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Original filing (PDF)20250826111506NAL0004400851001
S.C. COMPANIES, INC.
Form 5500
FILING_RECEIVED
STANLEY MEMBER STOCK BONUS PLAN
Defined-contribution retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
830
Accounts w/ balance
1,088
Plan assets (EOY)
$96.6M
Net assets (EOY)
$96.6M
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
- No recordkeeper disclosed on Schedule C.
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
- Below-peer total fees (7 bps vs 16 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for S.C. COMPANIES, INC..
Plan sponsor
Name
S.C. COMPANIES, INC.
DBA
STANLEY BUILDING
EIN
42-1269893
Address
225 IOWA AVENUE · MUSCATINE, IA · 527613784
Phone
(563) 264-6600
Industry
Engineering Services· Professional & Technical Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-04-01
Tax period
2025-03-31
Filed
2025-08-26
Pension benefit codes
2I · Stock bonus
Audit & trust (Schedule H)
Auditor
ANDERSON, LOWER, WHITLOW, P.C.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsOther
3| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NEWPORT TRUST COMPANY | 27-4411131 | WALNUT CREEK, CA | NONE | $28K | — |
| CHARTWELL FINANCIAL ADVISORY, INC. | 36-4799908 | MINNEAPOLIS, MN | NONE | $27K | — |
| ANDERSON, LOWER, WHITLOW, P.C. | 42-1394940 | BETTENDORF, IA | NONE | $12K | — |
Investments
The Schedule of Assets is filed as a free-form PDF attachment on EFAST2; we parse these offline and coverage is partial (priority is the largest plans by EOY assets). This plan also reports no pooled (Schedule D) interests, so its holdings aren’t hidden on a master-trust filing. The line-item data lives on DOL EFAST2 under the same ACK_ID.
See Methodology > Data linkages for how Form 5500 / Schedule H / Schedule D / Schedule of Assets fit together.