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Original filing (PDF)20251015111607NAL0008928578001
STRESSCRETE, INC.
Form 5500
FILING_RECEIVED
STRESSCRETE GROUP US 401(K) PLAN
401(k) retirement plan
Active participants
187
Accounts w/ balance
171
Plan assets (EOY)
$5.2M
Net assets (EOY)
$5.2M
How this plan invests
This plan
1 pooled trust
Schedule D
33 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 STRESSCRETE, INC..
Plan sponsor
Name
STRESSCRETE, INC.
EIN
63-1076309
Address
9200 ENERGY LANE · NORTHPORT, AL · 35476
Phone
(205) 339-0711
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
2025-10-15
Pension benefit codes
2E · Profit-sharing
2J · 401(k) feature
2K · 401(m) arrangement
2G · Total participant-directed accounts
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
FORVIS MAZARS, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INS CO OF AMERICA | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $3K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MERRILL LYNCH PIERCE FENNER & SMITH | — | PENNINGTON, NJ | INVESTMENT ADVISOR | $22K | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| AZLEA ADMINISTRATION, LLC | — | MOBILE, AL | CONTRACT ADMIN | $6K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $884 | — |
Investments
33 direct securities · 1 pooled fund· $9.5M(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
$4.8M
33 holdings
Pooled Separate Account
$4.7M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| SEPARATE ACCOUNT SCAI MASSMUTUAL LIFE INSURANCE CO. · EIN 04-1590850 / PN 000 | Pooled Separate Account | — | — | $4.7M | 91.1% | |
| American Funds 2030 Trgt Date Retire R6 Pooled Separate Account | — | — | — | $945K | 18.3% | |
| American Funds 2050 Trgt Date Retire R6 Pooled Separate Account | — | — | — | $429K | 8.3% | |
| Clearbridge Large Cap Growth IS Pooled Separate Account | — | — | — | $335K | 6.5% | |
| Hartford Balanced Income R6 Pooled Separate Account | — | — | — | $299K | 5.8% | |
| Blackrock Total Return K Pooled Separate Account | — | — | — | $262K | 5.1% | |
| American Funds 2040 Trgt Date Retire R6 Pooled Separate Account | — | — | — | $244K | 4.7% | |
| American Funds 2045 Trgt Date Retire R6 Pooled Separate Account | — | — | — | $243K | 4.7% | |
| American Funds 2035 Trgt Date Retire R6 Pooled Separate Account | — | — | — | $203K | 3.9% | |
| Ishares S&P 500 Index K Pooled Separate Account | — | — | — | $187K | 3.6% | |
| Ishares Us Aggregate Bond Index K Pooled Separate Account | — | — | — | $185K | 3.6% | |
| JPMorgan Equity Income R6 Pooled Separate Account | — | — | — | $177K | 3.4% | |
| American Funds 2055 Trgt Date Retire R6 Pooled Separate Account | — | — | — | $167K | 3.2% | |
| MFS Blended Research Core Equity R6 Pooled Separate Account | — | — | — | $144K | 2.8% | |
| Templeton Foreign R6 Pooled Separate Account | — | — | — | $130K | 2.5% | |
| General Account Fixed Income | — | — | — | $127K | 2.5% | |
| American Funds 2060 Trgt Date Retire R6 Pooled Separate Account | — | — | — | $121K | 2.3% | |
| Hartford International Opportunities R6 Pooled Separate Account | — | — | — | $103K | 2.0% | |
| Ishares Msci Eafe Intl Idx K Pooled Separate Account | — | — | — | $81K | 1.6% | |
| Clearbridge Mid Cap IS Pooled Separate Account | — | — | — | $66K | 1.3% | |
| Ishares Russell 2000 Small-Cap Idx K Pooled Separate Account | — | — | — | $62K | 1.2% | |
| American Funds Europacific Growth R6 Pooled Separate Account | — | — | — | $57K | 1.1% | |
| American Funds 2020 Trgt Date Retire R6 Pooled Separate Account | — | — | — | $54K | 1.0% | |
| Invesco Balanced-Risk Commodity Strat R6 Pooled Separate Account | — | — | — | $53K | 1.0% | |
| American Funds American Mutual R6 Pooled Separate Account | — | — | — | $51K | 1.0% | |
| American Funds American Balanced R6 Pooled Separate Account | — | — | — | $39K | 0.8% | |
| Goldman Sachs Mid Cap Value R6 Pooled Separate Account | — | — | — | $29K | 0.6% | |
| Vanguard Mid-Cap Value Index Admiral Pooled Separate Account | — | — | — | $11K | 0.2% | |
| American Funds 2025 Trgt Date Retire R6 Pooled Separate Account | — | — | — | $7K | 0.1% | |
| Cohen & Steers Real Estate Securities Z Pooled Separate Account | — | — | — | $6K | 0.1% | |
| Vanguard Small Cap Value Index Admiral Pooled Separate Account | — | — | — | $6K | 0.1% | |
| JPMorgan Small Cap Growth R6 Pooled Separate Account | — | — | — | $4K | <0.1% | |
| American Funds Cnsrv Gr & Inc R6 Pooled Separate Account | — | — | — | $3K | <0.1% | |
| PIMCO Global Bond OPPS (USD-HDG) INSTL Pooled Separate Account | — | — | — | $2K | <0.1% |