Back to filter
Original filing (PDF)20251007110231NAL0002406435001
STACK CONSTRUCTION TECHNOLOGIES INC
Form 5500
FILING_RECEIVED
STACK CONSTRUCTION TECHNOLOGIES 401(K) PLAN
401(k) retirement plan
Active participants
95
Accounts w/ balance
132
Plan assets (EOY)
$4.9M
Net assets (EOY)
$4.9M
How this plan invests
This plan
32 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 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
100
Participation health
100
Helping the score
- Below-peer total fees (33 bps vs 52 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for STACK CONSTRUCTION TECHNOLOGIES INC.
Plan sponsor
Name
STACK CONSTRUCTION TECHNOLOGIES INC
EIN
82-3692025
Address
9999 CARVER RD STE 300 · BLUE ASH, OH · 45242
Phone
(866) 702-6078
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
2025-10-07
Pension benefit codes
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
MONROE SHINE & CO., INC.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ADVISORY GROUP, LLC | 84-1455663 | — | RECORDKEEPER | $6K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LEGACY FINANCIAL ADVISORS, INC. | 20-4972254 | — | INVESTMENT ADVISORY-PLAN | $10K | — |
Investments
32 direct securities· $4.9M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity Freedom Index 2055 Fund Mutual funds | — | — | — | $1.1M | 23.3% | |
| Fidelity Freedom Index 2045 Fund Mutual funds | — | — | — | $493K | 10.0% | |
| Fidelity Freedom Index 2030 Fund Mutual funds | — | — | — | $463K | 9.4% | |
| Fidelity Large Cap Growth Index Fund Mutual funds | — | — | — | $461K | 9.4% | |
| Fidelity Freedom Index 2050 Fund Mutual funds | — | — | — | $311K | 6.3% | |
| Fidelity Freedom Index 2040 Fund Mutual funds | — | — | — | $255K | 5.2% | |
| Fidelity International Index Fund Mutual funds | — | — | — | $243K | 4.9% | |
| Fidelity Freedom Index 2060 Fund Mutual funds | — | — | — | $209K | 4.2% | |
| Fidelity Large Cap Value Index Fund Mutual funds | — | — | — | $166K | 3.4% | |
| Fidelity 500 Index Fund Mutual funds | — | — | — | $157K | 3.2% | |
| Fidelity Freedom Index 2035 Fund Mutual funds | — | — | — | $143K | 2.9% | |
| Fidelity Freedom Index Income Fund Mutual funds | — | — | — | $140K | 2.8% | |
| Fidelity US Bond Index Fund Mutual funds | — | — | — | $122K | 2.5% | |
| JP Morgan Short Duration Core Plus Fund Mutual funds 464 DFA US Small Cap Growth Fund Mutual funds | — | — | — | $105K | 2.1% | |
| Fidelity Freedom Index 2025 Fund Mutual funds | — | — | — | $88K | 1.8% | |
| Fidelity Mid Cap Growth Index Fund Mutual funds | — | — | — | $69K | 1.4% | |
| Fidelity Total Market Index Fund Mutual funds | — | — | — | $67K | 1.4% | |
| Fidelity Mid Cap Index Fund Mutual funds | — | — | — | $57K | 1.2% | |
| Manning & Napier High Yield Bond Fund Mutual funds | — | — | — | $51K | 1.0% | |
| Fidelity Mid Cap Value Index Fund Mutual funds | — | — | — | $46K | 0.9% | |
| Fidelity Small Cap Value Index Fund Mutual funds | — | — | — | $37K | 0.7% | |
| PIMCO Government Money Market Fund Mutual funds | — | — | — | $26K | 0.5% | |
| Fidelity Freedom Index 2065 Fund Mutual funds | — | — | — | $19K | 0.4% | |
| Principal Midcap Value Fund Mutual funds | — | — | — | $13K | 0.3% | |
| American Funds New World Fund Mutual funds | — | — | — | $10K | 0.2% | |
| Fidelity Total International Index Fund Mutual funds | — | — | — | $9K | 0.2% | |
| American Beacon Small Cap Value Fund Mutual funds 509 American Funds Europacific Growth Fund Mutual funds | — | — | — | $4K | <0.1% | |
| Avantis International Small Cap Value Fund Mutual funds | — | — | — | $3K | <0.1% | |
| Fidelity Small Cap Index Fund Mutual funds | — | — | — | $2K | <0.1% | |
| Cohen & Steers Real Estate Securities Fund Mutual funds | — | — | — | $2K | <0.1% | |
| Parametric Commodity Strategy Fund Mutual funds | — | — | — | $2K | <0.1% | |
| Neuberger Berman Mid Cap Growth Fund Mutual funds | — | — | — | $1K | <0.1% |