Back to filter
Original filing (PDF)20251015121346NAL0002269075001
BITZER SCROLL, INC.
Form 5500
FILING_RECEIVED
BITZER SCROLL, INC. 401(K) PLAN
401(k) retirement plan
Active participants
161
Accounts w/ balance
201
Plan assets (EOY)
$12.3M
Net assets (EOY)
$12.3M
How this plan invests
This plan
1 pooled trust
Schedule D
34 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 BITZER SCROLL, INC..
Plan sponsor
Name
BITZER SCROLL, INC.
EIN
20-8255529
Address
6055 COURT STREET ROAD · SYRACUSE, NY · 13206
Phone
(315) 463-2101
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
2025-10-15
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)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
FUSTCHARLES LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER LIFE & ANNUITY INSURANCE | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $8K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LPL FINANCIAL | — | SAN DIEGO, CA | INVESTMENT ADVISOR | $23K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $5K | — |
Investments
33 direct securities · 1 pooled fund· $12.2M(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.
Uncategorized
$12.2M
33 holdings
Pooled Separate Account
$0
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity 500 Index Pooled Separate Account - 10,561 units | — | — | — | $2.2M | 17.6% | |
| T. Rowe Price Retirement 2025 I Pooled Separate Account - 104,967 units | — | — | — | $1.7M | 14.2% | |
| Key Guaranteed Portfolio Fund Guaranteed Investment Contract - rate of 2.50% | — | — | — | $1.7M | 13.7% | |
| Fidelity Small Cap Index Pooled Separate Account - 27,505 units | — | — | — | $761K | 6.2% | |
| Empower SDB Self-directed brokerage account | — | — | — | $755K | 6.2% | |
| T. Rowe Price Retirement 2035 I Pooled Separate Account - 35,518 units | — | — | — | $748K | 6.1% | |
| JP Morgan Large Cap Growth R6 Pooled Separate Account - 7,782 units | — | — | — | $652K | 5.3% | |
| T. Rowe Price Retirement 2055 I Pooled Separate Account - 24,269 units | — | — | — | $483K | 3.9% | |
| Carillon Eagle Mid Cap Growth R6 Pooled Separate Account - 5,979 units | — | — | — | $466K | 3.8% | |
| American Funds EuroPacific Growth R6 Pooled Separate Account - 7,891 units | — | — | — | $424K | 3.5% | |
| JP Morgan Equity Income R6 Pooled Separate Account - 15,840 units | — | — | — | $379K | 3.1% | |
| MFS Intl Diversification R6 Pooled Separate Account - 12,135 units | — | — | — | $277K | 2.3% | |
| T. Rowe Price Retirement 2030 I Pooled Separate Account - 9,686 units | — | — | — | $248K | 2.0% | |
| Fidelity Mid Cap Index Pooled Separate Account - 4,767 units | — | — | — | $161K | 1.3% | |
| Victory Sycamore Established Value R6 Pooled Separate Account - 3,024 units | — | — | — | $139K | 1.1% | |
| American Funds New World R6 Pooled Separate Account - 1,697 units | — | — | — | $131K | 1.1% | |
| PGIM Total Return R6 Pooled Separate Account - 10,640 units | — | — | — | $126K | 1.0% | |
| T. Rowe Price Retirement 2045 I Pooled Separate Account - 5,592 units | — | — | — | $124K | 1.0% | |
| T. Rowe Price Retirement 2050 I Pooled Separate Account - 5,453 units | — | — | — | $103K | 0.8% | |
| American Funds New Perspective R6 Pooled Separate Account - 1,357 units | — | — | — | $84K | 0.7% | |
| T. Rowe Price Retirement 2040 I Pooled Separate Account - 2,285 units | — | — | — | $70K | 0.6% | |
| Virtus Duff & Phelps Real Estate Sec R6 Pooled Separate Account - 3,610 units | — | — | — | $68K | 0.6% | |
| Allspring Special Small Cap Value R6 Pooled Separate Account - 1,593 units | — | — | — | $64K | 0.5% | |
| Notes receivable from participants Interest rates ranging from 5.25% to 10.50% - | — | — | — | $51K | 0.4% | |
| T. Rowe Price Retirement 2020 I Pooled Separate Account - 2,720 units | — | — | — | $51K | 0.4% | |
| T. Rowe Price Retirement 2065 I Pooled Separate Account - 3,824 units | — | — | — | $49K | 0.4% | |
| Empower Multi-Sector Bond Inst Pooled Separate Account - 3,772 units | — | — | — | $47K | 0.4% | |
| American Funds American Balanced R6 Pooled Separate Account - 1,230 units | — | — | — | $42K | 0.3% | |
| PGIM High-Yield R6 Pooled Separate Account - 6,748 units | — | — | — | $32K | 0.3% | |
| T. Rowe Price Retirement 2015 I Pooled Separate Account - 2,015 units | — | — | — | $25K | 0.2% | |
| PGIM Global Total Return R6 Pooled Separate Account - 4,860 units | — | — | — | $25K | 0.2% | |
| American Century Small Cap Growth R6 Pooled Separate Account - 625 units | — | — | — | $14K | 0.1% | |
| PIMCO Real Return Instl Pooled Separate Account - 728 units | — | — | — | $7K | <0.1% | |
| FUTURE FUNDS SERIES ACCOUNT II GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY OF NY · EIN 93-1225432 / PN 001 | Pooled Separate Account | — | — | $0 | <0.1% |