How big is SCS Capital Management, LLC's plan?

SCS Capital Management, LLC's plan reported $33.7M in assets and 140 participants for 2024.

Original filing (PDF)20251015114518NAL0005974192001

SCS Capital Management, LLC

Name: SCS Capital Management, LLC — SCS Capital Management, Form 5500 (2024)
Creator: SCS Capital Management, LLC
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

SCS Capital Management 401(k) Plan

401(k) retirement plan · SCS Capital Management, LLC's SCS Capital Management 401(k) Plan held $33.7M in plan assets for 140 participants in 2024.

Signals · 1

High average account balance

Active participants

140

Accounts w/ balance

175

Plan assets (EOY)

$33.7M

Net assets (EOY)

$33.7M

People on this filing

Alden Reed signed SCS Capital Management, LLC's 2024 Form 5500 as plan administrator.

Alden Reed — 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

SCS Capital Management, LLC's EIN is 56-2289718.

EIN 56-2289718

Plan number 001

Plan year 2024

ACK ID 20251015114518NAL0005974192001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for SCS Capital Management, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

SCS Capital Management, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for SCS CAPITAL MANAGEMENT, LLC.

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How this plan invests

This plan

35 securities

funds · stocks · CUSIPs

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

Plan health score

Top-tier plan health

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

100

Total plan cost

Plan health

Vendor & structure

100

Helping the score

Below-peer total plan cost (96th percentile).
High average account balance (95th percentile).

Plan sponsor

Name

SCS CAPITAL MANAGEMENT, LLC

EIN

all filings

Address

888 BOYLSTON ST, SUITE 1010 · BOSTON, MA · 02199

Phone

(617) 204-6440

Industry

Finance & Insurance

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

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)

3H · Sponsor in controlled / affiliated group

3D · Pre-approved plan (master / prototype / VS)

Service providers (Schedule C)

No Schedule C providers reported

Investments

35 direct securities· $32.5M(96% of reported assets)

Mutual Funds

$18.1M

21 holdings

Common Collective Trusts

$8.1M

5 holdings

Other securities

$6.2M

8 holdings

Bonds / Notes

$102K

1 holding

					% of plan
VANGUARD GROWTH INDEX I Mutual Fund	Mutual Funds	—	—	$7.2M	21.4%
VANGUARD TOTAL STOCK MKT IDX ADM Mutual Fund	Common Collective Trusts	—	—	$6.6M	19.7%
WCM FOCUSED INTERNATIONAL GROWTH INSTL Mutual Fund	Other securities	—	—	$2.2M	6.6%
VANGUARD TARGET RETIREMENT 2045 INV Mutual Fund	Mutual Funds	—	—	$1.7M	5.0%
VANGUARD MID CAP INDEX ADM Mutual Fund	Mutual Funds	—	—	$1.4M	4.1%
FIDELITY GOVERNMENT MMKT PRM Mutual Fund	Mutual Funds	—	—	$1.3M	4.0%
EDGEWOOD GROWTH INSTL Mutual Fund	Other securities	—	—	$1.2M	3.6%
VANGUARD DEVELOPED MARKETS IDX ADMIRAL Mutual Fund	Common Collective Trusts	—	—	$1.2M	3.5%
VICTORY SYCAMORE ESTABLISHED VALUE I Mutual Fund	Other securities	—	—	$1.1M	3.3%
VANGUARD TARGET RETIREMENT 2055 INV Mutual Fund	Mutual Funds	—	—	$1.0M	3.1%
VANGUARD TARGET RETIREMENT 2060 INV Mutual Fund	Mutual Funds	—	—	$814K	2.4%
VANGUARD TARGET RETIREMENT 2030 INV Mutual Fund	Mutual Funds	—	—	$787K	2.3%
GUGGENHEIM TOTAL RETURN BOND FUND CL R6 Mutual Fund	Other securities	—	—	$748K	2.2%
VANGUARD TARGET RETIREMENT 2065 FUND INVESTOR SHARES Mutual Fund	Mutual Funds	—	—	$654K	1.9%
VANGUARD TARGET RETIREMENT 2040 INV Mutual Fund	Mutual Funds	—	—	$630K	1.9%
HARTFORD INTERNATIONAL VALUE R6 Mutual Fund	Other securities	—	—	$611K	1.8%
VANGUARD MID-CAP VALUE INDEX ADMIRAL Mutual Fund	Mutual Funds	—	—	$575K	1.7%
VANGUARD VALUE INDEX ADM Mutual Fund	Mutual Funds	—	—	$335K	1.0%
VANGUARD EMERGING MKTS STOCK IDX ADM Mutual Fund	Common Collective Trusts	—	—	$274K	0.8%
VANGUARD TARGET RETIREMENT 2050 INV Mutual Fund	Mutual Funds	—	—	$259K	0.8%
VANGUARD SMALL CAP INDEX ADM Mutual Fund	Mutual Funds	—	—	$235K	0.7%
VANGUARD SMALL CAP VALUE INDEX ADMIRAL Mutual Fund	Mutual Funds	—	—	$221K	0.7%
PIMCO INCOME INSTL Mutual Fund	Mutual Funds	—	—	$199K	0.6%
VANGUARD MID-CAP GROWTH INDEX ADMIRAL Mutual Fund	Mutual Funds	—	—	$185K	0.5%
VANGUARD TOTAL BOND MARKET INDEX ADM Mutual Fund	Mutual Funds	—	—	$185K	0.5%
DOUBLELINE TOTAL RETURN BOND I Mutual Fund	Other securities	—	—	$184K	0.5%
VANGUARD TARGET RETIREMENT 2035 INV Mutual Fund	Mutual Funds	—	—	$159K	0.5%
VANGUARD SPECIALIZED FD VANGUARD REAL ESTATE INDEX ADMIRALMutual Fund	Mutual Funds	—	—	$127K	0.4%
Participant Loans Interest Rates (4.25% - 9.5%) 0	Bonds / Notes	—	—	$102K	0.3%
FPA NEW INCOME Mutual Fund	Other securities	—	—	$93K	0.3%
VANGUARD INTERM-TM TREAS IDX ADMIRAL Mutual Fund	Common Collective Trusts	—	—	$43K	0.1%
VANGUARD TARGET RETIREMENT INCOME INV Mutual Fund	Mutual Funds	—	—	$25K	<0.1%
BRANDYWINEGLOBAL-HIGH YIELD FD CL I Mutual Fund	Other securities	—	—	$19K	<0.1%
VANGUARD TARGET RETIREMENT 2025 INV Mutual Fund	Mutual Funds	—	—	$13K	<0.1%
VANGUARD SHRT-TERM INFL-PROT SEC IDX ADM Mutual Fund	Common Collective Trusts	—	—	$2K	<0.1%