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Original filing (PDF)20251015143052NAL0002455891001
SCOUT FRONTIER MANAGEMENT LLC
Form 5500
FILING_RECEIVED
SCOUT FRONTIER MANAGEMENT LLC 401(K) PLAN
401(k) retirement plan
Active participants
181
Accounts w/ balance
224
Plan assets (EOY)
$13.1M
Net assets (EOY)
$13.1M
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 (directional)
95
/ 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
80
Vendor stack
100
Participation health
100
Knocking points off
- 37 bps in Schedule C fees — modestly above peer band of 29 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SCOUT FRONTIER MANAGEMENT LLC.
Plan sponsor
Name
SCOUT FRONTIER MANAGEMENT LLC
EIN
82-1725805
Address
5775 FLATIRON PARKWAY SUITE 120 · BOULDER, CO · 80301
Phone
(720) 471-3690
Industry
Utilitiessee 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
2025-10-15
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)
Audit & trust (Schedule H)
Auditor
COHNREZNICK LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $27K | — |
Advisor / Consultant
1| 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)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity 500 Index Mutual fund | — | — | — | $2.3M | 17.7% | |
| American Funds 2045 Trgt Date Retire R6 Mutual fund | — | — | — | $1.9M | 14.3% | |
| American Funds 2060 Trgt Date Retire R6 Mutual fund | — | — | — | $1.1M | 8.0% | |
| American Funds 2055 Trgt Date Retire R6 Mutual fund | — | — | — | $972K | 7.4% | |
| American Funds 2050 Trgt Date Retire R6 Mutual fund | — | — | — | $861K | 6.6% | |
| Fidelity Large Cap Growth Index Mutual fund | — | — | — | $736K | 5.6% | |
| American Funds 2040 Trgt Date Retire R6 Mutual fund | — | — | — | $610K | 4.7% | |
| American Funds 2065 Trgt Date Retire R6 Mutual fund | — | — | — | $563K | 4.3% | |
| BlackRock Sustainable Adv Lrg Cap Core K Mutual fund | — | — | — | $550K | 4.2% | |
| Fidelity Total International Index Mutual fund | — | — | — | $477K | 3.6% | |
| American Funds 2035 Trgt Date Retire R6 Mutual fund | — | — | — | $475K | 3.6% | |
| Fidelity Mid Cap Index Mutual fund | — | — | — | $292K | 2.2% | |
| Fidelity Small Cap Index Mutual fund | — | — | — | $289K | 2.2% | |
| Fidelity Total Market Index Mutual fund | — | — | — | $216K | 1.7% | |
| PIMCO Diversified Inc Instl Mutual fund | — | — | — | $212K | 1.6% | |
| Fidelity Long Term Treasury Bond Index Mutual fund | — | — | — | $192K | 1.5% | |
| JPMorgan Equity Income R6 Mutual fund | — | — | — | $170K | 1.3% | |
| Fidelity Sustainability Bond Index Mutual fund | — | — | — | $165K | 1.3% | |
| BlackRock Emerging Mkts K Mutual fund | — | — | — | $159K | 1.2% | |
| Western Asset Core Bond IS Mutual fund | — | — | — | $128K | 1.0% | |
| JPMorgan Mid Cap Growth R6 Mutual fund | — | — | — | $92K | 0.7% | |
| Fidelity Real Estate Index Mutual fund | — | — | — | $89K | 0.7% | |
| EI Fixed Account - Series Class I Guaranteed investment contract | — | — | — | $86K | 0.7% | |
| AB Discovery Value Z Mutual fund | — | — | — | $77K | 0.6% | |
| Fidelity Inflation Protected Bond Index Mutual fund | — | — | — | $74K | 0.6% | |
| Fidelity Small Cap Growth Index Mutual fund | — | — | — | $58K | 0.4% | |
| PGIM Select Real Estate R6 Mutual fund | — | — | — | $52K | 0.4% | |
| MFS Mid Cap Value R6 Mutual fund | — | — | — | $37K | 0.3% | |
| maturing at various dates, secured by participant account balances | — | — | — | $32K | 0.2% | |
| JPMorgan Core Bond R6 Mutual fund | — | — | — | $22K | 0.2% | |
| Fidelity International Bond Index Mutual fund | — | — | — | $21K | 0.2% | |
| MFS International Growth R6 Mutual fund | — | — | — | $20K | 0.2% | |
| American Funds 2030 Trgt Date Retire R6 Mutual fund | — | — | — | $16K | 0.1% | |
| American Funds American Balanced R6 Mutual fund | — | — | — | $6K | <0.1% | |
| T. Rowe Price Emerging Markets Local Currency Bond Fund I Mutual fund | — | — | — | $2K | <0.1% |
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