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Original filing (PDF)20250910174811NAL0013318995001
SUREFIRE, LLC
Form 5500
FILING_RECEIVED
SUREFIRE, LLC 401(K) PLAN
401(k) retirement plan
Active participants
375
Accounts w/ balance
282
Plan assets (EOY)
$23.7M
Net assets (EOY)
$23.7M
How this plan invests
This plan
4 pooled trusts
Schedule D
30 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
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SUREFIRE, LLC.
Plan sponsor
Name
SUREFIRE, LLC
EIN
95-4837677
Address
18300 MT. BALDY CIRCLE · FOUNTAIN VALLEY, CA · 92708
Phone
(714) 545-9444
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
2025-09-10
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)
3F · Sponsor used leased employees
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
HASKELL & WHITE, LLP
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 | $26K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| KESTRA INVESTMENT SERVICES LLC | 35-2552359 | — | ADVISOR | $55K | — |
Investments
28 direct securities · 4 pooled funds· $24.8M(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
$21.1M
28 holdings
Common Collective Trust
$3.7M
4 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity Investments Fidelity Advisor Freedom 2030 Fund Class K6 | — | — | — | $2.8M | 11.8% | |
| Fidelity Investments Fidelity 500 Index Fund | — | — | — | $2.7M | 11.5% | |
| Fidelity Investments Fidelity Advisor Freedom 2035 Fund Class K6 | — | — | — | $2.5M | 10.4% | |
| STABLE VALUE FUND R1 GREAT GRAY TRUST COMPANY · EIN 85-4031707 / PN 653 | Common Collective Trust | — | — | $2.3M | 9.8% | |
| JP Morgan JPMorgan Large Cap Growth Fund | — | — | — | $1.6M | 6.9% | |
| Fidelity Investments Fidelity Advisor Freedom 2045 Fund Class K6 | — | — | — | $1.4M | 5.8% | |
| Putnam Investment Large Cap Value Fund Fee Class R1 | — | — | — | $1.2M | 5.2% | |
| PUTN LARGE CP VAL R1 GREAT GRAY TRUST COMPANY, LLC · EIN 38-4065329 / PN 426 | Common Collective Trust | — | — | $1.2M | 5.2% | |
| Fidelity Investments Fidelity Advisor Freedom 2020 Fund Class K6 | — | — | — | $1.0M | 4.2% | |
| Fidelity Investments Fidelity Advisor Freedom 2025 Fund Class K6 | — | — | — | $952K | 4.0% | |
| Fidelity Investments Fidelity Advisor Freedom 2010 Fund Class K6 | — | — | — | $891K | 3.8% | |
| Fidelity Investments Fidelity U.S. Bond Index Fund | — | — | — | $662K | 2.8% | |
| Fidelity Investments Fidelity Advisor Freedom 2040 Fund Class K6 | — | — | — | $620K | 2.6% | |
| JP Morgan JPMorgan Mid Cap Growth R6 | — | — | — | $565K | 2.4% | |
| Fidelity Investments Fidelity Advisor Freedom 2015 Fund Class K6 | — | — | — | $532K | 2.2% | |
| T. Rowe Price Mid Cap Growth Fund R1 ** - JP Morgan JPMorgan Small Cap Growth Fund - Class R6 | — | — | — | $508K | 2.1% | |
| Fidelity Investments Fidelity Advisor Freedom 2050 Fund Class K6 | — | — | — | $464K | 2.0% | |
| Fidelity Investments Fidelity Advisor Freedom 2055 Fund Class K6 | — | — | — | $384K | 1.6% | |
| Fidelity Investments Fidelity Small Cap Index Fund | — | — | — | $381K | 1.6% | |
| Participant Loans Interest Rate at 4.25% - 9.50%; maturity dates through 2029 - | — | — | — | $372K | 1.6% | |
| Fidelity Investments Fidelity Advisor International Small Cap Fund Class Z ** 114746 Victory Sycamore Established Value Fund Class R6 | — | — | — | $348K | 1.5% | |
| Fidelity Investments Fidelity Mid Cap Index Fund | — | — | — | $334K | 1.4% | |
| Fidelity Investments Fidelity Advisor Freedom Income Fund Class K6 | — | — | — | $292K | 1.2% | |
| AC SMALL CAP VALUE GREAT GRAY TRUST COMPANY, LLC · EIN 38-4126250 / PN 554 | Common Collective Trust | — | — | $159K | 0.7% | |
| Fidelity Investments Fidelity Advisor Total Bond Fund Class Z | — | — | — | $136K | 0.6% | |
| Victory RS International Fund Class R6 | — | — | — | $130K | 0.5% | |
| Fidelity Investments Fidelity Advisor Emerging Markets Fund Z | — | — | — | $68K | 0.3% | |
| Fidelity Investments Fidelity Advisor Freedom 2065 Fund Class K6 | — | — | — | $62K | 0.3% | |
| Fidelity Investments Fidelity Advisor Freedom 2060 Fund Class K6 | — | — | — | $59K | 0.2% | |
| JP Morgan JPMorgan Global Bond - Class R6 | — | — | — | $49K | 0.2% | |
| Fidelity Investments Fidelity international Index Fund | — | — | — | $34K | 0.1% | |
| MID CAP GROWTH R1 GREAT GRAY TRUST COMPANY · EIN 38-4126247 / PN 549 | Common Collective Trust | — | — | $0 | <0.1% |
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