Back to filter
Original filing (PDF)20250306093342NAL0010092721001
SCALLON CONTROLS, INC.
Form 5500
FILING_RECEIVED
SCALLON CONTROLS, INC. 401(K) BONUS PLAN AND TRUST
401(k) retirement plan
Active participants
107
Accounts w/ balance
131
Plan assets (EOY)
$11.6M
Net assets (EOY)
$11.6M
Plan health score (directional)
86
/ 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
75
Total plan cost
65
Vendor stack
100
Participation health
100
Knocking points off
- 47 bps in Schedule C fees — 61% above peer band of 29 bps.
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SCALLON CONTROLS, INC..
Plan sponsor
Name
SCALLON CONTROLS, INC.
EIN
74-1918146
Address
4850 ROMEDA ROAD · BEAUMONT, TX · 777051129
Phone
(409) 842-5950
Industry
Wholesale Tradesee all
Plan administrator
Name
SCALLON CONTROLS, INC.
EIN
74-1918146
City
BEAUMONT, TX
Phone
(409) 842-5950
Plan characteristics
Plan number
002
Plan year
2023
Plan year begin
2023-07-01
Tax period
2024-06-30
Filed
2025-03-06
Pension benefit codes
2E · Profit-sharing
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
Audit & trust (Schedule H)
Auditor
WATHEN, DESHONG & JUNCKER, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $22K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| KESTRA ADVISORY SERVICES LLC | — | AUSTIN, TX | INVESTMENT ADVISOR | $20K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ADVISORY GROUP LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $12K | — |
Investments
The Schedule of Assets is filed as a free-form PDF attachment on EFAST2; we parse these offline and coverage is partial (priority is the largest plans by EOY assets). This plan also reports no pooled (Schedule D) interests, so its holdings aren’t hidden on a master-trust filing. The line-item data lives on DOL EFAST2 under the same ACK_ID.
See Methodology > Data linkages for how Form 5500 / Schedule H / Schedule D / Schedule of Assets fit together.
Related plans
Other plans using EMPOWER ANNUITY INSURANCE COMPANY
SOUTHWEST AIRLINES CO.
SOUTHWEST AIRLINES CO. RETIREMENT SAVINGS PLAN
$17.0B · 74,221 participants
ABBVIE INC.
ABBVIE SAVINGS PLAN
$13.4B · 28,506 participants
ADVOCATE AURORA HEALTH, INC
ADVOCATE AURORA HEALTH 401(K) PLAN
$10.5B · 83,445 participants
BECHTEL GLOBAL CORPORATION
BECHTEL TRUST & THRIFT PLAN
$6.1B · 8,546 participants
BLOOMBERG L.P.
BLOOMBERG L.P. 401(K) PLAN
$5.7B · 14,853 participants
SCHNEIDER ELECTRIC HOLDINGS, INC.
SCHNEIDER ELECTRIC 401(K) PLAN
$5.1B · 20,597 participants
Similar-size Wholesale Trade plans
FLUID POWER ENGINEERING COMPANY, INC. DBA FPE AUTOMATION, INC.
FLUID POWER ENGINEERING COMPANY, INC. EMPLOYEES' 401(K) RETIREMENT PLAN AND TRUST
$11.6M · 61 participants
KORNIT DIGITAL NORTH AMERICA, IN
KORNIT DIGITAL NORTH AMERICA INC 401K PROFIT SHARING PLAN
$11.6M · 110 participants
THE KELLY SUPPLY COMPANY
KELLY SUPPLY COMPANY 401(K) PROFIT SHARING PLAN AND TRUST
$11.5M · 90 participants
VC999 PACKAGING SYSTEMS, INC.
VC999 PACKAGING SYSTEMS, INC. 401(K) PLAN
$11.6M · 105 participants
PROCONEX MANAGEMENT GROUP, INC.
THE PROCONEX GROUP EMPLOYEE STOCK OWNERSHIP PLAN
$11.6M · 260 participants
A.W. MILLER TECHNICAL SALES
A.W. MILLER TECHNICAL SALES INC. PROFIT SHARING PLAN
$11.5M · 44 participants
Large plans in Texas
AT&T INC.
AT&T RETIREMENT SAVINGS PLAN
$43.1B · 102,760 participants
AT&T INC.
AT&T SAVINGS PLAN MASTER TRUST
$42.6B
AT&T INC.
SBC MASTER PENSION TRUST
$30.6B
AT&T INC.
AT&T PENSION BENEFIT PLAN
$28.3B · 93,065 participants
AMERICAN AIRLINES, INC. - RETIREMENT
MASTER TRUST FOR DC PLANS OF AMERICAN AIRLINES, INC. AND AFFILIATES
$27.7B
SAMMONS ENTERPRISES, INC.
SAMMONS ENTERPRISES, INC. EMPLOYEE STOCK OWNERSHIP PLAN
$23.9B · 3,454 participants