Original filing (PDF)20250717142006NAL0000639984001

SYSTEM SCALE CORPORATION EMPLOYEE STOCK OWNERSHIP PLAN

Name: SYSTEM SCALE CORPORATION EMPLOYEE STOCK OWNERSHIP PLAN — Form 5500 (2024)
Creator: SYSTEM SCALE CORPORATION EMPLOYEE STOCK OWNERSHIP PLAN

Form 5500

FILING_RECEIVED

401(k) retirement plan

Signals · 3

89% in single holding89% employer stockNo recordkeeper disclosed

Active participants

125

Accounts w/ balance

173

Plan assets (EOY)

$50.6M

Net assets (EOY)

$47.6M

How this plan invests

This plan

12 securities

funds · stocks · CUSIPs

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

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

100

Knocking points off

Top holding "System Scale Corporation 44,639 Shares common stock" is 89% of plan.
89% of plan in employer / sponsor stock.
No recordkeeper disclosed on Schedule C.

Helping the score

No Schedule C compensation disclosed — likely a small plan or unbundled.

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SYSTEM SCALE CORPORATION EMPLOYEE STOCK OWNERSHIP PLAN.

Plan sponsor

Name

SYSTEM SCALE CORPORATION EMPLOYEE STOCK OWNERSHIP PLAN

DBA

SYSTEM SCALE CORPORATION.

EIN

35-1446592

Address

4393 W 96TH STREET · INDIANAPOLIS, IN · 46268

Phone

(317) 876-9335

Industry

Wholesale Tradesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

003

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-07-17

Pension benefit codes

2O · ESOP (non-leveraged)

2J · 401(k) feature

2K · 401(m) arrangement

2H · Partial participant-directed accounts

Audit & trust (Schedule H)

Auditor

EOP ACCOUNTING , INC.

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

No Schedule C providers reported

Investments

12 direct securities· $50.6M(100% of reported assets)

Investment	Type	Shares / units	Cost	Current value	% of plan
System Scale Corporation 44,639 Shares common stock	—	—	$5.8M	$44.9M	88.7%
Federated Hermes Treasury Obligations Money market fund	—	—	$2.6M	$2.6M	5.1%
Vanguard 500 Idx;ETF Exchange traded funds	—	—	$685K	$1.1M	2.1%
Schwab Str:US Div Eq ETF Exchange traded funds	—	—	$470K	$574K	1.1%
Invesco QQQ Trust 1 Exchange traded funds	—	—	$271K	$562K	1.1%
SPDR Ptf ST Corp Bond Exchange traded funds	—	—	$469K	$448K	0.9%
Schwab Str:1-5 Corp Bd Exchange traded funds	—	—	$361K	$341K	0.7%
U.S. Treasury Note 4.125% Due 01/31/25 U.S. government security	—	—	$99K	$100K	0.2%
FNMA 3.500% due 08/01/45 U.S. government security	—	—	$3K	$3K	<0.1%
FNMA 4.000% due 08/01/45 U.S. government security	—	—	$3K	$2K	<0.1%
FNMA 4.000% due 12/01/44 U.S. government security	—	—	$3K	$2K	<0.1%
FHLMC 3.500% due 01/01/45 U.S. government security	—	—	—	$1K	<0.1%