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Original filing (PDF)20250916080828NAL0001062083001
STORM MANUFACTURING, INC.
Form 5500
FILING_RECEIVED
STORM MANUFACTURING, INC. 401(K) PLAN
401(k) retirement plan
Active participants
213
Accounts w/ balance
249
Plan assets (EOY)
$6.5M
Net assets (EOY)
$6.5M
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 STORM MANUFACTURING, INC..
Plan sponsor
Name
STORM MANUFACTURING, INC.
EIN
62-1485943
Address
240 INDUSTRIAL PARK LANE · DECATUR, TN · 37322
Phone
(423) 334-4800
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
2025-09-16
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
COULTER & JUSTUS, P.C.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NEWPORT GROUP, INC. | 27-2037969 | — | RECORDKEEPER | $25K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PNC INSTITUTIONAL ASSET MANAGEMENT | — | PITTSBURGH, PA | ADVISOR | $12K | — |
Investments
26 direct securities · 1 pooled fund· $6.4M(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
$6.1M
26 holdings
Common Collective Trust
$364K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Target Date 2035 (1) | — | — | — | $691K | 10.7% | |
| Vanguard Target Date 2040 (1) | — | — | — | $567K | 8.8% | |
| Vanguard Target Date 2030 (1) | — | — | — | $530K | 8.2% | |
| Vanguard Target Date 2050 (1) | — | — | — | $452K | 7.0% | |
| Vanguard Target Date 2045 (1) | — | — | — | $417K | 6.5% | |
| Vanguard Target Date 2060 (1) | — | — | — | $413K | 6.4% | |
| JPMorgan JP Morgan Us Rsrch Enhncd Eqty (1) | — | — | — | $364K | 5.6% | |
| T ROWE PRICE STABLE VALUE FUND A T. ROWE PRICE STABLE VALUE COMMON TRUST FUND · EIN 52-1309931 / PN 001 | Common Collective Trust | — | — | $364K | 5.6% | |
| Vanguard Tot Stk Mkt Indx Adm (1) | — | — | — | $332K | 5.1% | |
| Vanguard Target Date 2055 (1) | — | — | — | $314K | 4.9% | |
| Vanguard Dev Markets Index Fnd (1) | — | — | — | $306K | 4.7% | |
| Vanguard Inflation Protect Admiral (1) | — | — | — | $298K | 4.6% | |
| Vanguard Target Date 2025 (1) | — | — | — | $279K | 4.3% | |
| to 9.5%, to be repaid through 2029 – | — | — | — | $278K | 4.3% | |
| Vanguard Total Bond Mkt Ix Adm (1) | — | — | — | $123K | 1.9% | |
| Vanguard Target Date 2065 (1) | — | — | — | $115K | 1.8% | |
| Vanguard Target Date 2020 (1) | — | — | — | $101K | 1.6% | |
| JPMorgan JP Morgan Us Small Company (1) | — | — | — | $97K | 1.5% | |
| JPMorgan JP Morgan Large Cap Growth R6 (1) | — | — | — | $82K | 1.3% | |
| Vanguard Mid Cap Index Adm (1) | — | — | — | $80K | 1.2% | |
| American Beacon American Balanced Fund R6 (1) | — | — | — | $55K | 0.9% | |
| Vanguard Small Cap Index Adm (1) | — | — | — | $40K | 0.6% | |
| Vanguard Real Est Index Admiral (1) | — | — | — | $37K | 0.6% | |
| Vanguard Retirement Income (1) | — | — | — | $35K | 0.5% | |
| American Century American Cent Emerging Mkts R6 (1) | — | — | — | $35K | 0.5% | |
| PIMCO High Yield Spectrum Inst (1) | — | — | — | $25K | 0.4% | |
| Vanguard Target Retirement 2070 (1) | — | — | — | $8K | 0.1% |
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