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Original filing (PDF)20260225175635NAL0003201889001
THE SCOULAR COMPANY
Form 5500
FILING_RECEIVED
THE SCOULAR COMPANY PROFIT SHARING RETIREMENT PLAN
Defined-contribution retirement plan
Signals · 3
99% in single holding99% employer stockNo recordkeeper disclosed
Active participants
420
Accounts w/ balance
819
Plan assets (EOY)
$87.1M
Net assets (EOY)
$77.0M
How this plan invests
This plan
3 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
88
/ 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
50
Total plan cost
100
Vendor stack
80
Participation health
100
Knocking points off
- Top holding "The Scoular Company 185,188 shares of common stock" is 99% of plan.
- 99% of plan in employer / sponsor stock.
- No recordkeeper disclosed on Schedule C.
Helping the score
- Below-peer total fees (6 bps vs 16 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for THE SCOULAR COMPANY.
Plan sponsor
Name
THE SCOULAR COMPANY
EIN
47-0599176
Address
13660 CALIFORNIA ST · PO BOX 542047 · OMAHA, NE · 68154
Phone
(402) 342-3500
Industry
Wholesale Tradesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-06-01
Tax period
2025-05-31
Filed
2026-02-25
Pension benefit codes
2E · Profit-sharing
3H · Sponsor in controlled / affiliated group
3I · Requires investment in employer securities
Audit & trust (Schedule H)
Auditor
FRANKEL, LLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsAccountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FRANKEL LLC | 47-0574775 | — | ACCOUNTANT | $16K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CHARTWELL | 36-4799908 | — | VALUATION SERVICES | $39K | — |
Investments
3 direct securities· $87.1M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| The Scoular Company 185,188 shares of common stock | — | — | $14.3M | $86.0M | 98.8% | |
| Bank of America Money Market Savings Account | — | — | $1.1M | $1.1M | 1.2% | |
| Scoular International Sales Corp. 185,188 shares of common stock | — | — | $2K | $2K | <0.1% |