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Original filing (PDF)20251013132052NAL0003013602014
STANDLEY SYSTEMS, LLC
Form 5500
FILING_RECEIVED
STANDLEY SYSTEMS, LLC PROFIT SHARING 401(K) PLAN
401(k) retirement plan
Active participants
171
Accounts w/ balance
186
Plan assets (EOY)
$9.5M
Net assets (EOY)
$9.5M
How this plan invests
This plan
41 pooled trusts
Schedule D
41 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 (5 bps vs 52 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for STANDLEY SYSTEMS, LLC.
Plan sponsor
Name
STANDLEY SYSTEMS, LLC
EIN
73-0769049
Address
528 W IOWA AVENUE · CHICKASHA, OK · 73018
Phone
(405) 224-0819
Industry
Other Services (ex. Public Admin)see 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
2K · 401(m) arrangement
2T · Default investment account (QDIA)
2S · Automatic enrollment
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
TAMMIE S. MOORE, PC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| JOHN HANCOCK LIFE INSURANCE CO. | 01-0233346 | BUFFALO, NY | RECORDKEEPER | $3K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WILLSHIRE ASSOCIATES INC | 95-2755361 | SANTA MONICA, CA | RIA | $2K | — |
Investments
41 pooled funds· $9.4M(98% 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.
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| AF AMERICAN BALANCED FUND JOHN HANDCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $2.1M | 22.4% | |
| JOHN HANCOCK STABLE VAL JOHN HANDCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $1.5M | 15.8% | |
| JH LIFETIME BLEND 2045 CIT R2 JOHN HANDCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $608K | 6.4% | |
| JH LIFETIME BLEND 2035 CIT R2 JOHN HANDCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $474K | 5.0% | |
| JH LIFETIME BLEND 2040 CIT R2 JOHN HANDCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $467K | 4.9% | |
| JH LIFETIME BLEND 2050 CIT R2 JOHN HANDCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $437K | 4.6% | |
| VANGUARD GROWTH INDEX FUND JOHN HANDCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $403K | 4.2% | |
| JH LIFETIME BLEND 2025 CIT R2 JOHN HANDCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $387K | 4.1% | |
| JH LIFETIME BLEND 2030 CIT R2 JOHN HANDCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $383K | 4.0% | |
| JH LIFETIME BLEND 2060 CIT R2 JOHN HANDCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $333K | 3.5% | |
| 500 INDEX FUND JOHN HANDCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $256K | 2.7% | |
| WASHINGTON MUTUAL INVESTORS JOHN HANDCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $205K | 2.1% | |
| TOTAL STOCK MARKET INDEX FUND JOHN HANDCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $192K | 2.0% | |
| WISDOMTREE MIDCAP DIVIDEND ETF JOHN HANDCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $190K | 2.0% | |
| JH LIFETIME BLEND 2055 CIT R2 JOHN HANDCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $166K | 1.7% | |
| JOHN HANCOCK BOND FUND JOHN HANDCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $157K | 1.7% | |
| BLUE CHIP GROWTH FUND JOHN HANDCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $151K | 1.6% | |
| INVESCO SMALL CAP GROWTH JOHN HANDCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $141K | 1.5% | |
| JH LIFETIME BLEND 2065 CIT R2 JOHN HANDCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $85K | 0.9% | |
| VANGUARD VALUE INDEX FUND JOHN HANDCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $69K | 0.7% | |
| VANGUARD TOT WLD STK INDEX ETF JOHN HANDCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $68K | 0.7% | |
| UNDISCOVERED MGR BEHAVIORAL JOHN HANDCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $67K | 0.7% | |
| JH LIFETIME BLEND 2010 CIT R2 JOHN HANDCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $61K | 0.6% | |
| AMERICAN FUNDS NEW PERSPECTIVE JOHN HANDCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $59K | 0.6% | |
| SMALL CAP INDEX FUND JOHN HANDCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $59K | 0.6% | |
| PARNASSUS CORE EQUITY FUND JOHN HANDCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $56K | 0.6% | |
| VANGUARD MID-CAP GROWTH ETF JOHN HANDCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $44K | 0.5% | |
| ISHARES MSCI EAFE VALUE ETF JOHN HANDCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $34K | 0.4% | |
| INTL EQUITY INDEX FUND JOHN HANDCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $30K | 0.3% | |
| AMERICAN FUNDS NEW WORLD FUND JOHN HANDCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $27K | 0.3% | |
| MID CAP INDEX FUND JOHN HANDCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $26K | 0.3% | |
| NORTHERN EM EQUITY INDEX FUND JOHN HANDCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $25K | 0.3% | |
| VANGUARD SMALL CAP GROW INDEX JOHN HANDCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $20K | 0.2% | |
| WISDOMTREE MIDCAP ETF JOHN HANDCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $15K | 0.2% | |
| VANGUARD SMALL CAP VALUE INDEX JOHN HANDCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $14K | 0.1% | |
| MFS EMERGING MARKETS DEBT JOHN HANDCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $9K | <0.1% | |
| FIDELITY REAL ESTATE INDEX JOHN HANDCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $9K | <0.1% | |
| JOHN HANCOCK INTL GROWTH JOHN HANDCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $7K | <0.1% | |
| DFA INFLATION-PROTECTED SEC JOHN HANDCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $4K | <0.1% | |
| FUNDAMENTAL ALL CAP CORE FUND JOHN HANDCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $3K | <0.1% | |
| TOTAL BOND MARKET FUND JOHN HANDCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $2K | <0.1% |
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