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Original filing (PDF)20251013101934NAL0002389634001
SCEPTER, INC.
Form 5500
FILING_RECEIVED
SCEPTER, INC. 401(K) PLAN
401(k) retirement plan
Signals · 1
34% in single holding
Active participants
345
Accounts w/ balance
421
Plan assets (EOY)
$14.0M
Net assets (EOY)
$14.0M
How this plan invests
This plan
42 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
97
/ 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
83
Total plan cost
100
Vendor stack
100
Participation health
100
Knocking points off
- Top holding "Fidelity 500 Index Fund" is 34% of plan.
Helping the score
- Below-peer total fees (10 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SCEPTER, INC..
Plan sponsor
Name
SCEPTER, INC.
EIN
27-2227633
Address
1485 SCEPTER LANE · WAVERLY, TN · 37185
Phone
(931) 535-3565
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
2025-10-13
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
3D · Pre-approved plan (master / prototype / VS)
2R · Participant-directed brokerage (SDBA)
Audit & trust (Schedule H)
Auditor
CROWE 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 | $14K | — |
Investments
42 direct securities· $14.0M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity 500 Index Fund | — | — | — | $4.8M | 34.1% | |
| Fidelity Select Software and IT Services Portfolio | — | — | — | $1.8M | 12.9% | |
| Fidelity Government Money Market Fund | — | — | — | $1.1M | 7.6% | |
| Fidelity Freedom 2040 Fund | — | — | — | $678K | 4.8% | |
| Prudential Jennison Mid Cap Growth Fund A | — | — | — | $580K | 4.1% | |
| Fidelity Freedom 2045 Fund | — | — | — | $476K | 3.4% | |
| Fidelity Freedom 2050 Fund | — | — | — | $469K | 3.3% | |
| Fidelity Contrafund | — | — | — | $460K | 3.3% | |
| Fidelity Total Market Index Fund | — | — | — | $432K | 3.1% | |
| Fidelity Freedom 2055 Fund | — | — | — | $397K | 2.8% | |
| Fidelity BrokerageLink | — | — | — | $330K | 2.4% | |
| Fidelity Freedom 2060 Fund | — | — | — | $279K | 2.0% | |
| Fidelity Select Defense & Aero Portfolio | — | — | — | $249K | 1.8% | |
| Fidelity Freedom 2035 Fund | — | — | — | $226K | 1.6% | |
| Fidelity Select IT Services Portfolio | — | — | — | $216K | 1.5% | |
| Invesco Diversified Dividend Fund | — | — | — | $161K | 1.1% | |
| Fidelity Freedom 2030 Fund | — | — | — | $151K | 1.1% | |
| Permanent Portfolio Fund | — | — | — | $128K | 0.9% | |
| Fidelity Select Commercial Services Portfolio | — | — | — | $115K | 0.8% | |
| Victory Established Value Fund A | — | — | — | $107K | 0.8% | |
| Fidelity Select Biotechnology Portfolio | — | — | — | $105K | 0.7% | |
| T. Rowe Price Dividend Growth Fund | — | — | — | $98K | 0.7% | |
| Fidelity Freedom 2065 Fund | — | — | — | $88K | 0.6% | |
| Fidelity Extended Market Index Fund | — | — | — | $78K | 0.6% | |
| Janus Triton Fund T | — | — | — | $77K | 0.5% | |
| Fidelity Freedom 2025 Fund | — | — | — | $65K | 0.5% | |
| American Century One Choice Aggressive Fund | — | — | — | $56K | 0.4% | |
| Janus Balanced Fund T | — | — | — | $56K | 0.4% | |
| Fidelity Small Cap Value Fund | — | — | — | $50K | 0.4% | |
| Fidelity Intermediate Treasury Bond Fund Premium Class | — | — | — | $47K | 0.3% | |
| Fidelity Government Income Fund | — | — | — | $46K | 0.3% | |
| Virtus NFJ International Value | — | — | — | $38K | 0.3% | |
| PIMCO Real Return Fund Administrative Class | — | — | — | $28K | 0.2% | |
| Fidelity Capital and Income Fund | — | — | — | $24K | 0.2% | |
| Cohen & Steers Cohen & Steers Realty Shares Fund | — | — | — | $17K | 0.1% | |
| Fidelity Small Cap Discovery Fund | — | — | — | $13K | <0.1% | |
| Fidelity Freedom 2070 Fund ** 94 * Fidelity Freedom Income Fund | — | — | — | $8K | <0.1% | |
| Fidelity Select Chemicals Portfolio | — | — | — | $6K | <0.1% | |
| Baird Core Plus Bond Fund | — | — | — | $6K | <0.1% | |
| Fidelity Freedom 2020 Fund | — | — | — | $4K | <0.1% | |
| Fidelity Select Pharmaceuticals Portfolio | — | — | — | $3K | <0.1% | |
| Fidelity International Index Fund | — | — | — | $1K | <0.1% |