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Original filing (PDF)20251006141810NAL0003751777001
SOUTHERN MEDICAL TECHNOLOGIES LLC
Form 5500
FILING_RECEIVED
SOUTHERN MEDICAL TECHNOLOGIES LLC 401K PROFIT SHARING PLAN
401(k) retirement plan
Active participants
99
Accounts w/ balance
132
Plan assets (EOY)
$4.9M
Net assets (EOY)
$4.9M
How this plan invests
This plan
22 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 (23 bps vs 52 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SOUTHERN MEDICAL TECHNOLOGIES LLC.
Plan sponsor
Name
SOUTHERN MEDICAL TECHNOLOGIES LLC
EIN
84-2686774
Address
1821 27TH AVE S · HOMEWOOD, AL · 35209
Phone
(205) 578-2880
Industry
Manufacturingsee 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
2025-10-06
Pension benefit codes
2T · Default investment account (QDIA)
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2S · Automatic enrollment
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
THE HIGHLANDS ACCOUNTING GROUP, INC
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 | $1K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| COMMONWEALTH FINANCIAL NETWORK | 04-2675571 | — | ADVISOR | $10K | — |
Investments
22 direct securities· $4.9M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| American Funds 2040 Target Date R5E Mutual fund a | — | — | — | $959K | 19.7% | |
| American Funds 2045 Target Date R5E Mutual fund a | — | — | — | $768K | 15.8% | |
| American Funds 2035 Target Date R5E Mutual fund a | — | — | — | $709K | 14.6% | |
| American Funds 2050 Target Date R5E Mutual fund a | — | — | — | $623K | 12.8% | |
| American Funds 2030 Target Date R5E Mutual fund a | — | — | — | $555K | 11.4% | |
| American Funds 2055 Target Date R5E Mutual fund a | — | — | — | $339K | 7.0% | |
| American Funds 2060 Target Date R5E Mutual fund a | — | — | — | $325K | 6.7% | |
| American Funds 2025 Target Date R5E Mutual fund a | — | — | — | $296K | 6.1% | |
| to 8.50%, various maturities -0- | — | — | — | $84K | 1.7% | |
| JPMorgan U.S. Equity I Mutual fund a | — | — | — | $32K | 0.7% | |
| BlackRock Technology Opportunities I Mutual fund a | — | — | — | $26K | 0.5% | |
| American Funds 2020 Target Date R5E Mutual fund a | — | — | — | $24K | 0.5% | |
| Principal Real Estate Securities R5 Mutual fund a | — | — | — | $22K | 0.5% | |
| Diamond Hill Large Cap Y Mutual fund a | — | — | — | $21K | 0.4% | |
| BlackRock Mid Cap Growth Equity K Mutual fund a | — | — | — | $14K | 0.3% | |
| Fidelity Mid Cap Index Mutual fund a | — | — | — | $14K | 0.3% | |
| Fidelity Advisor Worldwide I Mutual fund a | — | — | — | $13K | 0.3% | |
| Fidelity Advisor Growth Opportunties Z Mutual fund a | — | — | — | $12K | 0.2% | |
| Fidelity Advisor Small Cap Value I Mutual fund a | — | — | — | $12K | 0.2% | |
| Calamos Evolving World Growth I Mutual fund a | — | — | — | $10K | 0.2% | |
| Allspring Special Mid Cap Value R6 Mutual fund a | — | — | — | $9K | 0.2% | |
| Fidelity Government Money Market Mutual fund a | — | — | — | $2K | <0.1% |
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