Original filing (PDF)20250922141141NAL0002179827001

SCANDRILL, INC.

Name: SCANDRILL, INC. — SCANDRILL, INC. 401(K) PLAN, Form 5500 (2024)
Creator: SCANDRILL, INC.

Form 5500

FILING_RECEIVED

SCANDRILL, INC. 401(K) PLAN

401(k) retirement plan

Signals · 1

1 failed disclosure

Active participants

280

Accounts w/ balance

365

Plan assets (EOY)

$15.8M

Net assets (EOY)

$15.8M

How this plan invests

This plan

31 securities

funds · stocks · CUSIPs

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

Plan health score (directional)

/ 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

Concentration risk

100

Total plan cost

100

Vendor stack

100

Participation health

100

Knocking points off

1 Schedule C provider failed to disclose compensation.

Helping the score

Below-peer total fees (8 bps vs 29 bps peer median).

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SCANDRILL, INC..

Plan sponsor

Name

SCANDRILL, INC.

EIN

74-1914865

Address

11777 KATY FWY · STE 300 · HOUSTON, TX · 77079

Phone

(281) 496-5571

Industry

Mining, Quarrying, Oil & Gassee 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

2025-09-22

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)

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

Audit & trust (Schedule H)

Auditor

WITHUMSMITHBROWN, PC

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

1 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
FIDELITY INVESTMENTS INSTITUTIONAL	04-2647786	—	RECORDKEEPER	$13K	—

Failed / refused disclosures (Sched C Part 2)

Provider	Nondisclosure info
—	—

Investments

31 direct securities· $15.9M(100% of reported assets)

Uncategorized

$15.8M

30 holdings

Mutual Funds

$63K

1 holding

Investment	Type	Shares / units	Cost	Current value	% of plan
Fidelity Management Trust Company Fidelity 500 Index Fund	—	—	—	$2.4M	15.5%
Fidelity Management Trust Company Fidelity Freedom 2040 Fund Class K	—	—	—	$2.1M	13.3%
Fidelity Management Trust Company Fidelity Freedom 2055 Fund Class K	—	—	—	$1.6M	10.1%
Fidelity Management Trust Company Fidelity Freedom 2035 Fund Class K	—	—	—	$1.3M	7.9%
Money market fund * Fidelity Management Trust Company Fidelity Government Money Market	—	—	—	$1.1M	7.3%
Fidelity Management Trust Company Fidelity Freedom 2050 Fund Class K	—	—	—	$1.0M	6.5%
vested accrued benefits, maturing through June 2039. -	—	—	—	$939K	6.0%
Fidelity Management Trust Company Fidelity Freedom 2045 Fund Class K	—	—	—	$703K	4.5%
Fidelity Management Trust Company Fidelity Freedom 2065 Fund Class K	—	—	—	$606K	3.8%
Fidelity Management Trust Company Fidelity Freedom 2060 Fund Class K	—	—	—	$529K	3.4%
Columbia Small Cap Index Fund Institutional Class	—	—	—	$508K	3.2%
Columbia TCW MW TOT RTN BD M	—	—	—	$400K	2.5%
Oakmark Equity & Income Investor	—	—	—	$390K	2.5%
Fidelity Management Trust Company Fidelity Contrafund	—	—	—	$370K	2.3%
Fidelity Management Trust Company Fidelity International Growth	—	—	—	$247K	1.6%
Invesco Global Class Y	—	—	—	$228K	1.4%
Fidelity Management Trust Company Fidelity Mid Cap Index	—	—	—	$211K	1.3%
Fidelity Management Trust Company Fidelity Freedom 2020 Fund Class K ** 10 * Fidelity Management Trust Company Fidelity Freedom 2025 Fund Class K	—	—	—	$200K	1.3%
Fidelity Management Trust Company Fidelity Freedom 2030 Fund Class K	—	—	—	$190K	1.2%
Fidelity Management Trust Company Fidelity Low-Priced Stock	—	—	—	$159K	1.0%
Fidelity Management Trust Company Fidelity Global ex U.S. Index Fund	—	—	—	$158K	1.0%
Carillon Eagle Mid Cap Growth Fund Class A	—	—	—	$151K	1.0%
Fidelity Management Trust Company Fidelity International Capital Appreciation	—	—	—	$102K	0.6%
American Beacon American Beacon Large Cap Value Fund Investor	Mutual Funds	—	—	$63K	0.4%
New York Life Investment Management LLC NYLI W LRG CP GR I	—	—	—	$44K	0.3%
Loans to participants	—	—	—	$35K	0.2%
Macquarie MGL SM CAP VAL INST	—	—	—	$34K	0.2%
BlackRock Equity Dividend I Institutional	—	—	—	$34K	0.2%
Fidelity Management Trust Company Fidelity Freedom 2010 Fund Class K	—	—	—	$33K	0.2%
Invesco High Yield R5	—	—	—	$11K	<0.1%
Fidelity Management Trust Company Fidelity Freedom 2070 Fund Class K	—	—	—	$7K	<0.1%