Back to filter
Original filing (PDF)20251210094911NAL0005394704001
SCRI HOLDINGS, LLC
Form 5500
FILING_RECEIVED
SCRI HOLDINGS, LLC 401(K) PLAN
401(k) retirement plan
Active participants
1,046
Accounts w/ balance
1,258
Plan assets (EOY)
$44.5M
Net assets (EOY)
$44.5M
How this plan invests
This plan
21 pooled trusts
Schedule D
27 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 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
100
Helping the score
- Below-peer total fees (17 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SCRI HOLDINGS, LLC.
Plan sponsor
Name
SCRI HOLDINGS, LLC
EIN
59-3830450
Address
1100 DR. MARTIN LUTHER KING JR. · BLVD. SUITE 800 · NASHVILLE, TN · 37203
Phone
(615) 329-7417
Industry
Health Care & Social Assistancesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-04-01
Tax period
2025-03-31
Filed
2025-12-10
Pension benefit codes
2F · ERISA section 404(c)
2T · Default investment account (QDIA)
2J · 401(k) feature
2K · 401(m) arrangement
3B · Covers self-employed individuals
2S · Automatic enrollment
2E · Profit-sharing
2G · Total participant-directed accounts
3D · Pre-approved plan (master / prototype / VS)
2R · Participant-directed brokerage (SDBA)
Audit & trust (Schedule H)
Auditor
LBMC
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 | $77K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WEALTH MANAGEMENT SYSTEMS INC | 22-3734996 | — | NONE | $0 | — |
Investments
11 direct securities · 21 pooled funds· $45.1M(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
Common Collective Trust
$42.6M
21 holdings
Uncategorized
$2.5M
11 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| VANGUARD TARGET 2055 VANGUARD FIDUCIARY TRUST COMPANY · EIN 47-6948719 / PN 001 | Common Collective Trust | — | — | $7.1M | 15.9% | |
| VANGUARD TARGET 2045 VANGUARD FIDUCIARY TRUST COMPANY · EIN 47-6944355 / PN 001 | Common Collective Trust | — | — | $6.1M | 13.8% | |
| VANGUARD TARGET 2050 VANGUARD FIDUCIARY TRUST COMPANY · EIN 47-6944390 / PN 001 | Common Collective Trust | — | — | $6.1M | 13.7% | |
| VANGUARD TARGET 2040 VANGUARD FIDUCIARY TRUST COMPANY · EIN 47-6941351 / PN 001 | Common Collective Trust | — | — | $6.0M | 13.6% | |
| VANGUARD TARGET 2030 VANGUARD FIDUCIARY TRUST COMPANY · EIN 47-6938065 / PN 001 | Common Collective Trust | — | — | $3.9M | 8.8% | |
| VANGUARD TARGET 2035 VANGUARD FIDUCIARY TRUST COMPANY · EIN 47-6941311 / PN 001 | Common Collective Trust | — | — | $3.7M | 8.3% | |
| VANGUARD TARGET 2060 VANGUARD FIDUCIARY TRUST COMPANY · EIN 47-6948754 / PN 001 | Common Collective Trust | — | — | $3.5M | 7.8% | |
| VANGUARD TARGET 2025 VANGUARD FIDUCIARY TRUST COMPANY · EIN 47-6938034 / PN 001 | Common Collective Trust | — | — | $1.6M | 3.7% | |
| VANGUARD TARGET 2065 VANGUARD FIDUCIARY TRUST COMPANY · EIN 82-6200492 / PN 001 | Common Collective Trust | — | — | $1.1M | 2.6% | |
| NT S&P 500 IDX NL 4 NORTHERN TRUST INVESTMENTS, INC. · EIN 45-6138589 / PN 002 | Common Collective Trust | — | — | $1.1M | 2.5% | |
| dates through February 2035 - | — | — | — | $723K | 1.6% | |
| VANGUARD TARGET 2020 VANGUARD FIDUCIARY TRUST COMPANY · EIN 47-6935530 / PN 001 | Common Collective Trust | — | — | $671K | 1.5% | |
| Fidelity Brokeragelink account | — | — | — | $628K | 1.4% | |
| VANGUARD TARGET INC VANGUARD FIDUCIARY TRUST COMPANY · EIN 47-6930815 / PN 001 | Common Collective Trust | — | — | $593K | 1.3% | |
| JPMorgan Large Cap Growth R6 | — | — | — | $442K | 1.0% | |
| Northern Trust Extended Equity Mkt Indx NL4 | — | — | — | $298K | 0.7% | |
| NT EXT MKT IDX NL 4 NORTHERN TRUST INVESTMENTS, INC. · EIN 45-6138589 / PN 110 | Common Collective Trust | — | — | $298K | 0.7% | |
| VANGUARD TARGET 2070 VANGUARD FIDUCIARY TRUST COMPANY · EIN 88-6095930 / PN 001 | Common Collective Trust | — | — | $260K | 0.6% | |
| MFS MID CAP VALUE CT GREAT GRAY TRUST COMPANY · EIN 38-4139822 / PN 616 | Common Collective Trust | — | — | $135K | 0.3% | |
| Northern Trust All Country Wld Index US IMI4 | — | — | — | $100K | 0.2% | |
| NT ACWI EX US IMI 4 NORTHERN TRUST INVESTMENTS, INC. · EIN 45-6138589 / PN 223 | Common Collective Trust | — | — | $100K | 0.2% | |
| MFS Large Cap Value Fund CT | — | — | — | $98K | 0.2% | |
| MFS MID CP GROWTH CT GREAT GRAY TRUST COMPANY, LLC · EIN 38-4126294 / PN 597 | Common Collective Trust | — | — | $72K | 0.2% | |
| MM SM CAP GROWTH CT GREAT GRAY TRUST COMPANY, LLC · EIN 38-7271375 / PN 756 | Common Collective Trust | — | — | $63K | 0.1% | |
| GG EUROPAC GROWTH CT GREAT GRAY TRUST COMPANY, LLC · EIN 38-7289843 / PN 001 | Common Collective Trust | — | — | $62K | 0.1% | |
| Fidelity Total Bond K6 | — | — | — | $45K | 0.1% | |
| Galliard Stable Return Fund | — | — | — | $45K | 0.1% | |
| GALLIARD STBLE RTN E WELLS FARGO BANK, N.A. · EIN 52-2250951 / PN 001 | Common Collective Trust | — | — | $45K | 0.1% | |
| Principal Small Cap Value II R6 | — | — | — | $39K | <0.1% | |
| MFS Mid Cap Value Fund CT | — | — | — | $38K | <0.1% | |
| NT AGGR BD IDX NL 4 NORTHERN TRUST INVESTMENTS, INC. · EIN 45-6138589 / PN 088 | Common Collective Trust | — | — | $9K | <0.1% | |
| Northern Trust Aggregate Bond Index NL 4 | — | — | — | $9K | <0.1% |
Related plans
Other plans using FIDELITY INVESTMENTS INSTITUTIONAL
KAISER PERMANENTE MEDICAL CARE PROGRAM
KAISER PERMANENTE GROUP TRUST
$66.6B
MICROSOFT CORPORATION
MICROSOFT CORPORATION SAVINGS PLUS 401K PLAN
$65.6B · 123,878 participants
INTERNATIONAL BUSINESS MACHINES CORPORATION
IBM 401(K) PLAN
$60.4B · 49,030 participants
AT&T INC.
AT&T RETIREMENT SAVINGS PLAN
$43.1B · 102,760 participants
VERIZON COMMUNICATIONS INC.
VERIZON MASTER SAVINGS TRUST
$41.1B
NORTHROP GRUMMAN CORPORATION
NORTHROP GRUMMAN SAVINGS PLAN
$39.5B · 99,799 participants
Similar-size Health Care & Social Assistance plans
SDI SERVICES LLC
SDI SERVICES LLC 401(K) PLAN
$44.7M · 639 participants
SWDIC IMAGING CENTER PARTNERSHIP, LLP
SOUTHWEST DIAGNOSTIC IMAGING CENTER 401(K) RETIREMENT PLAN
$43.0M · 190 participants
SEASPINE HOLDINGS CORPORATION
SEASPINE HOLDINGS CORPORATION 401(K) TRUST
$42.9M · 500 participants
LFB USA, INC.
LFB USA, INC. 401(K) PLAN
$42.3M · 291 participants
AEGIS SCIENCES CORPORATION
AEGIS SCIENCES CORPORATION 401(K) PLAN
$47.7M · 774 participants
MILLENNIUM HEALTH, LLC
MILLENNIUM HEALTH, LLC 401(K) PROFIT SHARING PLAN
$48.1M · 932 participants
Large plans in Tennessee
FEDEX CORPORATION
FEDEX CORPORATION EMPLOYEES' PENSION TRUST
$27.6B
FEDEX CORPORATION
FEDEX CORPORATION EMPLOYEES' PENSION PLAN
$26.9B · 113,256 participants
FEDEX CORPORATION
FEDEX CORPORATION RETIREMENT SAVINGS PLAN
$25.4B · 102,265 participants
HCA INC.
HCA 401(K) PLAN
$23.8B · 310,762 participants
HCA INC.
HCA INC. MASTER RETIREMENT TRUST
$23.4B
ALLIANCEBERNSTEIN LP
AB US LARGE CAP GROWTH COLLECTIVE TRUST
$8.9B