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Original filing (PDF)20251013123353NAL0000598723001
SPECTRA TECH, INC.
Form 5500
FILING_RECEIVED
SPECTRA TECH, INC. 401(K) PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
208
Accounts w/ balance
311
Plan assets (EOY)
$15.6M
Net assets (EOY)
$15.6M
How this plan invests
This plan
23 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
98
/ 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
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SPECTRA TECH, INC..
Plan sponsor
Name
SPECTRA TECH, INC.
EIN
62-1620591
Address
132 JEFFERSON COURT · OAK RIDGE, TN · 37830
Phone
(865) 483-7210
Industry
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
2025-10-13
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2R · Participant-directed brokerage (SDBA)
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
WINSTEAD TAX & ACCOUNTING, PLLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsOther
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STANCORP FINANCIAL GROUP | 93-1253576 | — | NONE | $33K | — |
| CHARLES SCHWAB TRUST COMPANY | 42-1558009 | — | NONE | $0 | — |
Investments
23 direct securities· $15.6M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Int Term Bond Index Adm | — | — | — | $2.8M | 17.8% | |
| Fidelity 5001ndex | — | — | — | $2.2M | 13.9% | |
| American Funds Amer Balanced R6 | — | — | — | $1.7M | 10.6% | |
| The Standard Stable Asset Fund D | — | — | — | $1.6M | 10.4% | |
| MFS Intl Growth CL R6 | — | — | — | $1.3M | 8.2% | |
| Vanguard Int Term Treasury Adm | — | — | — | $1.2M | 7.9% | |
| Harbor Capital Appreciation Fund Rtrmt | — | — | — | $1.1M | 6.9% | |
| Vanguard Equity Income Adm | — | — | — | $848K | 5.4% | |
| Vanguard Growth Index Adm | — | — | — | $533K | 3.4% | |
| Vanguard Small Cap Index Adm | — | — | — | $457K | 2.9% | |
| JP Morgan Mid Cap Growth Fund R6 | — | — | — | $385K | 2.5% | |
| American Funds New Perspective R6 | — | — | — | $355K | 2.3% | |
| JP Morgan US Equity R6 | — | — | — | $324K | 2.1% | |
| Vanguard Mid Cap Val ldx Adm | — | — | — | $290K | 1.9% | |
| Participant notes receivable 6.50% - 8.50% -0- | — | — | — | $247K | 1.6% | |
| Vanguard Small Cap Value Index Adm | — | — | — | $121K | 0.8% | |
| Fidelity Mid Cap Index | — | — | — | $85K | 0.5% | |
| Vanguard Small Cap Growth I | — | — | — | $40K | 0.3% | |
| Cohen & Steers Realty | — | — | — | $33K | 0.2% | |
| Charles Schwab Interest-bearing cash account | — | — | — | $27K | 0.2% | |
| Vanguard Total Int Stock Index Adm | — | — | — | $19K | 0.1% | |
| Vanguard Emrg Mkts Stk Index Fd Adm | — | — | — | $15K | <0.1% | |
| PGIM Global Total Return R6 | — | — | — | $13K | <0.1% |
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