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Original filing (PDF)20250922074152NAL0011828530001
SPOC AUTOMATION, INC.
Form 5500
FILING_RECEIVED
SPOC AUTOMATION 401(K) PLAN
401(k) retirement plan
Active participants
175
Accounts w/ balance
167
Plan assets (EOY)
$7.9M
Net assets (EOY)
$7.9M
How this plan invests
This plan
1 pooled trust
Schedule D
28 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
Helping the score
- Below-peer total fees (2 bps vs 52 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SPOC AUTOMATION, INC..
Plan sponsor
Name
SPOC AUTOMATION, INC.
EIN
63-1284892
Address
7363 GADSDEN HWY · TRUSSVILLE, AL · 35173
Phone
(205) 661-3642
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
2025-09-22
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)
3B · Covers self-employed individuals
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
BMSS, LLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CAPITAL GROUP RETIREMENT PLAN SVCS. | 82-4555287 | — | RECORDKEEPER | $2K | — |
Investments
27 direct securities · 1 pooled fund· $7.9M(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
$7.7M
27 holdings
Common Collective Trust
$182K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| American Funds 2030 Target Date Fund R4 a | — | — | — | $1.8M | 22.3% | |
| American Funds 2055 Target Date Fund R4 a | — | — | — | $1.3M | 17.1% | |
| American Funds 2035 Target Date Fund R4 a | — | — | — | $1.1M | 14.1% | |
| American Funds Growth Portfolio R4 a | — | — | — | $416K | 5.3% | |
| American Funds 2065 Target Date Fund R4 a | — | — | — | $415K | 5.3% | |
| American Funds 2040 Target Date Fund R4 a | — | — | — | $379K | 4.8% | |
| American Funds AMCAP R4 a | — | — | — | $373K | 4.7% | |
| American Funds 2025 Target Date Fund R4 a | — | — | — | $370K | 4.7% | |
| American Funds 2050 Target Date Fund R4 a | — | — | — | $316K | 4.0% | |
| American Funds 2045 Target Date Fund R4 a | — | — | — | $288K | 3.7% | |
| American Funds 2060 Target Date Fund R4 a | — | — | — | $245K | 3.1% | |
| EB MAGIC 75 STABLE VALUE FUND KEYBANK, NA · EIN 34-6903863 / PN 002 | Common Collective Trust | — | — | $182K | 2.3% | |
| American Funds Global Growth Portfolio R4 a | — | — | — | $174K | 2.2% | |
| American Funds Invmt Co of America R4 a | — | — | — | $138K | 1.7% | |
| American Funds Gr and Inc Port R-4 a | — | — | — | $119K | 1.5% | |
| American Funds 2020 Target Date Fund R4 a | — | — | — | $60K | 0.8% | |
| American Funds Moderate G/I Portfolio R4 a | — | — | — | $55K | 0.7% | |
| American Funds Washington Mutual R4 a | — | — | — | $41K | 0.5% | |
| American Funds US Government Sec R4 a | — | — | — | $24K | 0.3% | |
| American Funds 2070 Target Date Fund R4 a | — | — | — | $20K | 0.3% | |
| American Funds Bond Fund of Amer R4 a | — | — | — | $14K | 0.2% | |
| American Funds EuroPacific Gr R4 a | — | — | — | $12K | 0.1% | |
| American Funds 2010 Target Date Fund R4 a | — | — | — | $10K | 0.1% | |
| American Funds New World Fund R4 a | — | — | — | $7K | <0.1% | |
| BlackRock High Yield Inv A High Yield Inv A 59 PIMCO Real Return A Real Return A | — | — | — | $6K | <0.1% | |
| Invesco Oppenheimer Int'l Growth A | — | — | — | $5K | <0.1% | |
| Invesco Global Real Estate A 834 Templeton Foreign Fund A | — | — | — | $1K | <0.1% | |
| Royce Small-Cap Total Return Service Small-Cap Total Return Service a | — | — | — | $1K | <0.1% |
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