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Original filing (PDF)20251015161616NAL0006892944001
SCRIBEAMERICA, LLC
Form 5500
FILING_RECEIVED
SCRIBEAMERICA, LLC 401(K) PLAN
401(k) retirement plan
Signals · 2
1 failed disclosure29% in single holding
Active participants
2,222
Accounts w/ balance
201
Plan assets (EOY)
$4.1M
Net assets (EOY)
$4.1M
How this plan invests
This plan
7 pooled trusts
Schedule D
21 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
87
/ 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
85
Concentration risk
86
Total plan cost
100
Vendor stack
100
Participation health
65
Knocking points off
- 1 Schedule C provider failed to disclose compensation.
- Top holding "Registered Investment Companies * Fidelity Advisor Freedom 2050 Fund" is 29% of plan.
- Only 9% as many balances as active participants — suggests many active employees aren't deferring.
Helping the score
- Below-peer total fees (24 bps vs 52 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SCRIBEAMERICA, LLC.
Plan sponsor
Name
SCRIBEAMERICA, LLC
EIN
20-2190415
Address
1200 E LAS OLAS BLVD STE 201 · FORT LAUDERDALE, FL · 333012367
Phone
(877) 488-5479
Industry
All Other Professional Services· 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
2025-10-15
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
3B · Covers self-employed individuals
2G · Total participant-directed accounts
2J · 401(k) feature
2S · Automatic enrollment
Audit & trust (Schedule H)
Auditor
FORVIS MAZARS LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $10K | — |
Failed / refused disclosures (Sched C Part 2)
| Provider | Nondisclosure info |
|---|---|
| — | — |
Investments
17 direct securities · 7 pooled funds· $4.2M(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
$4.1M
17 holdings
Common Collective Trust
$106K
6 holdings
Pooled Separate Account
$0
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Registered Investment Companies * Fidelity Advisor Freedom 2050 Fund | — | — | — | $1.2M | 28.6% | |
| Fidelity Advisor Freedom 2055 Fund | — | — | — | $1.1M | 27.6% | |
| Fidelity Advisor Freedom 2060 Fund | — | — | — | $630K | 15.2% | |
| Fidelity 500 Index Fund | — | — | — | $304K | 7.3% | |
| Fidelity Advisor Freedom 2045 Fund | — | — | — | $274K | 6.6% | |
| Fidelity Advisor Freedom 2040 Fund | — | — | — | $135K | 3.3% | |
| Fidelity Advisor Freedom 2035 Fund | — | — | — | $84K | 2.0% | |
| Fidelity Advisor Total International Index Fund | — | — | — | $51K | 1.2% | |
| Fidelity Advisor Freedom 2065 Fund | — | — | — | $50K | 1.2% | |
| Fidelity Small Cap Index Fund | — | — | — | $47K | 1.1% | |
| Common Collective Trust Funds Putnam Large Cap Value A Fund | — | — | — | $42K | 1.0% | |
| PUTN LARGE CP VAL R1 GREAT GRAY TRUST COMPANY, LLC · EIN 38-4065329 / PN 426 | Common Collective Trust | — | — | $42K | 1.0% | |
| Fidelity Mid Cap Index Fund | — | — | — | $36K | 0.9% | |
| Fidelity Advisor Freedom 2030 Fund | — | — | — | $31K | 0.7% | |
| LRG CAP GRTH III R1 GREAT GRAY TRUST COMPANY, LLC · EIN 38-7275327 / PN 001 | Common Collective Trust | — | — | $30K | 0.7% | |
| Fidelity Advisor Freedom 2025 Fund | — | — | — | $25K | 0.6% | |
| MFS Mid Cap Value Fund A 252 Money Market Fund * Fidelity Government Money Market Fund | — | — | — | $20K | 0.5% | |
| J H INTL ALPHA EQ U GREAT GRAY TRUST COMPANY, LLC · EIN 38-7275329 / PN 001 | Common Collective Trust | — | — | $15K | 0.4% | |
| American Century Small Cap Growth R6 747 * Fidelity US Bond Index Fund 509 * Fidelity Advisor Freedom 2020 Fund 152 * Fidelity Advisor Freedom 2010 Fund 101 * Notes Receivable from Participants Interest rate 9.00%–9.50% | — | — | — | $11K | 0.3% | |
| GG FAM CORE PL FI U GREAT GRAY TRUST COMPANY, LLC · EIN 38-7275325 / PN 001 | Common Collective Trust | — | — | $11K | 0.3% | |
| J H ENTERPRISE U GREAT GRAY TRUST COMPANY, LLC · EIN 38-7289853 / PN 001 | Common Collective Trust | — | — | $8K | 0.2% | |
| PIMCO RAE US Small Instl Fund | — | — | — | $6K | 0.1% | |
| GG MFS MID CP VAL 2W GREAT GRAY TRUST COMPANY, LLC · EIN 38-4139822 / PN 616 | Common Collective Trust | — | — | $252 | <0.1% | |
| SEPARATE ACCOUNT NUMBER SA1 MUTUAL OF AMERICA · EIN 13-1614399 / PN 001 | Pooled Separate Account | — | — | $0 | <0.1% |
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