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Original filing (PDF)20251211164424NAL0006984465001
SBM LIFE SCIENCE CORP.
Form 5500
FILING_RECEIVED
SBM LIFE SCIENCE CORP. 401(K) PLAN
401(k) retirement plan
Signals · 2
Late filing · 0.8 moNo recordkeeper disclosed
Active participants
135
Accounts w/ balance
139
Plan assets (EOY)
$8.0M
Net assets (EOY)
$8.0M
How this plan invests
This plan
16 pooled trusts
Schedule D
26 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
97
Concentration risk
100
Total plan cost
100
Vendor stack
80
Participation health
100
Knocking points off
- Filed 0.8 months past the 10.5-month grace window.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SBM LIFE SCIENCE CORP..
Plan sponsor
Name
SBM LIFE SCIENCE CORP.
EIN
81-2927188
Address
11000 WESTON PARKWAY, SUITE 150 · CARY, NC · 27513
Phone
(984) 208-9090
Industry
Manufacturingsee all
Plan administrator
Name
NATIONAL BENEFIT SERVICES, LLC
EIN
20-3886993
City
KANSAS CITY, MO
Phone
(801) 532-4000
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-12-11
Pension benefit codes
2A · Age/service weighted or new comparability
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)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
EISNERAMPER LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsTPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| T. ROWE PRICE | 52-1309931 | — | CONTRACT ADMIN | $39K | — |
Investments
10 direct securities · 16 pooled funds· $8.0M(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.
Common Collective Trust
$5.9M
16 holdings
Uncategorized
$2.1M
10 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| T. ROWE PRICE RETIREMENT 2040 TR-K T. ROWE PRICE TRUST COMPANY · EIN 52-1309931 / PN 001 | Common Collective Trust | — | — | $1.0M | 12.9% | |
| T. ROWE PRICE RETIREMENT 2045 TR-K T. ROWE PRICE TRUST COMPANY · EIN 52-1309931 / PN 001 | Common Collective Trust | — | — | $883K | 11.0% | |
| Fidelity 500 Index | — | — | — | $868K | 10.8% | |
| T. ROWE PRICE RETIREMENT 2035 TR-K T. ROWE PRICE TRUST COMPANY · EIN 52-1309931 / PN 001 | Common Collective Trust | — | — | $739K | 9.2% | |
| T. ROWE PRICE RETIREMENT 2025 TR-K T. ROWE PRICE TRUST COMPANY · EIN 52-1309931 / PN 001 | Common Collective Trust | — | — | $728K | 9.1% | |
| T. ROWE PRICE RETIREMENT 2050 TR-K T. ROWE PRICE TRUST COMPANY · EIN 52-1309931 / PN 001 | Common Collective Trust | — | — | $561K | 7.0% | |
| T. ROWE PRICE RETIREMENT 2055 TR-K T. ROWE PRICE TRUST COMPANY · EIN 52-1309931 / PN 001 | Common Collective Trust | — | — | $540K | 6.7% | |
| JPMorgan Large Cap Growth R6 | — | — | — | $409K | 5.1% | |
| T. ROWE PRICE STABLE VALUE N T. ROWE PRICE TRUST COMPANY · EIN 52-1309931 / PN 001 | Common Collective Trust | — | — | $376K | 4.7% | |
| T. ROWE PRICE RETIREMENT 2030 TR-K T. ROWE PRICE TRUST COMPANY · EIN 52-1309931 / PN 001 | Common Collective Trust | — | — | $365K | 4.5% | |
| T. ROWE PRICE RETIREMENT 2060 TR-K T. ROWE PRICE TRUST COMPANY · EIN 52-1309931 / PN 001 | Common Collective Trust | — | — | $277K | 3.4% | |
| WILMINGTON TRUST EUROPACIFIC GROWTH T. ROWE PRICE TRUST COMPANY · EIN 52-1309931 / PN 001 | Common Collective Trust | — | — | $196K | 2.4% | |
| Fidelity Extended Market Index | — | — | — | $186K | 2.3% | |
| Fidelity U.S. Bond Index | — | — | — | $177K | 2.2% | |
| and maturity dates ranging from February 2025 to February 2036 | — | — | — | $174K | 2.2% | |
| BlackRock Total Return K | — | — | — | $127K | 1.6% | |
| Fidelity Total International Index | — | — | — | $106K | 1.3% | |
| MFS LARGE CAP VALUE CIT FEE CLASS C T. ROWE PRICE TRUST COMPANY · EIN 52-1309931 / PN 001 | Common Collective Trust | — | — | $61K | 0.8% | |
| T. ROWE PRICE RETIREMENT 2020 TR-K T. ROWE PRICE TRUST COMPANY · EIN 52-1309931 / PN 001 | Common Collective Trust | — | — | $53K | 0.7% | |
| T. ROWE PRICE RETIREMENT 2065 TR-K T. ROWE PRICE TRUST COMPANY · EIN 52-1309931 / PN 001 | Common Collective Trust | — | — | $44K | 0.5% | |
| Principal SmallCap Growth I R6 | — | — | — | $32K | 0.4% | |
| T. Rowe Price Government Money I | — | — | — | $27K | 0.3% | |
| Allspring Special Small Cap Value R6 | — | — | — | $24K | 0.3% | |
| T. ROWE PRICE RETIREMENT 2005 TR-K T. ROWE PRICE TRUST COMPANY · EIN 52-1309931 / PN 001 | Common Collective Trust | — | — | $23K | 0.3% | |
| MFS MID CAP VALUE FUND CT T. ROWE PRICE TRUST COMPANY · EIN 52-1309931 / PN 001 | Common Collective Trust | — | — | $18K | 0.2% | |
| MFS MID CAP GROWTH FUND CT T. ROWE PRICE TRUST COMPANY · EIN 52-1309931 / PN 001 | Common Collective Trust | — | — | $6K | <0.1% |