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Original filing (PDF)20251008072844NAL0005215585001
SCOT FORGE COMPANY
Form 5500
FILING_RECEIVED
SCOT FORGE COMPANY 401(K) PLAN
401(k) retirement plan
Signals · 2
50% in single holdingNo recordkeeper disclosed
Active participants
526
Accounts w/ balance
600
Plan assets (EOY)
$63.2M
Net assets (EOY)
$63.2M
How this plan invests
This plan
1 pooled trust
Schedule D
27 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
75
Total plan cost
100
Vendor stack
80
Participation health
100
Knocking points off
- Top holding "Total, per Form 5500" is 50% of plan.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SCOT FORGE COMPANY.
Plan sponsor
Name
SCOT FORGE COMPANY
EIN
36-2911912
Address
8001 WINN ROAD · BOX 8 · SPRING GROVE, IL · 60081
Phone
(847) 587-1000
Industry
Manufacturingsee 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
2025-10-08
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)
2S · Automatic enrollment
Audit & trust (Schedule H)
Auditor
BDO USA, P.C.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsOther
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ONEAMERICA RETIREMENT SERVICES LLC | 46-5378846 | — | NONE | $71K | — |
| MATRIX TRUST COMPANY | 75-3182674 | — | NONE | $0 | — |
Investments
26 direct securities · 1 pooled fund· $125.2M(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.
Uncategorized
$110.2M
26 holdings
Common Collective Trust
$15.0M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Total, per Form 5500 | — | — | — | $62.6M | 99.0% | |
| PUTNAM STABLE VALUE FUND PUTNAM FIDUCIARY TRUST COMPANY · EIN 04-3159710 / PN 202 | Common Collective Trust | — | — | $15.0M | 23.8% | |
| T. Rowe Price TRP Blue Chip Growth | — | — | — | $8.7M | 13.8% | |
| Fidelity Fidelity® Total Market Index Instl Prem | — | — | — | $5.9M | 9.3% | |
| American Funds Service Company American 2050 Target Date Fund | — | — | — | $3.8M | 6.0% | |
| Dodge & Cox Dodge & Cox Stock Fund | — | — | — | $3.5M | 5.5% | |
| American Funds Service Company American 2045 Target Date Fund | — | — | — | $3.0M | 4.7% | |
| American Funds Service Company American 2035 Target Date Fund | — | — | — | $2.5M | 3.9% | |
| American Funds Service Company American 2030 Target Date Fund | — | — | — | $2.1M | 3.3% | |
| American Funds Service Company American Europacific Growth Fund | — | — | — | $1.8M | 2.8% | |
| Registered Investment Companies Dimensional Fund Advisors DFA US Targeted Value Portfolio | — | — | — | $1.7M | 2.7% | |
| Nationwide Geneva Small Cap Growth | — | — | — | $1.7M | 2.6% | |
| American Funds Service Company American 2040 Target Date Fund | — | — | — | $1.6M | 2.5% | |
| maturing between 2025 and 2038 | — | — | — | $1.2M | 2.0% | |
| The Vanguard Group Vanguard Inflation-Protected Securities | — | — | — | $1.2M | 1.9% | |
| American Funds Service Company American 2055 Target Date Fund | — | — | — | $1.2M | 1.9% | |
| American Funds Service Company American 2025 Target Date Fund | — | — | — | $1.2M | 1.9% | |
| Dodge & Cox Dodge & Cox Income Fund | — | — | — | $1.2M | 1.9% | |
| American Funds Service Company American 2060 Target Date Fund | — | — | — | $1.2M | 1.9% | |
| Delaware Emerging Markets Delaware Emerging Markets Fund R6 | — | — | — | $1.2M | 1.8% | |
| American Funds Service Company American 2020 Target Date Fund | — | — | — | $922K | 1.5% | |
| PIMCO Commodities Plus Strategy Fund | — | — | — | $787K | 1.2% | |
| American Funds Service Company American 2065 Target Date Fund | — | — | — | $770K | 1.2% | |
| The Vanguard Group Vanguard Emerging Markets Bond - Adm | — | — | — | $368K | 0.6% | |
| American Funds Service Company American 2010 Target Date Fund | — | — | — | $153K | 0.2% | |
| American Funds Service Company American 2015 Target Date Fund | — | — | — | $74K | 0.1% | |
| Cash JP Morgan Chase Bank, N.A. Cash | — | — | — | $2K | <0.1% |
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