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Original filing (PDF)20251007155945NAL0008242576001
SCALED COMPOSITES, LLC
Form 5500
FILING_RECEIVED
SCALED COMPOSITES, LLC INCENTIVE SAVINGS PLAN
401(k) retirement plan
Active participants
283
Accounts w/ balance
369
Plan assets (EOY)
$48.9M
Net assets (EOY)
$48.9M
How this plan invests
This plan
1 pooled trust
Schedule D
29 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 SCALED COMPOSITES, LLC.
Plan sponsor
Name
SCALED COMPOSITES, LLC
EIN
77-0554360
Address
1624 FLIGHT LINE · MOJAVE, CA · 935011663
Phone
(661) 824-4541
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
2025-10-07
Pension benefit codes
2T · Default investment account (QDIA)
3H · Sponsor in controlled / affiliated group
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
3B · Covers self-employed individuals
2S · Automatic enrollment
3D · Pre-approved plan (master / prototype / VS)
2R · Participant-directed brokerage (SDBA)
Audit & trust (Schedule H)
Auditor
HUTCHINSON & BLOODGOOD LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $43K | — |
Advisor / Consultant
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CERITY PARTNERS RETIREMENT PLAN | 35-2467663 | — | ADVISOR | $81K | — |
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $10K | — |
Investments
29 direct securities · 1 pooled fund· $50.2M(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.
Uncategorized
$48.8M
29 holdings
Common Collective Trust
$1.4M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Instl Target Retirement 2060 Fund Mutual Fund | — | — | — | $10.5M | 21.5% | |
| Vanguard Instl Target Retirement 2050 Fund Mutual Fund | — | — | — | $7.6M | 15.6% | |
| Vanguard Total International Stock Index Fund Mutual Fund * FID 500 Index Mutual Fund | — | — | — | $5.1M | 10.4% | |
| Columbia Seligman Global Technology Fund Mutual Fund | — | — | — | $3.5M | 7.2% | |
| Vanguard Instl Target Retirement 2030 Fund Mutual Fund | — | — | — | $2.2M | 4.6% | |
| Vanguard Instl Target Retirement 2040 Fund Mutual Fund | — | — | — | $2.2M | 4.5% | |
| Edgewood Growth Fund Mutual Fund | — | — | — | $1.8M | 3.6% | |
| Vanguard Instl Target Retirement 2020 Fund Mutual Fund | — | — | — | $1.5M | 3.1% | |
| Columbia Contrarian Core Fund Mutual Fund | — | — | — | $1.4M | 2.9% | |
| Invesco Stable Value Trust Class III Collective Trust Fund | — | — | — | $1.4M | 2.9% | |
| INVESCO STBL VAL A1 INVESCO TRUST COMPANY · EIN 84-1142974 / PN 001 | Common Collective Trust | — | — | $1.4M | 2.9% | |
| FID Mid Cap IDX Mutual Fund | — | — | — | $1.4M | 2.9% | |
| Vanguard Instl Target Retirement 2035 Fund Mutual Fund | — | — | — | $1.3M | 2.7% | |
| FID Small Cap IDX Mutual Fund | — | — | — | $1.3M | 2.6% | |
| Vanguard Total Bond Market Index Fund Mutual Fund | — | — | — | $1.1M | 2.3% | |
| Invesco Oppenheimer Developing Markets Fund Mutual Fund | — | — | — | $921K | 1.9% | |
| Columbia Small Cap Value Fund II Mutual Fund Dodge & Cox Stock Fund Class I Mutual Fund | — | — | — | $908K | 1.9% | |
| FID Intl Index Mutual Fund | — | — | — | $830K | 1.7% | |
| maturing on various dates through November 2029 | — | — | — | $717K | 1.5% | |
| BlackRock Total Return Fund Mutual Fund | — | — | — | $597K | 1.2% | |
| Vanguard Instl Target Retirement 2045 Fund Mutual Fund | — | — | — | $525K | 1.1% | |
| JOHCM International Select Fund Class I Mutual Fund | — | — | — | $518K | 1.1% | |
| Self Directed Brokerage Accounts Various Investments | — | — | — | $407K | 0.8% | |
| Vanguard Instl Target Retirement 2055 Fund Mutual Fund | — | — | — | $334K | 0.7% | |
| Vanguard Instl Target Retirement 2065 Fund Mutual Fund | — | — | — | $259K | 0.5% | |
| Principal Diversified Real Asset R6 Mutual Fund | — | — | — | $209K | 0.4% | |
| Vanguard Instl Target Retirement 2025 Fund Mutual Fund | — | — | — | $91K | 0.2% | |
| Vanguard Instl Target Retirement 2070 Fund Mutual Fund | — | — | — | $23K | <0.1% | |
| BrandywineGLOBAL ‐ Global Opportunities Bond Fund Mutual Fund | — | — | — | $22K | <0.1% | |
| FID Money Market Mutual Fund | — | — | — | $5K | <0.1% |
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