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Original filing (PDF)20250708050940NAL0006067536001
SCALEWORKS, INC.
Form 5500
FILING_RECEIVED
SCALEWORKS 401(K) PLAN
401(k) retirement plan
Active participants
151
Accounts w/ balance
137
Plan assets (EOY)
$3.6M
Net assets (EOY)
$3.6M
How this plan invests
This plan
1 pooled trust
Schedule D
30 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
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SCALEWORKS, INC..
Plan sponsor
Name
SCALEWORKS, INC.
EIN
61-1734482
Address
122 E HOUSTON ST. #105 · SAN ANTONIO, TX · 78205
Phone
(414) 731-4043
Industry
Custom Computer Programming· Professional & Technical Servicessee 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
2025-07-08
Pension benefit codes
2A · Age/service weighted or new comparability
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)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
PEGGY S. EDGE CPA LLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $21K | — |
Investments
29 direct securities · 1 pooled fund· $3.5M(98% 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.
Registered Investment Companies
$3.4M
28 holdings
Common Collective Trust
$77K
1 holding
Uncategorized
$44K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| FID FREEDOM INDEX 2040 PREMIER | Registered Investment Companies | — | — | $536K | 15.1% | |
| FID FREEDOM INDEX 2055 PREMIER | Registered Investment Companies | — | — | $459K | 12.9% | |
| FID FREEDOM INDEX 2045 PREMIER | Registered Investment Companies | — | — | $412K | 11.6% | |
| FID FREEDOM INDEX 2060 PREMIER | Registered Investment Companies | — | — | $334K | 9.4% | |
| FID FREEDOM INDEX 2050 PREMIER | Registered Investment Companies | — | — | $325K | 9.1% | |
| MFS TOTAL RETURN - R6 | Registered Investment Companies | — | — | $293K | 8.2% | |
| FID FREEDOM INDEX 2035 PREMIER | Registered Investment Companies | — | — | $159K | 4.5% | |
| STATE ST EQUITY 500 INDEX K | Registered Investment Companies | — | — | $150K | 4.2% | |
| FID FREEDOM INDEX 2030 PREMIER | Registered Investment Companies | — | — | $146K | 4.1% | |
| AMF GROWTH FUND OF AMERICA R6 | Registered Investment Companies | — | — | $124K | 3.5% | |
| VANGUARD MID CAP INDEX - ADM | Registered Investment Companies | — | — | $122K | 3.4% | |
| INVESCO STABLE ASSET - ADPZ INVESCO TRUST COMPANY · EIN 27-3884161 / PN 001 | Common Collective Trust | — | — | $77K | 2.2% | |
| VANGUARD INTERMEDIATE TERM BON | Registered Investment Companies | — | — | $52K | 1.5% | |
| VANGUARD SM CAP VAL INDEX ADM | Registered Investment Companies | — | — | $50K | 1.4% | |
| PARTICIPANT LOANS 522 REGISTERED INVESTMENT COMPANY NUVEEN SMALLCAP BLEND INDEX R6 22 REGISTERED INVESTMENT COMPANY VANGUARD SMALL CAP INDEX ADMRL | — | — | — | $44K | 1.2% | |
| FID FREEDOM INDEX 2065 PREMIER | Registered Investment Companies | — | — | $35K | 1.0% | |
| FID FREEDOM INDEX 2020 PREMIER | Registered Investment Companies | — | — | $31K | 0.9% | |
| FID FREEDOM INDEX 2025 PREMIER | Registered Investment Companies | — | — | $31K | 0.9% | |
| JPMORGAN EQUITY INCOME FUND R6 | Registered Investment Companies | — | — | $24K | 0.7% | |
| ISHARES MSCI EAFE INTL INDEX K | Registered Investment Companies | — | — | $24K | 0.7% | |
| PRI REAL ESTATE SECURITIES R6 | Registered Investment Companies | — | — | $15K | 0.4% | |
| VANGUARD EMG MKTS STK IDX ADM | Registered Investment Companies | — | — | $14K | 0.4% | |
| T. ROWE PRICE DIVIDEND GR I | Registered Investment Companies | — | — | $13K | 0.4% | |
| BLACKROCK HIGH YIELD K | Registered Investment Companies | — | — | $11K | 0.3% | |
| FID FREE INDX 2015 PREM 255 REGISTERED INVESTMENT COMPANY FID FREEDOM INDEX INC PREMIER | Registered Investment Companies | — | — | $7K | 0.2% | |
| BLACKROCK TOTAL RETURN K | Registered Investment Companies | — | — | $7K | 0.2% | |
| T ROWE PRICE OVERSEAS STOCK | Registered Investment Companies | — | — | $4K | 0.1% | |
| GS INFLATION PROTECTED SEC R6 | Registered Investment Companies | — | — | $3K | <0.1% | |
| DFA COMMODITY STRAT PORT INST | Registered Investment Companies | — | — | $2K | <0.1% | |
| JANUS HENDERSON TRITON FUND N | Registered Investment Companies | — | — | $1K | <0.1% |
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