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Original filing (PDF)20251015112031NAL0002316003001

SSCP MANAGEMENT, INC.

Form 5500
FILING_RECEIVED
SSCP MANAGEMENT GROUP 401(K) PLAN
401(k) retirement plan
Signals · 1
33% in single holding
Active participants
6,161
Accounts w/ balance
1,452
Plan assets (EOY)
$7.7M
Net assets (EOY)
$7.7M
How this plan invests
This plan
23 pooled trusts
Schedule D
27 securities
funds · stocks · CUSIPs

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

Plan health score (directional)
92
/ 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
84
Total plan cost
100
Vendor stack
100
Participation health
65
Knocking points off
  • Top holding "Common Collective Trusts Great Gray Trust Company, LLC FlexPath Index Moderate 2035 N/R" is 33% of plan.
  • Only 24% as many balances as active participants — suggests many active employees aren't deferring.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SSCP MANAGEMENT, INC..
Plan sponsor
Name
SSCP MANAGEMENT, INC.
EIN
27-4937438
Address
13355 NOEL ROAD · SUITE 1645 · DALLAS, TX · 75240
Phone
(972) 644-9494
Industry
Accommodation & Food Servicessee 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
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
BAKER TILLY US, LLP
Trustee / custodian
Trustee phone

Service providers (Schedule C)

2 rows
Recordkeeper
1
NameEINLocationRelationDirect compIndirect comp
AMERITAS LIFE INSURANCE CORP47-0098400RECORDKEEPING$16K
Advisor / Consultant
1
NameEINLocationRelationDirect compIndirect comp
AMERITAS LIFE INSURANCE CORP47-0098400INVESTMENT MANAGEMENT$26K

Investments

7 direct securities · 23 pooled funds· $7.9M(100% 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.

Common Collective Trust
$7.4M
22 holdings
Pooled Separate Account
$168K
1 holding
Guaranteed Income / GIC
$129K
1 holding
Uncategorized
$113K
5 holdings
Pooled Separate Accounts
$54K
1 holding
PIInvestmentTypeShares / unitsCostCurrent value% of plan
FLEXPATH INDEX MODERATE 2035
GREAT GRAY TRUST COMPANY, LLC · EIN 47-2478524 / PN 217
Common Collective Trust
$2.5M32.7%
FLEXPATH INDEX MODERATE 2045
GREAT GRAY TRUST COMPANY, LLC · EIN 47-2516187 / PN 220
Common Collective Trust
$1.6M21.1%
FLEXPATH INDEX MODERATE RETIREMENT
GREAT GRAY TRUST COMPANY, LLC · EIN 47-2248665 / PN 211
Common Collective Trust
$1.5M19.3%
FLEX PATH INDEX MODERATE 2055
GREAT GRAY TRUST COMPANY, LLC · EIN 47-2563528 / PN 223
Common Collective Trust
$1.3M16.5%
BLACKROCK EQUITY INDEX FUND
GREAT GRAY TRUST COMPANY, LLC · EIN 20-3802168 / PN 001
Common Collective Trust
$236K3.1%
AMERITAS LIFE INSUR CORP SEP ACCT G
AMERITAS · EIN 47-0098400 / PN 003
Pooled Separate Account
$168K2.2%
* Ameritas Life Insurance Corp Stable Fixed Investment Account N/R 420 * Participant Loans Interest rates: 5.25% - 10.50% $0
Guaranteed Income / GIC
$129K1.7%
FLEXPATH INDEX AGGRESSIVE 2055
GREAT GRAY TRUST COMPANY, LLC · EIN 47-2554270 / PN 222
Common Collective Trust
$129K1.7%
s * Ameritas Life Insurance Corp Fidelity VIP Government Money Market N/R
Pooled Separate Accounts
$54K0.7%
Portfolio * Ameritas Life Insurance Corp Vanguard Small Cap Index Admiral Shares N/R$51K0.7%
Ameritas Life Insurance Corp Vanguard Mid-Cap Index Fund Admiral N/R$40K0.5%
SMALL CAP VALUE
GREAT GRAY TRUST COMPANY, LLC · EIN 38-4126250 / PN 554
Common Collective Trust
$31K0.4%
FLEXPATH INDEX CONSERVATIVE 2035
GREAT GRAY TRUST COMPANY, LLC · EIN 47-2491300 / PN 218
Common Collective Trust
$20K0.3%
FLEXPATH INDEX CONSERVATIVE
GREAT GRAY TRUST COMPANY, LLC · EIN 47-2264760 / PN 212
Common Collective Trust
$17K0.2%
INTERNATIONAL STOCK FUND
GREAT GRAY TRUST COMPANY, LLC · EIN 82-2436292 / PN 342
Common Collective Trust
$17K0.2%
Shares * Ameritas Life Insurance Corp Vanguard Real Estate Index Fund Admiral N/R$12K0.2%
FLEXPATH INDEX AGRESSIVE RETIREMENT
GREAT GRAY TRUST COMPANY, LLC · EIN 47-2238264 / PN 210
Common Collective Trust
$11K0.1%
Shares * Ameritas Life Insurance Corp American Funds Growth Fund of America N/R$9K0.1%
CORE BOND FUND
GREAT GRAY TRUST COMPANY, LLC · EIN 82-1986152 / PN 325
Common Collective Trust
$7K<0.1%
FLEXPATH INDEX AGGRESSIVE 2045
GREAT GRAY TRUST COMPANY, LLC · EIN 47-2503540 / PN 219
Common Collective Trust
$7K<0.1%
FLEXPATH AGGRESSIVE 2035
GREAT GRAY TRUST COMPANY, LLC · EIN 47-2468898 / PN 216
Common Collective Trust
$5K<0.1%
BLACKROCK US DEBT INDEX FUND
GREAT GRAY TRUST COMPANY, LLC · EIN 20-3802445 / PN 010
Common Collective Trust
$5K<0.1%
FLEXPATH INDEX CONSERVATIVE 2045
GREAT GRAY TRUST COMPANY, LLC · EIN 47-2529162 / PN 221
Common Collective Trust
$4K<0.1%
BLACKROCK EAFE EQUITY INDEX FUND
GREAT GRAY TRUST COMPANY, LLC · EIN 20-3802495 / PN 007
Common Collective Trust
$3K<0.1%
LARGE CAP VALUE FUND
GREAT GRAY TRUST COMPANY, LLC · EIN 38-4065329 / PN 426
Common Collective Trust
$3K<0.1%
FLEXPATH INDEX MODERATE 2065
GREAT GRAY TRUST COMPANY, LLC · EIN 47-2285799 / PN 214
Common Collective Trust
$2K<0.1%
FLEXPATH INDEX AGGRESSIVE 2065
GREAT GRAY TRUST COMPANY, LLC · EIN 38-7271378 / PN 759
Common Collective Trust
$1K<0.1%
Account * Ameritas Life Insurance Corp Vanguard Emerging Markets Stock Index N/R$1K<0.1%
SMALL CAP GROWTH FUND
GREAT GRAY TRUST COMPANY, LLC · EIN 38-4097324 / PN 487
Common Collective Trust
$442<0.1%
CORE PLUS BOND FUND
GREAT GRAY TRUST COMPANY, LLC · EIN 38-4116854 / PN 515
Common Collective Trust
$145<0.1%

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