How big is Scout Frontier Management LLC's plan?

Scout Frontier Management LLC's plan reported $13.1M in assets and 181 participants for 2024.

Original filing (PDF)20251015143052NAL0002455891001

Scout Frontier Management LLC

Name: Scout Frontier Management LLC — Scout Frontier, Form 5500 (2024)
Creator: Scout Frontier Management LLC
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Scout Frontier Management LLC 401(k) Plan

401(k) retirement plan · Scout Frontier Management LLC's Scout Frontier Management LLC 401(k) Plan held $13.1M in plan assets for 181 participants in 2024, with Empower as recordkeeper.

Signals · 1

Late participant contributions

Active participants

181

Accounts w/ balance

224

Plan assets (EOY)

$13.1M

Net assets (EOY)

$13.1M

People on this filing

Jane Pater Salmon signed Scout Frontier Management LLC's 2024 Form 5500 as plan administrator.

Jane Pater Salmon — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Scout Frontier Management LLC's EIN is 82-1725805.

EIN 82-1725805

Plan number 001

Plan year 2024

ACK ID 20251015143052NAL0002455891001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Scout Frontier Management LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Scout Frontier Management LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for SCOUT FRONTIER MANAGEMENT LLC.

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How this plan invests

This plan

35 securities

funds · stocks · CUSIPs

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

Plan health score

Above-average plan

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool.

Compliance & integrity

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Delinquent participant contributions reported (Schedule H 4a) — 328K (8% of contributions).

Plan sponsor

Name

SCOUT FRONTIER MANAGEMENT LLC

EIN

all filings

Address

5775 FLATIRON PARKWAY SUITE 120 · BOULDER, CO · 80301

Phone

(720) 471-3690

Industry

Utilities

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

2025-10-15

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2S · Automatic enrollment

2T · Default investment account (QDIA)

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

Service providers (Schedule C)

2 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
EMPOWER ANNUITY INSURANCE COMPANY O	—	GREENWOOD VILLAGE, CO	RECORDKEEPER	$27K	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
GLOBAL RETIREMENT PARTNERS LLC	—	SAN RAFAEL, CA	INVESTMENT ADVISOR	$22K	—

Investments

35 direct securities· $13.0M(99% of reported assets)

Mutual Funds

$8.9M

21 holdings

Common Collective Trusts

$2.5M

2 holdings

Other securities

$1.3M

10 holdings

U.S. Treasuries

$192K

1 holding

Stable Value

$86K

1 holding

					% of plan
Fidelity 500 Index Mutual fund	Common Collective Trusts	—	—	$2.3M	17.7%
American Funds 2045 Trgt Date Retire R6 Mutual fund	Mutual Funds	—	—	$1.9M	14.3%
American Funds 2060 Trgt Date Retire R6 Mutual fund	Mutual Funds	—	—	$1.1M	8.0%
American Funds 2055 Trgt Date Retire R6 Mutual fund	Mutual Funds	—	—	$972K	7.4%
American Funds 2050 Trgt Date Retire R6 Mutual fund	Mutual Funds	—	—	$861K	6.6%
Fidelity Large Cap Growth Index Mutual fund	Mutual Funds	—	—	$736K	5.6%
American Funds 2040 Trgt Date Retire R6 Mutual fund	Mutual Funds	—	—	$610K	4.7%
American Funds 2065 Trgt Date Retire R6 Mutual fund	Mutual Funds	—	—	$563K	4.3%
BlackRock Sustainable Adv Lrg Cap Core K Mutual fund	Other securities	—	—	$550K	4.2%
Fidelity Total International Index Mutual fund	Mutual Funds	—	—	$477K	3.6%
American Funds 2035 Trgt Date Retire R6 Mutual fund	Mutual Funds	—	—	$475K	3.6%
Fidelity Mid Cap Index Mutual fund	Mutual Funds	—	—	$292K	2.2%
Fidelity Small Cap Index Mutual fund	Mutual Funds	—	—	$289K	2.2%
Fidelity Total Market Index Mutual fund	Common Collective Trusts	—	—	$216K	1.7%
PIMCO Diversified Inc Instl Mutual fund	Mutual Funds	—	—	$212K	1.6%
Fidelity Long Term Treasury Bond Index Mutual fund	U.S. Treasuries	—	—	$192K	1.5%
JPMorgan Equity Income R6 Mutual fund	Other securities	—	—	$170K	1.3%
Fidelity Sustainability Bond Index Mutual fund	Mutual Funds	—	—	$165K	1.3%
BlackRock Emerging Mkts K Mutual fund	Other securities	—	—	$159K	1.2%
Western Asset Core Bond IS Mutual fund	Other securities	—	—	$128K	1.0%
JPMorgan Mid Cap Growth R6 Mutual fund	Other securities	—	—	$92K	0.7%
Fidelity Real Estate Index Mutual fund	Mutual Funds	—	—	$89K	0.7%
EI Fixed Account - Series Class I Guaranteed investment contract	Stable Value	—	—	$86K	0.7%
AB Discovery Value Z Mutual fund	Other securities	—	—	$77K	0.6%
Fidelity Inflation Protected Bond Index Mutual fund	Mutual Funds	—	—	$74K	0.6%
Fidelity Small Cap Growth Index Mutual fund	Mutual Funds	—	—	$58K	0.4%
PGIM Select Real Estate R6 Mutual fund	Other securities	—	—	$52K	0.4%
MFS Mid Cap Value R6 Mutual fund	Mutual Funds	—	—	$37K	0.3%
maturing at various dates, secured by participant account balances	Other securities	—	—	$32K	0.2%
JPMorgan Core Bond R6 Mutual fund	Other securities	—	—	$22K	0.2%
Fidelity International Bond Index Mutual fund	Mutual Funds	—	—	$21K	0.2%
MFS International Growth R6 Mutual fund	Mutual Funds	—	—	$20K	0.2%
American Funds 2030 Trgt Date Retire R6 Mutual fund	Mutual Funds	—	—	$16K	0.1%
American Funds American Balanced R6 Mutual fund	Mutual Funds	—	—	$6K	<0.1%
T. Rowe Price Emerging Markets Local Currency Bond Fund I Mutual fund	Other securities	—	—	$2K	<0.1%