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Original filing (PDF)20251002095210NAL0000274849001
SCA, INC.
Form 5500
FILING_RECEIVED
SCA, INC. 401(K) PLAN
401(k) retirement plan
Signals · 2
29% in single holdingNo recordkeeper disclosed
Active participants
150
Accounts w/ balance
135
Plan assets (EOY)
$1.7M
Net assets (EOY)
$1.7M
How this plan invests
This plan
1 pooled trust
Schedule D
27 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
89
/ 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
86
Total plan cost
75
Vendor stack
80
Participation health
100
Knocking points off
- Top holding "Hartford Balanced Income Fund Pooled Separate Account NR" is 29% of plan.
- No recordkeeper disclosed on Schedule C.
Helping the score
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SCA, INC..
Plan sponsor
Name
SCA, INC.
EIN
20-0701541
Address
764 WEST VETERANS BLVD. · AUBURN, AL · 36832
Phone
(334) 887-6720
Industry
Manufacturingsee all
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
2025-10-02
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2J · 401(k) feature
2K · 401(m) arrangement
2G · Total participant-directed accounts
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
APRIO LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
No Schedule C providers reportedInvestments
27 direct securities · 1 pooled fund· $3.4M(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
Uncategorized
$1.7M
27 holdings
Pooled Separate Account
$1.6M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| SEPARATE ACCOUNT 401 TALCOTT RESOLUTION LIFE INSURANCE COMPANY · EIN 06-0974148 / PN 000 | Pooled Separate Account | — | — | $1.6M | 95.1% | |
| Hartford Balanced Income Fund Pooled Separate Account NR | — | — | — | $494K | 28.6% | |
| Alger Capital Appreciation Institutional Fund Pooled Separate Account NR | — | — | — | $160K | 9.3% | |
| BlackRock S&P 500 Index V.I. Fund Pooled Separate Account NR | — | — | — | $123K | 7.1% | |
| JPMorgan U.S. Equity Fund Pooled Separate Account NR | — | — | — | $93K | 5.4% | |
| Franklin High Income Fund Pooled Separate Account NR | — | — | — | $81K | 4.7% | |
| BNYM Mellon NSL Aggregate Bond Index Fund Pooled Separate Account NR | — | — | — | $65K | 3.7% | |
| Franklin Small Cap Value Fund Pooled Separate Account NR | — | — | — | $60K | 3.5% | |
| Guaranteed Interest Account Investment Contract NR | — | — | — | $58K | 3.4% | |
| PIMCO Total Return Fund Pooled Separate Account NR | — | — | — | $58K | 3.3% | |
| Lord Abbett Total Return Fund Pooled Separate Account NR | — | — | — | $56K | 3.3% | |
| JPMorgan SmartRetirement 2025 Fund Pooled Separate Account NR | — | — | — | $43K | 2.5% | |
| Invesco Global Fund Pooled Separate Account NR | — | — | — | $41K | 2.4% | |
| American Funds Fundamental Investors Fund Pooled Separate Account NR | — | — | — | $41K | 2.4% | |
| MFS Massachusetts Investors Fund Pooled Separate Account NR | — | — | — | $39K | 2.2% | |
| Virtus Ceredex Large-Cap Value Equity Fund Pooled Separate Account NR | — | — | — | $36K | 2.1% | |
| American Funds EuroPacific Growth Fund Pooled Separate Account NR | — | — | — | $35K | 2.0% | |
| MFS Research International Fund Pooled Separate Account NR | — | — | — | $34K | 2.0% | |
| Invesco Dividend Income Fund Pooled Separate Account NR | — | — | — | $34K | 2.0% | |
| Invesco International Diversified Fund Pooled Separate Account NR | — | — | — | $29K | 1.7% | |
| JPMorgan SmartRetirement Income Fund Pooled Separate Account NR | — | — | — | $29K | 1.7% | |
| Various, bearing interest from * Participant loans 8.00% - 8.50% - | — | — | — | $27K | 1.5% | |
| JPMorgan SmartRetirement 2045 Fund Pooled Separate Account NR | — | — | — | $25K | 1.5% | |
| Virtus Ceredex Mid-Cap Value Equity Fund Pooled Separate Account NR | — | — | — | $23K | 1.3% | |
| MFS New Discovery Fund Pooled Separate Account NR | — | — | — | $16K | 0.9% | |
| JPMorgan SmartRetirement 2055 Fund Pooled Separate Account NR | — | — | — | $13K | 0.7% | |
| JPMorgan SmartRetirement 2035 Fund Pooled Separate Account NR 55 JPMorgan SmartRetirement 2040 Fund Pooled Separate Account NR | — | — | — | $11K | 0.6% | |
| JPMorgan SmartRetirement 2050 Fund Pooled Separate Account NR | — | — | — | $4K | 0.2% |