASSMUTUAL MID CAP GROWTH SVC MASSMUTUAL · EIN 04-1590850 / PN 000 | Pooled Separate Account | — | — | $51K | 0.8% | |
| MFS LIFETIME INCOME R3 MFS · EIN 90-0779283 / PN 000 | Pooled Separate Account | — | — | $47K | 0.7% | |
| MFS GOVERNMENT SECURITIES R3 MFS · EIN 90-0342299 / PN 000 | Pooled Separate Account | — | — | $47K | 0.7% | |
| WELLS FARGO SPECIAL MID CAP VALUE A ALLSPRING GLOBAL INVESTMENTS · EIN 90-0779283 / PN 000 | Pooled Separate Account | — | — | $45K | 0.7% | |
| VIRTUS CEREDEX LARGE-CAP VALUE EQUI VIRTUS · EIN 90-0779283 / PN 000 | Pooled Separate Account | — | — | $37K | 0.6% | |
| AMERICAN FUNDS EUROPACIFIC GROWTH R AMERICAN FUNDS · EIN 04-1590850 / PN 000 | Pooled Separate Account | — | — | $22K | 0.3% | |
| INVESCO DISCOVERY MID CAP GROWTH A INVESCO · EIN 90-0779283 / PN 000 | Pooled Separate Account | — | — | $17K | 0.3% | |
| NYLI PINESTONE INTERNATIONAL EQUITY NEW YORK LIFE INVESTMENT MANAGEMENT LLC · EIN 04-1590850 / PN 000 | Pooled Separate Account | — | — | $17K | 0.2% | |
| MASSMUTUAL SMALL CAP OPPS ADM MASSMUTUAL · EIN 04-1590850 / PN 000 | Pooled Separate Account | — | — | $11K | 0.2% | |
| MASSMUTUAL SMALL CAP GR EQ ADM MASSMUTUAL · EIN 04-1590850 / PN 000 | Pooled Separate Account | — | — | $8K | 0.1% | |
| FRANKLIN SMALL CAP VALUE ADV FRANKLIN TEMPLETON INVESTMENTS · EIN 90-0779283 / PN 000 | Pooled Separate Account | — | — | $2K | <0.1% | |
| FRANKLIN UTILITIES A1 FRANKLIN TEMPLETON INVESTMENTS · EIN 90-0779283 / PN 000 | Pooled Separate Account | — | — | $1K | <0.1% |
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