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Original filing (PDF)20251003135906NAL0001485937001
SCOTT EQUIPMENT COMPANY
Form 5500
FILING_RECEIVED
SCOTT EQUIPMENT COMPANY EMPLOYEES 401(K) PROFIT SHARING PLAN
401(k) retirement plan
Active participants
154
Accounts w/ balance
161
Plan assets (EOY)
$24.2M
Net assets (EOY)
$24.2M
How this plan invests
This plan
1 pooled trust
Schedule D
38 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
95
/ 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
100
Participation health
100
Knocking points off
- 37 bps in Schedule C fees — modestly above peer band of 29 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SCOTT EQUIPMENT COMPANY.
Plan sponsor
Name
SCOTT EQUIPMENT COMPANY
EIN
41-0904660
Address
605 4TH AVENUE NW · NEW PRAGUE, MN · 56071
Phone
(952) 758-0442
Industry
Manufacturingsee 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
2025-10-03
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
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
BOMBERG, HANSON & ASSOCIATES, LLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| JOHN HANCOCK USA | 01-0233346 | — | RECORDKEEPER | $32K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WILSHIRE ASSOCIATES INC | 95-2755361 | SANTA MONICA, CA | RIA, IA | $56K | — |
Investments
37 direct securities · 1 pooled fund· $23.3M(96% 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
$23.0M
37 holdings
Common Collective Trust
$304K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Amer Target 2035 Fund R6 Mutual Fund | — | — | — | $4.8M | 19.8% | |
| Amer Target 2025 Fund R6 Mutual Fund | — | — | — | $2.3M | 9.6% | |
| Amer Target 2030 Fund R6 Mutual Fund | — | — | — | $2.3M | 9.6% | |
| Amer Target 2040 Fund R6 Mutual Fund | — | — | — | $2.3M | 9.3% | |
| Amer Target 2045 Fund R6 Mutual Fund | — | — | — | $1.4M | 5.8% | |
| Amer Target 2055 Fund R6 Mutual Fund | — | — | — | $1.0M | 4.2% | |
| iShares S&P 500 Index Fd K Mutual Fund | — | — | — | $916K | 3.8% | |
| Guggenheim Total Ret Bond R6 Mutual Fund | — | — | — | $891K | 3.7% | |
| Amer Target 2050 Fund R6 Mutual Fund | — | — | — | $807K | 3.3% | |
| Nuveen Strategic Income R6 Mutual Fund | — | — | — | $524K | 2.2% | |
| American New Perspective R6 Mutual Fund | — | — | — | $448K | 1.9% | |
| Amer Target 2060 Fund R6 Mutual Fund | — | — | — | $447K | 1.9% | |
| American New World Fund R6 Mutual Fund | — | — | — | $442K | 1.8% | |
| Participant Loans Maturities varying from 1 to 15 years and interest rates * Notes receivable from participants varying from 4.25% - 8.5% - | — | — | — | $433K | 1.8% | |
| American EuroPacific Growth R6 Mutual Fund | — | — | — | $381K | 1.6% | |
| Amer Target 2020 Fund R6 Mutual Fund | — | — | — | $366K | 1.5% | |
| JOHN HANCOCK STABLE VALUE FUND CIT GLOBAL TRUST COMPANY- JOHN HANCOCK · EIN 80-6136981 / PN 001 | Common Collective Trust | — | — | $304K | 1.3% | |
| MFS Mid Cap Growth Fund R6 Mutual Fund | — | — | — | $303K | 1.3% | |
| T Rowe Price Equity Income I Mutual Fund | — | — | — | $283K | 1.2% | |
| American Funds 2065 TD Ret R6 Mutual Fund | — | — | — | $276K | 1.1% | |
| T Rowe Price Health Sciences I Mutual Fund | — | — | — | $237K | 1.0% | |
| John Hancock Disc Val MC R6 Mutual Fund | — | — | — | $231K | 1.0% | |
| Parnassus Core Equity Inst Mutual Fund | — | — | — | $210K | 0.9% | |
| Fid Advisor New Insights Z Mutual Fund | — | — | — | $208K | 0.9% | |
| iShares Russell 2000 SC Idx K Mutual Fund | — | — | — | $205K | 0.8% | |
| Dodge Cox Intl Stock X Mutual Fund | — | — | — | $199K | 0.8% | |
| T. Rowe Price Sci and Tech I Mutual Fund | — | — | — | $157K | 0.6% | |
| Cohen & Steers Real Est Sec Z Mutual Fund | — | — | — | $147K | 0.6% | |
| iShares Russell Mid Cap Idx K Mutual Fund | — | — | — | $136K | 0.6% | |
| Sprott Gold Fund Inv Mutual Fund | — | — | — | $130K | 0.5% | |
| Federated Hermes Int HY Bd R6 Mutual Fund | — | — | — | $121K | 0.5% | |
| Franklin Utilities Fund R6 Mutual Fund | — | — | — | $89K | 0.4% | |
| T Rowe Int US SCap Grw Eq I Mutual Fund | — | — | — | $82K | 0.3% | |
| Fidelity Total Intl Index Mutual Fund | — | — | — | $66K | 0.3% | |
| Vanguard Explorer Fund Adm Mutual Fund | — | — | — | $49K | 0.2% | |
| Macquarie Small Cap Value R6 Mutual Fund | — | — | — | $41K | 0.2% | |
| Amer Target 2010 Fund R6 Mutual Fund | — | — | — | $28K | 0.1% | |
| JPMorgan US Govt MMkt Cap Cl Money Market Fund | — | — | — | $22K | <0.1% |