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Original filing (PDF)20250725052536NAL0008201056001
SATCO, INC.
Form 5500
FILING_RECEIVED
SATCO, INC. 401(K) RETIREMENT PLAN
401(k) retirement plan
Active participants
401
Accounts w/ balance
446
Plan assets (EOY)
$43.0M
Net assets (EOY)
$43.0M
How this plan invests
This plan
2 pooled trusts
Schedule D
24 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 (16 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SATCO, INC..
Plan sponsor
Name
SATCO, INC.
EIN
95-2546613
Address
1601 E. EL SEGUNDO BLVD. · EL SEGUNDO, CA · 90245
Phone
(310) 322-4719
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
2025-07-25
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)
Audit & trust (Schedule H)
Auditor
DAVID L. BUCK
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $5K | — |
| ADP BROKER-DEALER | 22-3319984 | — | RECORD KEEPER | $0 | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MORGAN STANLEY SMITH BARNEY | 20-8764829 | — | INVESTMENT/FINANCIAL ADVI | $66K | — |
Investments
22 direct securities · 2 pooled funds· $43.0M(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.
Registered Investment Companies
$42.4M
22 holdings
Common Collective Trust
$616K
2 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| NUVEEN LC INDEX 2035 R6 | Registered Investment Companies | — | — | $10.3M | 23.9% | |
| NUVEEN LC INDEX 2025 R6 | Registered Investment Companies | — | — | $9.2M | 21.4% | |
| NUVEEN LC INDEX 2030 R6 | Registered Investment Companies | — | — | $7.6M | 17.7% | |
| NUVEEN LC INDEX 2040 R6 | Registered Investment Companies | — | — | $4.3M | 9.9% | |
| NUVEEN LC INDEX 2020 R6 | Registered Investment Companies | — | — | $2.6M | 6.0% | |
| NUVEEN LC INDEX 2050 R6 | Registered Investment Companies | — | — | $1.9M | 4.4% | |
| NUVEEN LC INDEX 2045 R6 | Registered Investment Companies | — | — | $1.5M | 3.6% | |
| NUVEEN LC INDEX 2055 R6 | Registered Investment Companies | — | — | $1.3M | 3.0% | |
| AMERICAN FUNDS NEW WORLD R6 722 REGISTERED INVESTMENT COMPANY NUVEEN LC INDEX 2060 R6 | Registered Investment Companies | — | — | $1.2M | 2.7% | |
| INVESCO GOVT MONEY MKT R6 | Registered Investment Companies | — | — | $1.1M | 2.5% | |
| FID 500 IND | Registered Investment Companies | — | — | $711K | 1.7% | |
| METLIFE REL ST VAL 25053 - 0 RELIANCE TRUST COMPANY · EIN 46-6625485 / PN 001 | Common Collective Trust | — | — | $543K | 1.3% | |
| VANGUARD SM CAP VAL INDEX ADM | Registered Investment Companies | — | — | $327K | 0.8% | |
| NUVEEN LC INDEX 2015 R6 | Registered Investment Companies | — | — | $194K | 0.5% | |
| FID GLOBAL EX US INDEX | Registered Investment Companies | — | — | $82K | 0.2% | |
| PIONEER LARGE CAP GROWTH R1 WILMINGTON TRUST COMPANY · EIN 81-4278868 / PN 290 | Common Collective Trust | — | — | $74K | 0.2% | |
| VICTORY ESTABLISHED VALUE R6 | Registered Investment Companies | — | — | $44K | 0.1% | |
| VANGUARD SM CP GR IDX -ADMIRAL | Registered Investment Companies | — | — | $26K | <0.1% | |
| AMERICAN FUNDS EUROPAC GRO- R6 | Registered Investment Companies | — | — | $23K | <0.1% | |
| EMP TRP MID CAP GROWTH INST | Registered Investment Companies | — | — | $19K | <0.1% | |
| FID MID CAP INDEX | Registered Investment Companies | — | — | $17K | <0.1% | |
| BROWN ADV SUST GROWTH INVESTOR 760 REGISTERED INVESTMENT COMPANY PGIM HIGH YIELD FUND R6 | Registered Investment Companies | — | — | $15K | <0.1% | |
| FID SMALL CAP INDEX | Registered Investment Companies | — | — | $8K | <0.1% | |
| DODGE & COX STOCK I | Registered Investment Companies | — | — | $3K | <0.1% |