How big is Storm Industries, Inc.'s plan?

Storm Industries, Inc.'s plan reported $26.1M in assets and 144 participants for 2024.

Original filing (PDF)20250721123357NAL0003748242001

Storm Industries, Inc.

Name: Storm Industries, Inc. — Storm Industries Inc. 401 K, Form 5500 (2024)
Creator: Storm Industries, Inc.
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Storm Industries Inc. 401 K Plan

401(k) retirement plan · Storm Industries, Inc.'s Storm Industries Inc. 401 K Plan held $26.1M in plan assets for 144 participants in 2024, with T. Rowe Price as recordkeeper.

Active participants

144

Accounts w/ balance

176

Plan assets (EOY)

$26.1M

Net assets (EOY)

$26.1M

Plan identifiers

Storm Industries, Inc.'s EIN is 95-3119382.

EIN 95-3119382

Plan number 002

Plan year 2024

ACK ID 20250721123357NAL0003748242001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Storm Industries, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Storm Industries, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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How this plan invests

This plan

1 pooled trust

Schedule D

35 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

Above-average plan

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool.

Compliance & integrity

100

Total plan cost

Plan health

Vendor & structure

100

Helping the score

High average account balance (89th percentile).

Plan sponsor

Name

STORM INDUSTRIES, INC.

EIN

all filings

Address

970 W 190TH STREET SUITE 995 · TORRANCE, CA · 90502

Phone

(310) 534-5232

Industry

Manufacturing

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-07-21

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)

3H · Sponsor in controlled / affiliated group

Service providers (Schedule C)

3 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
T. ROWE PRICE	52-1309931	—	RECORDKEEPER	$13K	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
LOCKTON INVESTMENT SECURITIES LLC	—	KANSAS CITY, MO	INVESTMENT ADVISORY	$51K	—

Other service providers

Investments

35 direct securities · 1 pooled fund· $26.1M(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.

Other securities

$18.2M

21 holdings

Mutual Funds

$3.4M

12 holdings

Common Collective Trusts

$2.3M

1 holding

Common Collective Trust

$1.9M

1 holding

Bonds / Notes

$250K

1 holding

					% of plan
T. Rowe Price Spectrum Conserv Alloc I Mutual Fund	Other securities	—	—	$4.8M	18.5%
T. Rowe Price Spectrum Mod Grow Alloc I Mutual Fund	Other securities	—	—	$4.6M	17.8%
Fidelity Total Market Index Mutual Fund	Common Collective Trusts	—	—	$2.3M	8.8%
STABLE VALUE T. ROWE PRICE · EIN 52-1309931 / PN 001	Common Collective Trust	—	—	$1.9M	7.1%
Principal Largecap Growth I R6 Mutual Fund	Other securities	—	—	$1.6M	6.2%
T. Rowe Price Science & Technology I Mutual Fund	Other securities	—	—	$1.6M	6.1%
JPMorgan Equity Income R6 Mutual Fund	Other securities	—	—	$1.2M	4.7%
Fidelity Mid Cap Index Mutual Fund	Mutual Funds	—	—	$1.1M	4.2%
American Century 1 Choice 2030 R6 Mutual Fund	Other securities	—	—	$886K	3.4%
T. Rowe Price Spectrum Moderate Alloc I Mutual Fund	Other securities	—	—	$723K	2.8%
Invesco Discv Mid Cap Gr R6 Mutual Fund	Mutual Funds	—	—	$607K	2.3%
T. Rowe Price Health Sciences I Mutual Fund	Other securities	—	—	$578K	2.2%
American Century 1 Choice 2045 R6 Mutual Fund	Other securities	—	—	$526K	2.0%
American Century 1 Choice 2040 R6 Mutual Fund	Other securities	—	—	$370K	1.4%
T. Rowe Price Government Money I Mutual Fund	Other securities	—	—	$344K	1.3%
Fidelity Small Cap Index Mutual Fund	Mutual Funds	—	—	$322K	1.2%
Invesco Small Cap Growth R6 Mutual Fund	Mutual Funds	—	—	$272K	1.0%
Participant Loans to participants, bearing interest ranging from 5.25% to 10.50%	Bonds / Notes	—	—	$250K	1.0%
PIMCO Income Instl Mutual Fund	Mutual Funds	—	—	$227K	0.9%
American Funds Europacific Growth R6 Mutual Fund	Mutual Funds	—	—	$222K	0.9%
American Century 1 Choice 2025 R6 Mutual Fund	Other securities	—	—	$214K	0.8%
Fidelity Total Intl Index Mutual Fund	Mutual Funds	—	—	$176K	0.7%
American Century 1 Choice 2050 R6 Mutual Fund	Other securities	—	—	$160K	0.6%
American Century 1 Choice In Ret R6 Mutual Fund	Other securities	—	—	$155K	0.6%
DFA US Targeted Value Portfolio Mutual Fund	Mutual Funds	—	—	$146K	0.6%
MFS Mid Cap Value R6 Mutual Fund	Mutual Funds	—	—	$139K	0.5%
American Century 1 Choice 2060 R6 Mutual Fund	Other securities	—	—	$126K	0.5%
Fidelity US Bond Index Mutual Fund	Mutual Funds	—	—	$112K	0.4%
American Century 1 Choice 2035 R6 Mutual Fund	Other securities	—	—	$91K	0.3%
Invesco Developing Mkts R6 Mutual Fund	Mutual Funds	—	—	$87K	0.3%
Victory Trivalent International Sm-Cp I Mutual Fund	Other securities	—	—	$70K	0.3%
American Century 1 Choice 2055 R6 Mutual Fund	Other securities	—	—	$60K	0.2%
MFS Utilities R Mutual Fund	Mutual Funds	—	—	$45K	0.2%
American Century 1 Choice 2065 R6 Mutual Fund	Other securities	—	—	$10K	<0.1%
John Hancock Bond R6 Mutual Fund	Other securities	—	—	$5K	<0.1%
T. Rowe Price Government Money Inv Mutual Fund	Other securities	—	—	$4K	<0.1%