Original filing (PDF)20250909154506NAL0043705618001

SC&H GROUP, INC.

Name: SC&H GROUP, INC. — SC&H GROUP, INC. EMPLOYEE STOCK OWNERSHIP PLAN, Form 5500 (2024)
Creator: SC&H GROUP, INC.

Form 5500

FILING_RECEIVED

SC&H GROUP, INC. EMPLOYEE STOCK OWNERSHIP PLAN

Defined-contribution retirement plan

Signals · 2

91% in single holdingNo recordkeeper disclosed

Active participants

303

Accounts w/ balance

389

Plan assets (EOY)

$54.8M

Net assets (EOY)

$47.0M

How this plan invests

This plan

2 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score (directional)

/ 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

Total plan cost

Vendor stack

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SC&H GROUP, INC..

Plan sponsor

Name

SC&H GROUP, INC.

EIN

20-5991824

Address

910 RIDGEBROOK RD · SPARKS, MD · 211529480

Phone

(410) 403-1563

Industry

Professional & Technical Servicessee 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

2025-09-09

Pension benefit codes

2I · Stock bonus

2P · Leveraged ESOP

2Q · S-corporation ESOP

3I · Requires investment in employer securities

Audit & trust (Schedule H)

Auditor

SMITH ELLIOTT KEARNS & COMPANY, LLC

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

No Schedule C providers reported

Investments

2 direct securities· $54.8M(100% of reported assets)

PI	Investment	Type	Shares / units	Cost	Current value	% of plan
	SC&H Group, Inc.	—	470,035	$23.0M	$49.7M	90.6%
	Federated	—	5,156,048	—	$5.2M	9.4%

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