Back to filter
Original filing (PDF)20250821125257NAL0002107603001
SCIENTIFIC APPLICATIONS & RESEARCH ASSOCIATES, INC.
Form 5500
FILING_RECEIVED
SARA 401(K) PROFIT SHARING PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
277
Accounts w/ balance
324
Plan assets (EOY)
$43.7M
Net assets (EOY)
$43.7M
How this plan invests
This plan
1 pooled trust
Schedule D
33 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
98
/ 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
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SCIENTIFIC APPLICATIONS & RESEARCH ASSOCIATES, INC..
Plan sponsor
Name
SCIENTIFIC APPLICATIONS & RESEARCH ASSOCIATES, INC.
EIN
95-4223342
Address
6300 GATEWAY DR. · CYPRESS, CA · 906304844
Phone
(719) 466-8964
Industry
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
2025-08-21
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
WRIGHT FORD YOUNG & CO
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsAdvisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| USI ADVISORS, INC. | 06-1397347 | — | INVESTMENT ADVISORY | $28K | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $69K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MORNINGSTAR INVESTMENT MANAGEMENT L | 36-4317381 | — | INV ADV, PARTICIPANTS | $0 | — |
Investments
32 direct securities · 1 pooled fund· $43.8M(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.
Uncategorized
$43.7M
32 holdings
Common Collective Trust
$68K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Group Vanguard 500 Index Admiral Fund | — | — | — | $6.6M | 15.0% | |
| American Funds Service Company American Funds Target Date Retirement 2040 R6 Fund | — | — | — | $4.6M | 10.6% | |
| American Funds Service Company American Funds Target Date Retirement 2045 R6 Fund | — | — | — | $4.6M | 10.4% | |
| American Funds Service Company American Funds Target Date Retirement 2035 R6 Fund | — | — | — | $3.8M | 8.7% | |
| American Funds Service Company American Funds Target Date Retirement 2050 R6 Fund | — | — | — | $3.3M | 7.5% | |
| American Funds Service Company American Funds Target Date Retirement 2020 R6 Fund | — | — | — | $3.0M | 6.9% | |
| American Funds Service Company American Funds Target Date Retirement 2055 R6 Fund | — | — | — | $2.9M | 6.7% | |
| American Funds Service Company American Funds Target Date Retirement 2025 R6 Fund | — | — | — | $2.8M | 6.4% | |
| American Funds Service Company American Funds Target Date Retirement 2030 R6 Fund | — | — | — | $2.7M | 6.2% | |
| MFS Investment Management MFS Growth R6 Fund | — | — | — | $1.6M | 3.7% | |
| American Funds Service Company American Funds Target Date Retirement 2060 R6 Fund | — | — | — | $1.6M | 3.6% | |
| Vanguard Group Vanguard Mid-Cap Index Admiral Fund | — | — | — | $902K | 2.1% | |
| American Funds Service Company American Funds Target Date Retirement 2070 R6 Fund ** 185 Goldman Sachs Goldman Sachs Fin Sq Gov R6 Fund | — | — | — | $853K | 2.0% | |
| PIMCO Funds PIMCO Income Institutional Fund | — | — | — | $583K | 1.3% | |
| Vanguard Group Vanguard Small-Cap Index Admiral Fund | — | — | — | $477K | 1.1% | |
| JP Morgan Asset Management JP Morgan Core Plus Bond R6 Fund | — | — | — | $461K | 1.1% | |
| American Funds Service Company American Funds Target Date Retirement 2065 R6 Fund | — | — | — | $423K | 1.0% | |
| Dimensional Fund Advisors DFA US Small Cap Value I Fund | — | — | — | $339K | 0.8% | |
| Macquarie Mid Cap Growth R6 Fund | — | — | — | $299K | 0.7% | |
| Vanguard Group Vanguard Total Intl Stock Index Admiral Fund | — | — | — | $290K | 0.7% | |
| Notes Receivable From Participants * Participant Loans Interest rates ranging from 4.25% - 9.50% - | — | — | — | $262K | 0.6% | |
| Capital Research and Management Company American Funds New World R6 Fund | — | — | — | $260K | 0.6% | |
| MFS Investment Management MFS International Diversification R6 Fund | — | — | — | $205K | 0.5% | |
| Vanguard Group Vanguard Selected Value Inv Fund | — | — | — | $204K | 0.5% | |
| MFS Investment Management MFS Value R6 Fund | — | — | — | $194K | 0.4% | |
| Vanguard Group Vanguard Interim-Term Bond Index Admiral Fund | — | — | — | $186K | 0.4% | |
| Cohen & Steers Cohen & Steers Real Estate Securities Z Fund | — | — | — | $136K | 0.3% | |
| Baron Capital Baron Capital R6 Fund | — | — | — | $109K | 0.2% | |
| (E) | — | — | — | $68K | 0.2% | |
| PRINCIPAL STABLE VALUE Z FUND PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 93-6274328 / PN 001 | Common Collective Trust | — | — | $68K | 0.2% | |
| party rate of interest, collateral, par, or maturity value Cost Current Value Registered Investment Companies American Funds Service Company American Funds Target Date Retirement 2010 R6 Fund | — | — | — | $28K | <0.1% | |
| (E) | — | — | $28K | $1K | <0.1% | |
| American Funds Service Company American Funds Target Date Retirement 2015 R6 Fund | — | — | — | $1K | <0.1% |