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Original filing (PDF)20250926130213NAL0021727298001
SUHM SPRING WORKS, INC.
Form 5500
FILING_RECEIVED
SUHM SPRING WORKS, INC. 401(K) PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
200
Accounts w/ balance
269
Plan assets (EOY)
$17.7M
Net assets (EOY)
$17.7M
How this plan invests
This plan
46 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.
Helping the score
- Below-peer total fees (4 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SUHM SPRING WORKS, INC..
Plan sponsor
Name
SUHM SPRING WORKS, INC.
EIN
74-1359481
Address
14650 HEATHROW FOREST PARKWAY · HOUSTON, TX · 77032
Phone
(713) 224-9293
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
2025-09-26
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
MELTON & MELTON LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsOther
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| VOYA RETIREMENT INSURANCE & ANNUITY | 71-0294708 | — | SERVICE PROVIDER | $7K | — |
| WEALTH ENHANCEMENT ADVISORY SERVICE | 41-2016508 | — | SERVICE PROVIDER | $0 | — |
Investments
41 direct securities· $20.3M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| American Funds The Growth Fund of America | — | — | — | $3.3M | 18.5% | |
| Fidelity 500 Index Fund Registered Investment Company | — | — | — | $2.5M | 14.3% | |
| Voya Fixed Account (4450) | — | — | — | $1.1M | 6.1% | |
| Voya Retirement Insurance and Annuity Company Voya Fixed Account | — | — | — | $1.1M | 6.0% | |
| VY JPM SmCp Cr Eq Port R6 Registered Investment Company | — | — | — | $1.0M | 5.8% | |
| VY JPMorgan Small Cap Core Equity Portfolio | — | — | — | $1.0M | 5.8% | |
| party date,rate of interest, collateral, par, or maturity date American Funds Cap Wld G&I R6 Registered Investment Company | — | — | — | $1.0M | 5.8% | |
| American Funds Capital World Growth and Income Fund | — | — | — | $1.0M | 5.8% | |
| MFS Value Fund | — | — | — | $984K | 5.6% | |
| Voya Index Solution 2045 Portfolio | — | — | — | $669K | 3.8% | |
| Voya Intermediate Bond Fund | — | — | — | $647K | 3.7% | |
| Vanguard Total International Stock Index Fund | — | — | — | $614K | 3.5% | |
| Vangrd Tot Int Stk In F Adm Registered Investment Company | — | — | — | $614K | 3.5% | |
| Voya Index Solution 2035 Portfolio | — | — | — | $532K | 3.0% | |
| Voya Index Solution 2055 Portfolio | — | — | — | $435K | 2.5% | |
| JPMorgan Mid Cap Value Fund | — | — | — | $363K | 2.0% | |
| Invesco Equity & Income Fund | — | — | — | $319K | 1.8% | |
| Voya Index Solution 2025 Portfolio | — | — | — | $311K | 1.8% | |
| Voya Index Solution 2040 Portfolio | — | — | — | $309K | 1.7% | |
| Voya Index Solution 2050 Portfolio | — | — | — | $308K | 1.7% | |
| Participant Loans 4.25% - 9.50% 0 | — | — | — | $302K | 1.7% | |
| Fidelity Mid Cap Index Fund | — | — | — | $225K | 1.3% | |
| Fidelity Small Cap Growth Index Fund | — | — | — | $196K | 1.1% | |
| Voya Index Solution 2065 Portfolio | — | — | — | $194K | 1.1% | |
| American Funds New World | — | — | — | $189K | 1.1% | |
| PIMCO Real Return Fund | — | — | — | $158K | 0.9% | |
| Pioneer Strategic Income Fund | — | — | — | $141K | 0.8% | |
| American Funds EuroPacific Growth Fund | — | — | — | $134K | 0.8% | |
| Voya Index Solution 2030 Portfolio | — | — | — | $99K | 0.6% | |
| Voya Solution Aggressive Portfolio | — | — | — | $93K | 0.5% | |
| DFA Real Estate Securities Portfolio | — | — | — | $88K | 0.5% | |
| Voya Index Solution Income Portfolio | — | — | — | $72K | 0.4% | |
| PIMCO International Bond Fund (Unhedged) | — | — | — | $70K | 0.4% | |
| PIMCO Intl Bd Fnd (Unhdg) Ins Registered Investment Company | — | — | — | $70K | 0.4% | |
| Vangrd Sm-Cap Vl Index Fnd Adm Registered Investment Company | — | — | — | $17K | <0.1% | |
| Voya Government Money Market Fund A | — | — | — | $10K | <0.1% | |
| Voya Gv Mny Mkt F A (Hld Acct) Registered Investment Company | — | — | — | $10K | <0.1% | |
| Voya Solution Balanced Portfolio ** 718 * Voya Solution Conservative Portfolio | — | — | — | $9K | <0.1% | |
| Voya MidCap Opportunities Portfolio | — | — | — | $6K | <0.1% | |
| Voya Mid Cap Opport Port R6 Registered Investment Company | — | — | — | $6K | <0.1% | |
| Voya Solution Moderately Aggressive Portfolio | — | — | — | $4K | <0.1% |
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