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Original filing (PDF)20251016111247NAL0008399008001
SEQUENTIAL TECHNOLOGY INTERNATIONAL LLC
Form 5500
FILING_RECEIVED
STI 401(K) PLAN
401(k) retirement plan
Active participants
259
Accounts w/ balance
270
Plan assets (EOY)
$14.2M
Net assets (EOY)
$14.1M
How this plan invests
This plan
38 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
95
/ 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
80
Vendor stack
100
Participation health
100
Knocking points off
- 42 bps in Schedule C fees — modestly above peer band of 29 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SEQUENTIAL TECHNOLOGY INTERNATIONAL LLC.
Plan sponsor
Name
SEQUENTIAL TECHNOLOGY INTERNATIONAL LLC
EIN
81-4426170
Address
1555 SPILLMAN DRIVE · BETHLEHEM, PA · 18015
Phone
(484) 821-4014
Industry
Custom Computer Programming· Professional & Technical Servicessee 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
2025-10-16
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
DANNIBLE AND MCKEE LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $40K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| JW COLE ADVISORS INC | 59-3680571 | — | ADVISOR | $20K | — |
Investments
38 direct securities· $13.7M(97% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Registered Investment Companies * Fidelity Investments Freedom Index 2030 Investor | — | — | — | $2.5M | 17.8% | |
| Fidelity Investments Freedom Index 2040 Fund | — | — | — | $2.3M | 16.3% | |
| Fidelity Investments 500 Index | — | — | — | $1.3M | 9.4% | |
| Fidelity Investments Freedom Index 2035 Investor | — | — | — | $1.2M | 8.2% | |
| American Funds Growth Fund of America R6 | — | — | — | $1.0M | 7.2% | |
| Fidelity Investments Freedom Index 2020 Investor | — | — | — | $759K | 5.4% | |
| Fidelity Investments Freedom Index 2050 Investor | — | — | — | $654K | 4.6% | |
| Fidelity Investments Freedom Index 2045 Investor | — | — | — | $575K | 4.1% | |
| American Funds New Perspective R6 | — | — | — | $425K | 3.0% | |
| Fidelity Investments Freedom Index 2025 Investor | — | — | — | $355K | 2.5% | |
| Fidelity Investments Government Money Market Fund | — | — | — | $340K | 2.4% | |
| Fidelity Investments Freedom Index 2070 Investor 321 Participant Loans * Participants Participant Loans, with interest rates ranging from 4.25% to 9.50% | — | — | — | $319K | 2.3% | |
| Fidelity Investments Freedom Index 2055 Investor | — | — | — | $278K | 2.0% | |
| Vanguard Mid Cap Value Index Admiral | — | — | — | $258K | 1.8% | |
| Vanguard Mid Cap Growth Index Admiral | — | — | — | $254K | 1.8% | |
| Dimensional Fund Advisors US Large Company I | — | — | — | $176K | 1.2% | |
| Fidelity Investments Small Cap Index | — | — | — | $170K | 1.2% | |
| Fidelity Investments Mid Cap Index Fund | — | — | — | $118K | 0.8% | |
| Fidelity Investments Freedom Index 2060 Investor | — | — | — | $103K | 0.7% | |
| JP Morgan Core Plus Bond Fund Class R6 | — | — | — | $88K | 0.6% | |
| Dimensional Fund Advisors International Value I | — | — | — | $85K | 0.6% | |
| American Funds New World Fund Class R6 | — | — | — | $68K | 0.5% | |
| Vanguard Small Cap Index Fund Admiral Shares | — | — | — | $50K | 0.4% | |
| Dimensional Fund Advisors US Core Equity 2 I | — | — | — | $45K | 0.3% | |
| Fidelity Investments Freedom Index 2065 Investor | — | — | — | $45K | 0.3% | |
| Vanguard High Yield Corporate Fund Admiral Shares | — | — | — | $27K | 0.2% | |
| Dimensional Fund Advisors US Targeted Value I | — | — | — | $25K | 0.2% | |
| Fidelity Investments International Index | — | — | — | $20K | 0.1% | |
| American Funds International Growth and Income Fund R6 | — | — | — | $19K | 0.1% | |
| American Funds EUPAC R6 | — | — | — | $18K | 0.1% | |
| Dimensional Fund Advisors US Small Cap I | — | — | — | $16K | 0.1% | |
| Invesco Diversified Dividend Fund Class R6 | — | — | — | $15K | 0.1% | |
| Dimensional Fund Advisors Real Estate Securities I | — | — | — | $10K | <0.1% | |
| Fidelity Investments U.S. Bond Index | — | — | — | $10K | <0.1% | |
| Dimensional Fund Advisors Inflation Protected Securities Portfolio | — | — | — | $9K | <0.1% | |
| Fidelity Investments Freedom Index 2010 Investor | — | — | — | $9K | <0.1% | |
| Alliance Bernstein High Income Z | — | — | — | $2K | <0.1% | |
| Fidelity Investments Freedom index Income Investor | — | — | — | $1K | <0.1% |