How big is Surveying and Mapping, LLC's plan?

Surveying and Mapping, LLC's plan reported $113.8M in assets and 1,727 participants for 2024.

Original filing (PDF)20251010105622NAL0012372448001

Surveying and Mapping, LLC

Name: Surveying and Mapping, LLC — Sam Holding Company, Form 5500 (2024)
Creator: Surveying and Mapping, LLC
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Sam Holding Company, Inc. & Subsidiaries 401(k) Plan

401(k) retirement plan · Surveying and Mapping, LLC's Sam Holding Company, Inc. & Subsidiaries 401(k) Plan held $113.8M in plan assets for 1,727 participants in 2024, with Fidelity as recordkeeper.

Active participants

1,727

Accounts w/ balance

1,572

Plan assets (EOY)

$113.8M

Net assets (EOY)

$113.8M

People on this filing

James Heffron signed Surveying and Mapping, LLC's 2024 Form 5500 as plan administrator.

James Heffron — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Surveying and Mapping, LLC's EIN is 74-2704974.

EIN 74-2704974

Plan number 001

Plan year 2024

ACK ID 20251010105622NAL0012372448001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Surveying and Mapping, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Surveying and Mapping, LLC's plan includes ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA), profit-sharing.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for SURVEYING AND MAPPING, LLC.

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How this plan invests

This plan

30 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool.

Compliance & integrity

100

Total plan cost

100

Plan health

Vendor & structure

100

Knocking points off

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (12th percentile).

Helping the score

Below-peer total plan cost (99th percentile).

Plan sponsor

Name

SURVEYING AND MAPPING, LLC

EIN

all filings

Address

4801 SOUTHWEST PARKWAY · PARKWAY TWO, SUITE 100 · AUSTIN, TX · 78735

Phone

(512) 493-0209

Industry

Professional & Technical Services

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

2025-10-10

Pension benefit codes

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

3H · Sponsor in controlled / affiliated group

2E · Profit-sharing

3D · Pre-approved plan (master / prototype / VS)

Service providers (Schedule C)

2 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
FIDELITY INVESTMENTS INSTITUTIONAL	04-2647786	—	RECORDKEEPER	-$57K	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
STRATEGIC ADVISORS, INC.	04-2654524	—	ADVISOR	$16K	—

Investments

30 direct securities· $111.5M(98% of reported assets)

Mutual Funds

$99.3M

24 holdings

Common Collective Trusts

$7.5M

2 holdings

Other securities

$4.7M

4 holdings

					% of plan
Investments * Fidelity Growth Company Fund-Class K	Mutual Funds	—	—	$17.6M	15.4%
Fidelity Freedom 2035 Fund-Class K	Mutual Funds	—	—	$9.9M	8.7%
Fidelity Freedom 2040 Fund-Class K	Mutual Funds	—	—	$9.5M	8.4%
Fidelity Freedom 2045 Fund-Class K	Mutual Funds	—	—	$9.2M	8.0%
Fidelity Freedom 2030 Fund-Class K	Mutual Funds	—	—	$7.7M	6.8%
Fidelity 500 Index	Common Collective Trusts	—	—	$7.3M	6.4%
Fidelity Freedom 2055 Fund-Class K	Mutual Funds	—	—	$7.1M	6.3%
Fidelity Freedom 2050 Fund-Class K	Mutual Funds	—	—	$6.5M	5.7%
Fidelity Contrafund-Class K	Mutual Funds	—	—	$5.0M	4.4%
Fidelity Freedom 2025 Fund-Class K	Mutual Funds	—	—	$3.7M	3.2%
Fidelity Freedom 2060 Fund-Class K	Mutual Funds	—	—	$3.5M	3.1%
Fidelity Government Money Market	Mutual Funds	—	—	$3.1M	2.8%
Fidelity Balanced Fund	Mutual Funds	—	—	$3.0M	2.6%
Fidelity International Index	Mutual Funds	—	—	$2.5M	2.2%
MFS Value Fund Class R6	Mutual Funds	—	—	$2.0M	1.8%
Fidelity Total Bond Fund	Mutual Funds	—	—	$1.9M	1.7%
Neuberger Berman Mid Cap Growth Trust	Other securities	—	—	$1.7M	1.5%
John Hancock Disciplined Value MidCap Class A	Other securities	—	—	$1.7M	1.5%
Fidelity Freedom 2020 Fund-Class K	Mutual Funds	—	—	$1.5M	1.3%
Vanguard Small Cap Index Admiral	Mutual Funds	—	—	$1.4M	1.3%
Fidelity Freedom 2065 Fund-Class K	Mutual Funds	—	—	$1.2M	1.0%
Vanguard International Growth Admiral	Mutual Funds	—	—	$1.2M	1.0%
Conestoga Small Cap Fund	Other securities	—	—	$1.1M	0.9%
Vanguard High Yield Corporate Fund Admiral	Mutual Funds	—	—	$1.0M	0.9%
Short-Term Investment Grade Vanguard ** Admiral	Mutual Funds	—	—	$545K	0.5%
Fidelity Inflation Protected Bond Index Fund	Common Collective Trusts	—	—	$248K	0.2%
Virtus Opportunities Trust Real Estate Fund Class I	Other securities	—	—	$212K	0.2%
Fidelity Freedom Income-Class K	Mutual Funds	—	—	$186K	0.2%
Fidelity Freedom 2015 Fund-Class K	Mutual Funds	—	—	$165K	0.1%
Fidelity Freedom 2010 Fund-Class K	Mutual Funds	—	—	$2K	<0.1%