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Original filing (PDF)20251015091231NAL0002151091001
SCAFFOLD RESOURCE, LLC
Form 5500
FILING_RECEIVED
SCAFFOLD RESOURCE, L.L.C. SELECT 401(K) PLAN
401(k) retirement plan
Active participants
217
Accounts w/ balance
119
Plan assets (EOY)
$9.5M
Net assets (EOY)
$9.5M
How this plan invests
This plan
23 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
97
/ 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
100
Vendor stack
100
Participation health
80
Knocking points off
- 55% balance-to-active ratio — below typical for a healthy 401(k).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SCAFFOLD RESOURCE, LLC.
Plan sponsor
Name
SCAFFOLD RESOURCE, LLC
EIN
52-2343248
Address
9513 LANHAM SEVERN ROAD · LANHAM, MD · 20706
Phone
(301) 924-7223
Industry
Constructionsee 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
3B · Covers self-employed individuals
3H · Sponsor in controlled / affiliated group
2A · Age/service weighted or new comparability
2G · Total participant-directed accounts
2E · Profit-sharing
2F · ERISA section 404(c)
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
FORVIS MAZARS LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $35K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NORTHWESTERN MUTUAL WEALTH MGMT CO | 39-2018056 | — | ADVISOR | $20K | — |
Investments
23 direct securities· $9.3M(97% of reported assets)
Uncategorized
$7.6M
22 holdings
Mutual Funds
$1.7M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| s * Fidelity US Bond Index Fund | Mutual Funds | — | — | $1.7M | 17.6% | |
| Fidelity Mid Cap Index Fund | — | — | — | $1.3M | 14.1% | |
| MFS Growth Fund | — | — | — | $980K | 10.3% | |
| MFS Value Fund | — | — | — | $884K | 9.3% | |
| Fidelity International Index Fund | — | — | — | $518K | 5.4% | |
| Fidelity International Capital Appreciation Fund | — | — | — | $463K | 4.9% | |
| Cohen & Steers Real Estate Securities Fund | — | — | — | $441K | 4.6% | |
| Fidelity 500 Index Fund | — | — | — | $418K | 4.4% | |
| Fidelity Freedom 2045 Fund | — | — | — | $337K | 3.5% | |
| Fidelity Total Bond Fund | — | — | — | $335K | 3.5% | |
| Fidelity Freedom 2060 Fund | — | — | — | $322K | 3.4% | |
| Fidelity Freedom 2055 Fund | — | — | — | $286K | 3.0% | |
| Fidelity Freedom 2050 Fund | — | — | — | $242K | 2.5% | |
| Allspring Special Small Cap Value Fund | — | — | — | $222K | 2.3% | |
| Fidelity Government Market Fund | — | — | — | $219K | 2.3% | |
| Fidelity Small Cap Index Fund | — | — | — | $148K | 1.6% | |
| Morgan Stanley Emerging Markets Fund | — | — | — | $132K | 1.4% | |
| Black Rock High Yield Institutional Fund | — | — | — | $99K | 1.0% | |
| Fidelity Freedom 2030 Fund | — | — | — | $93K | 1.0% | |
| Fidelity Freedom 2040 Fund | — | — | — | $58K | 0.6% | |
| Fidelity Freedom 2035 Fund | — | — | — | $34K | 0.4% | |
| Fidelity Freedom 2065 Fund | — | — | — | $10K | 0.1% | |
| Fidelity Freedom 2025 Fund | — | — | — | $9K | <0.1% |
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