Original filing (PDF)20251015081729NAL0005659776001

The State Group Industrial USA Limited

Name: The State Group Industrial USA Limited — Form 5500 Plan 001 (2024)
Creator: The State Group Industrial USA Limited
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

The State Group Industrial (USA) Limited 401(k) Plan

401(k) retirement plan · The State Group Industrial USA Limited's The State Group Industrial (USA) Limited 401(k) Plan held $16.2M in plan assets for 235 participants in 2024, with John Hancock as recordkeeper.

Signals · 1

29% in single holding

Active participants

235

Accounts w/ balance

252

Plan assets (EOY)

$16.2M

Net assets (EOY)

$16.2M

How this plan invests

This plan

4 pooled trusts

Schedule D

24 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

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for THE STATE GROUP INDUSTRIAL USA LIMITED.

Plan sponsor

Name

THE STATE GROUP INDUSTRIAL USA LIMITED

EIN

98-0361702all filings

Address

13800 HIGHWAY 57 · EVANSVILLE, IN · 47725

Phone

(812) 868-5800

Industry

All Other Professional Services· Professional & Technical Services

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

2025-10-15

Pension benefit codes

2E · Profit-sharing

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2F · ERISA section 404(c)

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

2T · Default investment account (QDIA)

Audit & trust (Schedule H)

Service providers (Schedule C)

5 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
JOHN HANCOCK	01-0233346	—	NONE	$33K	—

Other service providers

Name	EIN	Location	Relation	Direct comp	Indirect comp
FINANCIAL FITNESS FOR LIFE	—	OVERLAND PARK, KS	NONE	$9K	—
NWPS

Investments

24 direct securities · 4 pooled funds· $16.0M(99% 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.

Mutual Funds

$13.6M

18 holdings

Other securities

$1.7M

4 holdings

Common Collective Trusts

$424K

1 holding

Common Collective Trust

$120K

4 holdings

Stable Value

$112K

1 holding

					% of plan
American Funds American Funds 2035 Target Date R6	Mutual Funds	—	—	$4.7M	29.0%
American Funds American Funds 2030 Target Date R6	Mutual Funds	—	—	$2.2M	13.4%
T. Rowe Price T. Rowe Price Blue Chip Growth I	Other securities	—	—	$1.6M	9.9%
American Funds American Funds 2040 Target Date R6	Mutual Funds	—	—	$1.6M	9.6%
American Funds American Funds 2045 Target Date R6	Mutual Funds	—	—	$1.5M	9.3%
American Funds American Funds 2025 Target Date R6	Mutual Funds	—	—	$969K	6.0%
American Funds American Funds 2060 Target Date R6	Mutual Funds	—	—	$910K	5.6%
American Funds American Funds 2050 Target Date R6	Mutual Funds	—	—	$848K	5.2%
American Funds American Funds 2055 Target Date R6	Mutual Funds	—	—	$762K	4.7%
Fidelity Investments Fidelity 500 Index	Common Collective Trusts	—	—	$424K	2.6%
MetLife Stable Value MetLife Stable Value 25554 Cl J	Stable Value	—	—	$112K	0.7%
American Funds American Funds Wash Mutual Inv R6	Mutual Funds	—	—	$103K	0.6%
JP Morgan JPMorgan US Govt MMkt Cap	Other securities	—	—	$103K	0.6%
FIDUCIARY INVESTMENT TRUST AGGRESSI COMERICA BANK & TRUST, NATIONAL ASSOCIATION · EIN 47-6646422 / PN 001	Common Collective Trust	—	—	$61K	0.4%
Fidelity Investments Fidelity Mid Cap Index	Mutual Funds	—	—	$47K	0.3%
FIDUCIARY INVESTMENT TRUST GROWTH P COMERICA BANK & TRUST, NATIONAL ASSOCIATION · EIN 47-6649174 / PN 001	Common Collective Trust	—	—	$31K	0.2%
FIDUCIARY INVESTMENT TRUST BALANCED COMERICA BANK & TRUST, NATIONAL ASSOCIATION · EIN 47-6652256 / PN 001	Common Collective Trust	—	—	$21K	0.1%
MFS Global Real Estate R6	Mutual Funds	—	—	$19K	0.1%
American Funds American Funds EUPAC R6	Mutual Funds	—	—	$15K	<0.1%
Fidelity Investments Fidelity Small Cap Index	Mutual Funds	—	—	$12K	<0.1%
American Funds American Funds Small Cap World R6	Mutual Funds	—	—	$8K	<0.1%
FIDUCIARY INVESTMENT TRUST MODERATE COMERICA BANK & TRUST, NATIONAL ASSOCIATION · EIN 47-6655437 / PN 001	Common Collective Trust	—	—	$7K	<0.1%
American Century American Century Emerging Markets R6	Other securities	—	—	$7K	<0.1%
American Funds American Funds 2020 Target Date R6	Mutual Funds	—	—	$6K	<0.1%
Fidelity Investments Fidelity US Bond Index	Mutual Funds	—	—	$5K	<0.1%
PIMCO Intl Bond (USD-Hedged) INST	Mutual Funds	—	—	$4K	<0.1%
Western Asset Western Asset Core Plus Bond Fund	Other securities	—	—	$3K	<0.1%
American Funds American Funds 2010 Target Date R6	Mutual Funds	—	—	$1K	<0.1%