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Original filing (PDF)20251014162003NAL0006777762001
S & H SYSTEMS, INC.
Form 5500
FILING_RECEIVED
S & H SYSTEMS 401(K) PLAN
401(k) retirement plan
Signals · 1
29% in single holding
Active participants
142
Accounts w/ balance
213
Plan assets (EOY)
$9.9M
Net assets (EOY)
$9.9M
How this plan invests
This plan
1 pooled trust
Schedule D
14 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
97
/ 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
86
Total plan cost
100
Vendor stack
100
Participation health
100
Knocking points off
- Top holding "Fidelity 500 Index Mutual Fund; 14,035.4080 shares" is 29% of plan.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for S & H SYSTEMS, INC..
Plan sponsor
Name
S & H SYSTEMS, INC.
EIN
81-0547246
Address
2908 S CARAWAY RD - SUITE 100 · JONESBORO, AR · 72401
Phone
(870) 933-7346
Industry
Wholesale Tradesee 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
2025-10-14
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)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
FORVIS MAZARS, LLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $4K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| HATCHER CAPITAL INVESTMENTS | — | LITTLE ROCK, AR | INVESTMENT ADVISOR | $43K | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BURLEIGH CONSULTING GROUP, INC. | — | MEMPHIS, TN | TPA | $5K | — |
Investments
14 direct securities · 1 pooled fund· $19.2M(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
$9.9M
14 holdings
Pooled Separate Account
$9.3M
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 | — | — | $9.3M | 94.0% | |
| Fidelity 500 Index Mutual Fund; 14,035.4080 shares | — | — | $14K | $2.9M | 29.0% | |
| Wilmington Trust IndexSelect Moderate 2035 Common/Collective Trust; 74,864.0176 shares | — | — | $75K | $1.3M | 13.5% | |
| Wilmington Trust IndexSelect Moderate 2055 Common/Collective Trust; 58,996.6268 shares | — | — | $59K | $1.2M | 12.4% | |
| American Funds New Perspective R6 Mutual Fund; 14,692.3512 shares | — | — | $15K | $913K | 9.2% | |
| Blackrock iShares Russell Mid Cap IX Mutual Fund; 49,473.2642 shares | — | — | $49K | $735K | 7.4% | |
| Wilmington Trust IndexSelect Moderate 2045 Common/Collective Trust; 35,291.6861 shares | — | — | $35K | $709K | 7.2% | |
| Wilmington Trust IndexSelect Moderate Retirement I Common/Collective Trust; 40,442.9011 shares | — | — | $40K | $584K | 5.9% | |
| Vanguard Small-Cap Index Mutual Fund; 4,377.4482 shares | — | — | $4K | $504K | 5.1% | |
| MassMutual Fixed Account Fixed Annuity Contract | — | — | — | $306K | 3.1% | |
| dates ranging from January 2025 through December 2029 | — | — | — | $290K | 2.9% | |
| TIAA-CREF Core Bond Mutual Fund; 17,505.9644 shares | — | — | $18K | $158K | 1.6% | |
| Hartford Schroders International Stock Mutual Fund; 5,561.2920 shares | — | — | $6K | $98K | 1.0% | |
| Vanguard Total Bond Market Index Mutual Fund; 9,074.9393 shares | — | — | $9K | $86K | 0.9% | |
| DFA Real Estate Securities Mutual Fund; 1,830.2524 shares | — | — | $2K | $74K | 0.7% |
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