How big is Dscout, Inc.'s plan?

Dscout, Inc.'s plan reported $14.8M in assets and 185 participants for 2024.

Original filing (PDF)20251014115515NAL0001309075001

Dscout, Inc.

Name: Dscout, Inc. — Dscout, Inc. 401(k) Plan, Form 5500 (2024)
Creator: Dscout, Inc.
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Dscout, Inc. 401(k) Plan

401(k) retirement plan · Dscout, Inc.'s Dscout, Inc. 401(k) Plan held $14.8M in plan assets for 185 participants in 2024, with Nationwide as recordkeeper.

Signals · 1

Late participant contributions

Active participants

185

Accounts w/ balance

237

Plan assets (EOY)

$14.8M

Net assets (EOY)

$14.8M

People on this filing

Carolyn Wahlen signed Dscout, Inc.'s 2024 Form 5500 as plan administrator.

Carolyn Wahlen — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Dscout, Inc.'s EIN is 45-3120898.

EIN 45-3120898

Plan number 001

Plan year 2024

ACK ID 20251014115515NAL0001309075001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Dscout, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Dscout, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA), automatic enrollment.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for DSCOUT, INC..

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How this plan invests

This plan

50 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

Above-average plan

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool.

Compliance & integrity

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Delinquent participant contributions reported (Schedule H 4a) — 566K (17% of contributions).

Plan sponsor

Name

DSCOUT, INC.

EIN

all filings

Address

222 N LA SALLE ST · CHICAGO, IL · 606011003

Phone

(312) 880-9715

Industry

Professional & Technical Services

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

2025-10-14

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)

2A · Age/service weighted or new comparability

Service providers (Schedule C)

3 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
NATIONWIDE	—	COLUMBUS, OH	RECORDKEEPER	$17K	—
FIDELITY INVESTMENTS INSTITUTIONAL	04-2647786	—	RECORDKEEPER	$15K	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
STIFEL NICOLAUS & CO INC	43-0538770

Investments

50 direct securities· $14.8M(100% of reported assets)

Mutual Funds

$9.0M

20 holdings

Common Collective Trusts

$4.8M

16 holdings

Other securities

$986K

12 holdings

Common Stocks

$54K

1 holding

U.S. Treasuries

$15K

1 holding

					% of plan
Fidelity Freedom Index 2050 Fund	Mutual Funds	—	—	$2.5M	17.2%
Fidelity Freedom Index 2055 Fund	Mutual Funds	—	—	$2.2M	15.1%
Fidelity Freedom Index 2060 Fund	Mutual Funds	—	—	$1.6M	10.7%
Fidelity 500 Index Fund	Common Collective Trusts	—	—	$1.6M	10.6%
Fidelity Large Cap Growth Index Fund	Common Collective Trusts	—	—	$1.1M	7.6%
Fidelity Freedom Index 2045 Fund	Mutual Funds	—	—	$772K	5.2%
Fidelity Freedom Index 2040 Fund	Mutual Funds	—	—	$547K	3.7%
BlackRock iShares MSCI EAFE International Index Fund	Common Collective Trusts	—	—	$515K	3.5%
Fidelity Freedom Index 2030 Fund	Mutual Funds	—	—	$330K	2.2%
Fidelity U.S. Bond Index Fund	Common Collective Trusts	—	—	$298K	2.0%
Fidelity Freedom Index 2035 Fund	Mutual Funds	—	—	$286K	1.9%
JPMorgan Large Cap Growth Fund	Other securities	—	—	$263K	1.8%
Fidelity Mid Cap Growth Index Fund	Common Collective Trusts	—	—	$248K	1.7%
Fidelity Small Cap Index Fund	Common Collective Trusts	—	—	$204K	1.4%
Fidelity Mid Cap Index Fund	Common Collective Trusts	—	—	$197K	1.3%
American Century Investments American Century Small Cap Growth Fund	Other securities	—	—	$170K	1.1%
Fidelity Large Cap Value Index Fund	Common Collective Trusts	—	—	$152K	1.0%
Fidelity Mid Cap Value Index Fund	Common Collective Trusts	—	—	$144K	1.0%
Fidelity International Index Fund	Common Collective Trusts	—	—	$143K	1.0%
Goldman Sachs Goldman Sachs GQS Partners International Opportunities Fund	Other securities	—	—	$143K	1.0%
Fidelity Freedom Index 2065 Fund	Mutual Funds	—	—	$112K	0.8%
Avantis Investors Avantis U.S. Large Cap Value Fund	Other securities	—	—	$111K	0.7%
Dodge & Cox Dodge & Cox International Stock Fund	Mutual Funds	—	—	$110K	0.7%
Dimensional DFA Emerging Markets Core Equity 2 Portfolio	Mutual Funds	—	—	$107K	0.7%
Fidelity Freedom Index 2025 Fund	Mutual Funds	—	—	$96K	0.7%
JPMorgan Equity Income Fund	Other securities	—	—	$92K	0.6%
Fidelity Small Cap Value Index Fund	Common Collective Trusts	—	—	$74K	0.5%
Diamond Hill Diamond Hill Mid Cap Fund	Other securities	—	—	$73K	0.5%
MFS Mid Cap Growth Fund	Mutual Funds	—	—	$61K	0.4%
PIMCO CommodityRealReturn Strategy Fund	Mutual Funds	—	—	$54K	0.4%
Principal Funds, Inc. Principal Global Real Estate Securities Fund	Common Stocks	—	—	$54K	0.4%
American Funds American Funds The Bond Fund of America	Mutual Funds	—	—	$49K	0.3%
Vanguard Materials Index Fund	Common Collective Trusts	—	—	$47K	0.3%
Participants Notes receivable from participants (interest rates ranging from 9.50	Other securities	—	—	$46K	0.3%
Fidelity Real Estate Index Fund	Common Collective Trusts	—	—	$40K	0.3%
PIMCO Real Return Fund	Mutual Funds	—	—	$34K	0.2%
Avantis Investors Avantis U.S. Small Cap Value Fund	Other securities	—	—	$29K	0.2%
Eaton Vance Eaton Vance Income Fund of Boston	Other securities	—	—	$23K	0.2%
VanEck International Investors Gold Fund	Other securities	—	—	$21K	0.1%
Fidelity Freedom Index 2010 Fund	Mutual Funds	—	—	$20K	0.1%
Fidelity Intermediate Treasury Bond Index Fund	U.S. Treasuries	—	—	$15K	0.1%
BlackRock Strategic Global Bond Fund	Other securities	—	—	$14K	<0.1%
Fidelity Small Cap Growth Index Fund	Common Collective Trusts	—	—	$13K	<0.1%
Fidelity Extended Market Index Fund	Common Collective Trusts	—	—	$9K	<0.1%
Fidelity Emerging Markets Fund	Mutual Funds	—	—	$9K	<0.1%
Fidelity Inflation-Protected Bond Index Fund	Common Collective Trusts	—	—	$7K	<0.1%
Fidelity Freedom Index 2015 Fund	Mutual Funds	—	—	$4K	<0.1%
Fidelity Freedom Index 2020 Fund	Mutual Funds	—	—	$2K	<0.1%
Fidelity Freedom Index Income Fund	Mutual Funds	—	—	$2K	<0.1%
Federated Hermes Federated Hermes Government Obligations Fund	Other securities	—	—	$1K	<0.1%