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Original filing (PDF)20250926101759NAL0009284161001
SCADA PRODUCTS, LLC
Form 5500
FILING_RECEIVED
SCADA PRODUCTS, LLC 401(K) PLAN
401(k) retirement plan
Signals · 1
~81 bps in Sched C fees
Active participants
329
Accounts w/ balance
184
Plan assets (EOY)
$7.9M
Net assets (EOY)
$7.9M
How this plan invests
This plan
32 pooled trusts
Schedule D
30 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
100
Total plan cost
65
Vendor stack
100
Participation health
80
Knocking points off
- 81 bps in Schedule C fees — 55% above peer band of 52 bps.
- 56% balance-to-active ratio — below typical for a healthy 401(k).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SCADA PRODUCTS, LLC.
Plan sponsor
Name
SCADA PRODUCTS, LLC
EIN
61-1711852
Address
1600 STOUT STREET - SUITE 1050 · DENVER, CO · 80202
Phone
(205) 558-9603
Industry
Manufacturingsee 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
2025-09-26
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2J · 401(k) feature
2K · 401(m) arrangement
2G · Total participant-directed accounts
2R · Participant-directed brokerage (SDBA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
WARREN AVERETT, LLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TRANSAMERICA FINANCIAL LIFE INS CO | 36-6071399 | — | RECORDKEEPER | $22K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MERRILL LYNCH LIFE AGENCY, INC. | 13-2808480 | — | INVESTMENT ADVISORY PLAN | $39K | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| AZALEA ADMINISTRATION, LLC | 27-0711617 | — | TPA | $3K | — |
Investments
1 direct security · 32 pooled funds· $7.3M(93% 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.
Pooled Separate Account
$7.3M
32 holdings
Uncategorized
$1K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| TA BLACKROCK LIFEPATH INDEX 2045 RE TRANSAMERICA FINANCIAL LIFE INS CO · EIN 83-1098532 / PN 306 | Pooled Separate Account | — | — | $930K | 11.8% | |
| TA BLACKROCK LIFEPATH INDEX 2050 RE TRANSAMERICA FINANCIAL LIFE INS CO · EIN 83-1098532 / PN 307 | Pooled Separate Account | — | — | $689K | 8.7% | |
| TA BLACKROCK LIFEPATH INDEX 2035 RE TRANSAMERICA FINANCIAL LIFE INS CO · EIN 83-1098532 / PN 304 | Pooled Separate Account | — | — | $603K | 7.6% | |
| TA BLACKROCK LIFEPATH INDEX RETIREM TRANSAMERICA FINANCIAL LIFE INS CO · EIN 83-1098532 / PN 301 | Pooled Separate Account | — | — | $540K | 6.8% | |
| FIDELITY 500 INDEX RET ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 83-1098532 / PN 135 | Pooled Separate Account | — | — | $498K | 6.3% | |
| STATE STREET RUSSELL LG CP GR IDX R TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 173 | Pooled Separate Account | — | — | $492K | 6.2% | |
| TA BLACKROCK LIFEPATH INDEX 2055 RE TRANSAMERICA FINANCIAL LIFE INS CO · EIN 83-1098532 / PN 308 | Pooled Separate Account | — | — | $466K | 5.9% | |
| FIDELITY INTERNATIONAL INDEX RET AC TRANSAMERICA FINANCIAL LIFE INS CO · EIN 83-1098532 / PN 270 | Pooled Separate Account | — | — | $423K | 5.4% | |
| VANGUARD WINDSOR II RET ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 906 | Pooled Separate Account | — | — | $383K | 4.9% | |
| TA BLACKROCK LIFEPATH INDEX 2060 RE TRANSAMERICA FINANCIAL LIFE INS CO · EIN 83-1098532 / PN 309 | Pooled Separate Account | — | — | $346K | 4.4% | |
| JPMORGAN LARGE CAP GROWTH RET ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 580 | Pooled Separate Account | — | — | $315K | 4.0% | |
| TA BLACKROCK LIFEPATH INDEX 2040 RE TRANSAMERICA FINANCIAL LIFE INS CO · EIN 83-1098532 / PN 305 | Pooled Separate Account | — | — | $295K | 3.7% | |
| TA BLACKROCK LIFEPATH INDEX 2030 RE TRANSAMERICA FINANCIAL LIFE INS CO · EIN 83-1098532 / PN 303 | Pooled Separate Account | — | — | $189K | 2.4% | |
| FIDELITY SMALL CAP INDEX RET ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 83-1098532 / PN 139 | Pooled Separate Account | — | — | $180K | 2.3% | |
| FIDELITY U.S. BOND INDEX RET ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 83-1098532 / PN 161 | Pooled Separate Account | — | — | $152K | 1.9% | |
| LORD ABBETT DEVELOPING GROWTH RET A TRANSAMERICA FINANCIAL LIFE INS CO · EIN 83-1098532 / PN 381 | Pooled Separate Account | — | — | $152K | 1.9% | |
| AMERICAN CENTURY MID CAP VALUE RET TRANSAMERICA FINANCIAL LIFE INS CO · EIN 83-1098532 / PN 194 | Pooled Separate Account | — | — | $145K | 1.8% | |
| JANUS HENDERSON ENTERPRISE RET ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 881 | Pooled Separate Account | — | — | $130K | 1.6% | |
| AMERICAN CENTURY SMALL CAP VALUE RE TRANSAMERICA FINANCIAL LIFE INS CO · EIN 83-1098532 / PN 364 | Pooled Separate Account | — | — | $114K | 1.4% | |
| AMERICAN FUNDS BALANCED RET ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 228 | Pooled Separate Account | — | — | $85K | 1.1% | |
| VOYA INTERMED BOND RET ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 83-1098532 / PN 127 | Pooled Separate Account | — | — | $66K | 0.8% | |
| FIDELITY MID CAP INDEX RET ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 83-1098532 / PN 138 | Pooled Separate Account | — | — | $44K | 0.6% | |
| STATE STREET RUSSELL LG CP VAL IDX TRANSAMERICA LIFE INSURANCE COMPANY · EIN 36-6071399 / PN 171 | Pooled Separate Account | — | — | $21K | 0.3% | |
| AMERICAN FUNDS NEW WORLD RET ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 625 | Pooled Separate Account | — | — | $20K | 0.2% | |
| DEUTSCHE REAL ESTATE SEC RET ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 634 | Pooled Separate Account | — | — | $19K | 0.2% | |
| TRANSAMERICA INTL EQUITY RET ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 603 | Pooled Separate Account | — | — | $6K | <0.1% | |
| AMERICAN FDS EUROPACIFIC GR RT ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 076 | Pooled Separate Account | — | — | $6K | <0.1% | |
| PGIM HIGH YIELD RET ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 900 | Pooled Separate Account | — | — | $4K | <0.1% | |
| FIDELITY INFL-PROTECTD BOND INDEX R TRANSAMERICA FINANCIAL LIFE INS CO · EIN 83-1098532 / PN 159 | Pooled Separate Account | — | — | $2K | <0.1% | |
| NEUBERGER BERMAN STRTG INC RET ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 952 | Pooled Separate Account | — | — | $2K | <0.1% | |
| Fidelity Infl-Protected Bond Index Pooled separate account | — | — | — | $1K | <0.1% | |
| LORD ABBETT INC RET ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 83-1098532 / PN 120 | Pooled Separate Account | — | — | $873 | <0.1% | |
| TA BLACKROCK LIFEPATH INDEX 2025 RE TRANSAMERICA FINANCIAL LIFE INS CO · EIN 83-1098532 / PN 302 | Pooled Separate Account | — | — | $0 | <0.1% |
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