How big is Scepter, Inc.'s plan?

Scepter, Inc.'s plan reported $14.0M in assets and 345 participants for 2024.

Original filing (PDF)20251013101934NAL0002389634001

Scepter, Inc.

Name: Scepter, Inc. — Scepter, Inc. 401(k) Plan, Form 5500 (2024)
Creator: Scepter, Inc.
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Scepter, Inc. 401(k) Plan

401(k) retirement plan · Scepter, Inc.'s Scepter, Inc. 401(k) Plan held $14.0M in plan assets for 345 participants in 2024, with Fidelity as recordkeeper.

Signals · 1

34% in single holding

Active participants

345

Accounts w/ balance

421

Plan assets (EOY)

$14.0M

Net assets (EOY)

$14.0M

People on this filing

Nathan Tooley signed Scepter, Inc.'s 2024 Form 5500 as plan administrator.

Nathan Tooley — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Scepter, Inc.'s EIN is 27-2227633.

EIN 27-2227633

Plan number 002

Plan year 2024

ACK ID 20251013101934NAL0002389634001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Scepter, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Scepter, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for SCEPTER, INC..

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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

Above-average plan

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool.

Compliance & integrity

100

Total plan cost

Plan health

Vendor & structure

100

Plan sponsor

Name

SCEPTER, INC.

EIN

all filings

Address

1485 SCEPTER LANE · WAVERLY, TN · 37185

Phone

(931) 535-3565

Industry

Manufacturing

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

Service providers (Schedule C)

1 rows

Recordkeeper

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)

Mutual Funds

$7.7M

29 holdings

Common Collective Trusts

$5.3M

4 holdings

Other securities

$1.0M

8 holdings

U.S. Treasuries

$47K

1 holding

					% of plan
Fidelity 500 Index Fund	Common Collective Trusts	—	—	$4.8M	34.1%
Fidelity Select Software and IT Services Portfolio	Mutual Funds	—	—	$1.8M	12.9%
Fidelity Government Money Market Fund	Mutual Funds	—	—	$1.1M	7.6%
Fidelity Freedom 2040 Fund	Mutual Funds	—	—	$678K	4.8%
Prudential Jennison Mid Cap Growth Fund A	Other securities	—	—	$580K	4.1%
Fidelity Freedom 2045 Fund	Mutual Funds	—	—	$476K	3.4%
Fidelity Freedom 2050 Fund	Mutual Funds	—	—	$469K	3.3%
Fidelity Contrafund	Mutual Funds	—	—	$460K	3.3%
Fidelity Total Market Index Fund	Common Collective Trusts	—	—	$432K	3.1%
Fidelity Freedom 2055 Fund	Mutual Funds	—	—	$397K	2.8%
Fidelity BrokerageLink	Mutual Funds	—	—	$330K	2.4%
Fidelity Freedom 2060 Fund	Mutual Funds	—	—	$279K	2.0%
Fidelity Select Defense & Aero Portfolio	Mutual Funds	—	—	$249K	1.8%
Fidelity Freedom 2035 Fund	Mutual Funds	—	—	$226K	1.6%
Fidelity Select IT Services Portfolio	Mutual Funds	—	—	$216K	1.5%
Invesco Diversified Dividend Fund	Mutual Funds	—	—	$161K	1.1%
Fidelity Freedom 2030 Fund	Mutual Funds	—	—	$151K	1.1%
Permanent Portfolio Fund	Other securities	—	—	$128K	0.9%
Fidelity Select Commercial Services Portfolio	Mutual Funds	—	—	$115K	0.8%
Victory Established Value Fund A	Other securities	—	—	$107K	0.8%
Fidelity Select Biotechnology Portfolio	Mutual Funds	—	—	$105K	0.7%
T. Rowe Price Dividend Growth Fund	Other securities	—	—	$98K	0.7%
Fidelity Freedom 2065 Fund	Mutual Funds	—	—	$88K	0.6%
Fidelity Extended Market Index Fund	Common Collective Trusts	—	—	$78K	0.6%
Janus Triton Fund T	Mutual Funds	—	—	$77K	0.5%
Fidelity Freedom 2025 Fund	Mutual Funds	—	—	$65K	0.5%
American Century One Choice Aggressive Fund	Other securities	—	—	$56K	0.4%
Janus Balanced Fund T	Mutual Funds	—	—	$56K	0.4%
Fidelity Small Cap Value Fund	Mutual Funds	—	—	$50K	0.4%
Fidelity Intermediate Treasury Bond Fund Premium Class	U.S. Treasuries	—	—	$47K	0.3%
Fidelity Government Income Fund	Mutual Funds	—	—	$46K	0.3%
Virtus NFJ International Value	Other securities	—	—	$38K	0.3%
PIMCO Real Return Fund Administrative Class	Mutual Funds	—	—	$28K	0.2%
Fidelity Capital and Income Fund	Mutual Funds	—	—	$24K	0.2%
Cohen & Steers Cohen & Steers Realty Shares Fund	Other securities	—	—	$17K	0.1%
Fidelity Small Cap Discovery Fund	Mutual Funds	—	—	$13K	<0.1%
Fidelity Freedom 2070 Fund ** 94 * Fidelity Freedom Income Fund	Mutual Funds	—	—	$8K	<0.1%
Fidelity Select Chemicals Portfolio	Mutual Funds	—	—	$6K	<0.1%
Baird Core Plus Bond Fund	Other securities	—	—	$6K	<0.1%
Fidelity Freedom 2020 Fund	Mutual Funds	—	—	$4K	<0.1%
Fidelity Select Pharmaceuticals Portfolio	Mutual Funds	—	—	$3K	<0.1%
Fidelity International Index Fund	Common Collective Trusts	—	—	$1K	<0.1%