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Original filing (PDF)20251007143306NAL0002544851001
SCANNELL DEVELOPMENT COMPANY
Form 5500
FILING_RECEIVED
SCANNELL DEVELOPMENT COMPANY 401(K) PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
128
Accounts w/ balance
143
Plan assets (EOY)
$31.9M
Net assets (EOY)
$31.9M
How this plan invests
This plan
19 pooled trusts
Schedule D
38 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
93
/ 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
100
Total plan cost
80
Vendor stack
80
Participation health
100
Knocking points off
- 43 bps in Schedule C fees — modestly above peer band of 29 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SCANNELL DEVELOPMENT COMPANY.
Plan sponsor
Name
SCANNELL DEVELOPMENT COMPANY
EIN
35-1919834
Address
8801 RIVER CROSSING BLVD · SUITE 300 · INDIANAPOLIS, IN · 46240
Phone
(317) 843-5959
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
2025-10-07
Pension benefit codes
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)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
KATZ SAPPER & MILLER LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsAdvisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MERRILL LYNCH PIERCE FENNER & SMITH | 13-5674085 | — | CONSULTANT | $83K | — |
TPA / Administrator
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $54K | — |
| CBIZ BENEFITS & INS SERVICES IN | 31-1582098 | — | CONTRACT ADMINISTRATOR | $300 | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| AMERICAN PENSION ADVISORS, LTD | 35-2015845 | — | OTHER SERVICES | $0 | — |
Investments
20 direct securities · 19 pooled funds· $33.8M(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
$19.2M
13 holdings
Uncategorized
$9.8M
20 holdings
Pooled Separate Account
$4.8M
6 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| PRIN LIFETIME HYBR 2040 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 007 | Common Collective Trust | — | — | $4.7M | 14.7% | |
| Principal Global Investors - LargeCap S&P 500 Index Z 7,715 | — | — | — | $2.6M | 8.0% | |
| PRIN LGCP S&P INDEX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 016 | Pooled Separate Account | — | — | $2.6M | 8.0% | |
| PRIN LIFETIME HYBR 2045 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 008 | Common Collective Trust | — | — | $2.2M | 7.0% | |
| PRIN LIFETIME HYBR 2025 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 004 | Common Collective Trust | — | — | $2.2M | 6.9% | |
| PRIN LIFETIME HYBR 2030 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 005 | Common Collective Trust | — | — | $2.1M | 6.6% | |
| PRIN LIFETIME HYBR 2035 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 006 | Common Collective Trust | — | — | $2.0M | 6.1% | |
| PRIN LIFETIME HYBR 2050 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 009 | Common Collective Trust | — | — | $1.6M | 4.9% | |
| PRIN LIFETIME HYBR INCOME CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 011 | Common Collective Trust | — | — | $1.3M | 3.9% | |
| PRIN LIFETIME HYBR 2055 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 010 | Common Collective Trust | — | — | $1.2M | 3.9% | |
| PRIN BOND MARKET INDEX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 122 | Pooled Separate Account | — | — | $1.1M | 3.4% | |
| T Rowe Price Growth Stock Fund Inc 8,552 | — | — | — | $906K | 2.8% | |
| REGISTERED INVESTMENT COMPANIES American High-Income Trust 86,389 | — | — | — | $843K | 2.6% | |
| PRIN LIFETIME HYBR 2060 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 012 | Common Collective Trust | — | — | $742K | 2.3% | |
| American Balanced Fund 21,308 | — | — | — | $732K | 2.3% | |
| Oakmark Equity and Income Fund 18,919 | — | — | — | $679K | 2.1% | |
| Growth Fund of America/The 9,073 | — | — | — | $676K | 2.1% | |
| PRIN LIFETIME HYBR 2015 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 002 | Common Collective Trust | — | — | $573K | 1.8% | |
| Vanguard Mid-Cap Index Fund 1,717 | — | — | — | $561K | 1.8% | |
| Vanguard Small-Cap Value Index Fund 5,709 | — | — | — | $486K | 1.5% | |
| Vanguard High Dividend Yield Index Fund 12,035 | — | — | — | $463K | 1.5% | |
| PRIN INTL EQUITY INDEX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 121 | Pooled Separate Account | — | — | $426K | 1.3% | |
| Vanguard Mid-Cap Growth Index Fund/Open-end 3,353 | — | — | — | $366K | 1.1% | |
| PRIN SMCAP S&P 600 INDEX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 028 | Pooled Separate Account | — | — | $366K | 1.1% | |
| EuroPacific Growth Fund 6,475 | — | — | — | $348K | 1.1% | |
| PRIN LIFETIME HYBR 2020 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 003 | Common Collective Trust | — | — | $298K | 0.9% | |
| PRIN LIFETIME HYBR 2065 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 013 | Common Collective Trust | — | — | $257K | 0.8% | |
| PRIN REAL ESTATE SECS SA-A PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 095 | Pooled Separate Account | — | — | $242K | 0.8% | |
| DFA Emerging Markets Small Cap Portfolio 8,984 | — | — | — | $209K | 0.7% | |
| American Beacon Large Cap Value Fund 7,634 | — | — | — | $201K | 0.6% | |
| Janus Investment Fund - Janus Henderson Triton Fund 6,377 | — | — | — | $175K | 0.5% | |
| AB Discovery Value Fund 8,499 | — | — | — | $173K | 0.5% | |
| Capital World Growth and Income Fund 2,407 | — | — | — | $153K | 0.5% | |
| Fixed Income Guaranteed Option - | — | — | — | $105K | 0.3% | |
| Invesco Equity and Income Fund 9,944 | — | — | — | $104K | 0.3% | |
| PRIN MIDCAP S&P 400 IDX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 023 | Pooled Separate Account | — | — | $100K | 0.3% | |
| PGIM Quant Solutions Mid-Cap Value Fund 3,811 | — | — | — | $94K | 0.3% | |
| PRIN LIFETIME HYBR 2070 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 014 | Common Collective Trust | — | — | $58K | 0.2% | |
| PGIM Jennison Focused Growth Fund 274 | — | — | — | $8K | <0.1% |