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Original filing (PDF)20251014114345NAL0002668961001
SHORT BLOCK TECHNOLOGIES,INC.
Form 5500
FILING_RECEIVED
SHORT BLOCK TECHNOLOGIES INC. 401(K) PROFIT SHARING PLAN & TRUST
401(k) retirement plan
Active participants
188
Accounts w/ balance
177
Plan assets (EOY)
$13.4M
Net assets (EOY)
$13.4M
How this plan invests
This plan
1 pooled trust
Schedule D
27 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 SHORT BLOCK TECHNOLOGIES,INC..
Plan sponsor
Name
SHORT BLOCK TECHNOLOGIES,INC.
EIN
59-3479331
Address
1401 N MYRTLE AVE · CLEARWATER, FL · 337550000
Phone
(727) 443-0373
Industry
All Other Professional Services· Professional & Technical Servicessee 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
2025-10-14
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)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
CARR, RIGGS & INGRAM, LLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUTIY INS CO OF AMERICA | 84-0467907 | — | RECORDKEEPER | $3K | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FLORIDA RETIREMENT CONSULTANTS | 87-1603224 | LAND O LAKES, FL | TPA | $8K | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CARR, RIGGS & INGRAM, LLC | 72-1396621 | — | CPA | $16K | — |
Investments
27 direct securities · 1 pooled fund· $23.4M(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
$13.4M
27 holdings
Pooled Separate Account
$10.0M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| SEPARATE ACCOUNT 401 TALCOTT RESOLUTION LIFE INSURANCE CO · EIN 06-0974148 / PN 000 | Pooled Separate Account | — | — | $10.0M | 75.1% | |
| similar party rate of interest, collateral, par, or maturity value * FIXED INCOME ACCOUNT Mutual Fund | — | — | — | $2.9M | 22.0% | |
| JANUS HENDERSON BALANCED R Mutual Fund | — | — | — | $2.2M | 16.5% | |
| FRANKLIN GROWTH R Mutual Fund | — | — | — | $1.2M | 9.3% | |
| MFS VALUE R2 Mutual Fund | — | — | — | $762K | 5.7% | |
| LORD ABBETT DEVELOPING GROWTH R3 Mutual Fund | — | — | — | $723K | 5.4% | |
| CLEARBRIDGE APPRECIATION R Mutual Fund | — | — | — | $649K | 4.8% | |
| BLACKROCK S&P 500 INDEX V.I.III Mutual Fund | — | — | — | $457K | 3.4% | |
| MFS RESEARCH INTERNATIONAL R2 Mutual Fund | — | — | — | $426K | 3.2% | |
| GOLDMAN SACHS MID CAP GROWTH R Mutual Fund | — | — | — | $408K | 3.1% | |
| Notes receivable from participants Interest rates ranging from 4.25% to 9.5% | — | — | — | $393K | 2.9% | |
| AMERICAN FUNDS CAPITAL WORLD GR&INC R1 Mutual Fund | — | — | — | $365K | 2.7% | |
| GOLDMAN SACHS GOVERNMENT INCOME R Mutual Fund | — | — | — | $342K | 2.6% | |
| MFS INTERNATIONAL INTRINSIC VALUE R2 Mutual Fund | — | — | — | $316K | 2.4% | |
| VIRTUS SEIX TOTAL RETURN BOND A Mutual Fund | — | — | — | $315K | 2.4% | |
| INVESCO DEVELOPING MARKETS R Mutual Fund | — | — | — | $290K | 2.2% | |
| CLEARBRIDGE SMALL CAP GROWTH R Mutual Fund | — | — | — | $285K | 2.1% | |
| PIMCO REAL RETURN R Mutual Fund | — | — | — | $282K | 2.1% | |
| VIRTUS CEREDEX SMALL-CAP VALUE EQ A Mutual Fund | — | — | — | $270K | 2.0% | |
| VIRTUS CEREDEX MID-CAP VALUE EQUITY A Mutual Fund | — | — | — | $250K | 1.9% | |
| PIONEER STRATEGIC INCOME R Mutual Fund | — | — | — | $185K | 1.4% | |
| MFS TOTAL RETURN BOND R2 Mutual Fund | — | — | — | $85K | 0.6% | |
| FIDELITY ADV LEVERAGED CO STOCK CLASS M Mutual Fund | — | — | — | $64K | 0.5% | |
| INVESCO GLOBAL STRATEGIC INCOME R Mutual Fund | — | — | — | $35K | 0.3% | |
| AMERICAN FUNDS GROWTH FUND OF AMER R1 Mutual Fund | — | — | — | $33K | 0.2% | |
| BLACKROCK GLOBAL ALLOCATION R Mutual Fund | — | — | — | $28K | 0.2% | |
| INVESCO REAL ESTATE R Mutual Fund | — | — | — | $24K | 0.2% | |
| MFS TOTAL RETURN R2 Mutual Fund | — | — | — | $2K | <0.1% |