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Original filing (PDF)20251015152735NAL0002550675001
SCION GROUP MANAGEMENT, INC.
Form 5500
FILING_RECEIVED
SCION GROUP 401(K) PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
1,417
Accounts w/ balance
499
Plan assets (EOY)
$19.9M
Net assets (EOY)
$19.9M
How this plan invests
This plan
1 pooled trust
Schedule D
32 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
84
/ 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
100
Total plan cost
65
Vendor stack
80
Participation health
65
Knocking points off
- 68 bps in Schedule C fees — 134% above peer band of 29 bps.
- No recordkeeper disclosed on Schedule C.
- Only 35% 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 SCION GROUP MANAGEMENT, INC..
Plan sponsor
Name
SCION GROUP MANAGEMENT, INC.
EIN
36-4486467
Address
401 N. MICHIGAN AVENUE · SUITE 400 · CHICAGO, IL · 60611
Phone
(312) 704-5100
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
2025-10-15
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)
Audit & trust (Schedule H)
Auditor
PRICEKUBECKA, PLLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsOther
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STANCORP FINANCIAL GROUP | 93-1253576 | — | NONE | $135K | — |
Investments
32 direct securities · 1 pooled fund· $39.0M(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
$19.9M
32 holdings
Pooled Separate Account
$19.2M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| SEPARATE ACCOUNT A STANDARD INSURANCE COMPANY · EIN 93-0242990 / PN 005 | Pooled Separate Account | — | — | $19.2M | 96.5% | |
| Fidelity 500 Index Pooled Separate Account | — | — | — | $2.2M | 11.1% | |
| Vanguard Target Retire 2050 Pooled Separate Account | — | — | — | $2.0M | 10.1% | |
| Vanguard Target Retire 2045 Pooled Separate Account | — | — | — | $1.9M | 9.8% | |
| Vanguard Target Retire 2040 Pooled Separate Account | — | — | — | $1.8M | 9.1% | |
| Vanguard Target Retire 2055 Pooled Separate Account | — | — | — | $1.7M | 8.8% | |
| Vanguard Target Retire 2060 Pooled Separate Account | — | — | — | $1.6M | 7.8% | |
| Vanguard Target Retire 2030 Pooled Separate Account | — | — | — | $1.1M | 5.7% | |
| Jpmorgan Large Cap Growth R6 Pooled Separate Account | — | — | — | $973K | 4.9% | |
| Vanguard L S Mod Growth Db Pooled Separate Account ** 248 * Vanguard L S Growth Inv Pooled Separate Account ** 635 * Pgim Total Return Bond Z Pooled Separate Account | — | — | — | $943K | 4.8% | |
| Vanguard Target Retire 2035 Pooled Separate Account | — | — | — | $907K | 4.6% | |
| Federated Intl Equity Is Pooled Separate Account | — | — | — | $889K | 4.5% | |
| Jpmorgan Equity Income R6 Pooled Separate Account | — | — | — | $637K | 3.2% | |
| Standard Stable Asset A Guaranteed Investment Contract | — | — | — | $506K | 2.5% | |
| Fidelity Small Cap Index Pooled Separate Account | — | — | — | $435K | 2.2% | |
| Jpmorgan Mid Cap Growth R5 Pooled Separate Account | — | — | — | $383K | 1.9% | |
| Vanguard Info Tech Idx Adm Dc Pooled Separate Account | — | — | — | $361K | 1.8% | |
| Vanguard Target Retire 2025 Pooled Separate Account | — | — | — | $265K | 1.3% | |
| Vanguard Balanced Idx Adm Pooled Separate Account | — | — | — | $257K | 1.3% | |
| Nuveen Mid Cap Value 1 I Pooled Separate Account | — | — | — | $224K | 1.1% | |
| Vanguard Target Retire 2020 Pooled Separate Account | — | — | — | $190K | 1.0% | |
| Notes receivable from participants Bearing interest at 3.25%-8.50% - | — | — | — | $186K | 0.9% | |
| Janus Henderson Gbllfe Sci I Pooled Separate Account | — | — | — | $110K | 0.6% | |
| Vanguard L S Conserv Growth Pooled Separate Account | — | — | — | $65K | 0.3% | |
| Jpmorgan Us Equity R6 Pooled Separate Account | — | — | — | $55K | 0.3% | |
| Northern Glob Real Estate Idx Pooled Separate Account | — | — | — | $27K | 0.1% | |
| Vanguard Mid Cap Idx Adm Pooled Separate Account | — | — | — | $19K | <0.1% | |
| Pgim High Yield Z Pooled Separate Account | — | — | — | $18K | <0.1% | |
| Vanguard Target Retire Incm Pooled Separate Account | — | — | — | $14K | <0.1% | |
| Vanguard Lifestrateginc Inv Pooled Separate Account | — | — | — | $13K | <0.1% | |
| Hood River Small-Cap Gr Ret Pooled Separate Account | — | — | — | $7K | <0.1% | |
| American Century Smcpval R6 Pooled Separate Account | — | — | — | $4K | <0.1% | |
| Jpmorgan Core Bond R6 Pooled Separate Account | — | — | — | $4K | <0.1% |
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