Original filing (PDF)20251015084045NAL0004091105001

SCULLY COMPANY

Name: SCULLY COMPANY — SCULLY COMPANY 401(K)/PROFIT SHARING PLAN, Form 5500 (2024)
Creator: SCULLY COMPANY

Form 5500

FILING_RECEIVED

SCULLY COMPANY 401(K)/PROFIT SHARING PLAN

401(k) retirement plan

Signals · 1

No recordkeeper disclosed

Active participants

285

Accounts w/ balance

301

Plan assets (EOY)

$15.1M

Net assets (EOY)

$15.0M

How this plan invests

This plan

1 collective trust

Schedule D

Individual securities

on each trust's filing

This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.

Plan health score (directional)

/ 100

Grade B

Above-average plan

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 SCULLY COMPANY.

Plan sponsor

Name

SCULLY COMPANY

EIN

23-1604780

Address

801 OLD YORK ROAD · NOBLE PLAZA · JENKINTOWN, PA · 19046

Phone

(215) 887-8400

Industry

Real Estatesee 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

2A · Age/service weighted or new comparability

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)

Service providers (Schedule C)

3 rows

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
LEGACY ADVISORS LLC	06-1659806	—	INVESTMENT ADVISORY	$130	—

TPA / Administrator

Name	EIN	Location	Relation	Direct comp	Indirect comp
PRINCIPAL LIFE INSURANCE COMPANY	42-0127290	—	CONTRACT ADMINISTRATOR	$75K	—

Other

Name	EIN	Location	Relation	Direct comp

Investments

1 pooled fund· $0(0% 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.

Investment	Type	Current value	% of plan
JOHN HANCOCK STABLE VAL JOHN HANCOCK USA · EIN 01-0233346 / PN 000	Pooled Separate Account	$0	<0.1%

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