Original filing (PDF)20250414102912NAL0001685169001

SPECIALTY EQUIPMENT MARKET ASSOCIATION

Name: SPECIALTY EQUIPMENT MARKET ASSOCIATION — SEMA 401(K) SAVINGS PLAN, Form 5500 (2023)
Creator: SPECIALTY EQUIPMENT MARKET ASSOCIATION

Form 5500

FILING_RECEIVED

SEMA 401(K) SAVINGS PLAN

401(k) retirement plan

Signals · 1

No recordkeeper disclosed

Active participants

144

Accounts w/ balance

270

Plan assets (EOY)

$36.0M

Net assets (EOY)

$36.0M

How this plan invests

This plan

1 collective trust

Schedule D

Individual securities

on each trust's filing

This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.

Plan health score (directional)

/ 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

Total plan cost

100

Vendor stack

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SPECIALTY EQUIPMENT MARKET ASSOCIATION.

Plan sponsor

Name

SPECIALTY EQUIPMENT MARKET ASSOCIATION

EIN

95-2544340

Address

1575 SOUTH VALLEY VISTA DRIVE · DIAMOND BAR, CA · 91765

Phone

(909) 978-6683

Industry

Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2023

Plan year begin

2023-07-01

Tax period

2024-06-30

Filed

2025-04-14

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Auditor

PENSION ASSURANCE, LLP

Trustee / custodian

Service providers (Schedule C)

4 rows

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
MORGAN STANLEY SMITH BARNEY LLC	11-3658445	—	INVESTMENT ADVISORY	$20K	—

TPA / Administrator

Name	EIN	Location	Relation	Direct comp	Indirect comp
NATIONAL BENEFIT SERVICES, LLC	20-3886993	—	TPA	$0	—

Other

Name	EIN	Location	Relation	Direct comp

Investments

1 pooled fund· $32.5M(90% 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.

Investment	Type	Current value	% of plan
VOYA INSURANCE & ANNUITY CO. VOYA · EIN 71-0294708 / PN 000	Pooled Separate Account	$32.5M	90.2%

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