How big is SCM Operations LLC's plan?

SCM Operations LLC's plan reported $11.6M in assets and 145 participants for 2024.

Original filing (PDF)20251010084941NAL0017450370002

SCM Operations LLC

Name: SCM Operations LLC — SCM Operations LLC - 401(k), Form 5500 (2024)
Creator: SCM Operations LLC
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

SCM Operations LLC - 401(k) Plan

401(k) retirement plan · SCM Operations LLC's SCM Operations LLC - 401(k) Plan held $11.6M in plan assets for 145 participants in 2024.

Signals · 1

Corrective distributions issued

Active participants

145

Accounts w/ balance

190

Plan assets (EOY)

$11.6M

Net assets (EOY)

$11.6M

Plan identifiers

SCM Operations LLC's EIN is 85-2157656.

EIN 85-2157656

Plan number 001

Plan year 2024

ACK ID 20251010084941NAL0017450370002

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

SCM Operations 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 SCM OPERATIONS LLC.

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How this plan invests

This plan

28 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

Corrective distributions issued (likely failed ADP/ACP testing).

Plan sponsor

Name

SCM OPERATIONS LLC

EIN

all filings

Address

5775 NORTH SAM HOUSTON PARKWAY WEST · SUITE 600 · HOUSTON, TX · 77086

Phone

(281) 949-8794

Industry

Mining, Quarrying, Oil & Gas

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

2025-10-10

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)

No Schedule C providers reported

Investments

28 direct securities· $11.6M(100% of reported assets)

Mutual Funds

$8.3M

17 holdings

Common Collective Trusts

$1.8M

2 holdings

Other securities

$899K

5 holdings

Bonds / Notes

$347K

1 holding

Common Stocks

$251K

3 holdings

					% of plan
Vanguard Vangrd 500 Index Fund Adm	Common Collective Trusts	—	—	$1.5M	13.3%
American Funds American Funds 2035 T Date R6	Mutual Funds	—	—	$1.4M	12.1%
American Funds American Funds 2050 T Date R6	Mutual Funds	—	—	$1.4M	11.8%
American Funds American Funds 2055 T Date R6	Mutual Funds	—	—	$1.1M	9.9%
American Funds American Funds 2045 T Date R6	Mutual Funds	—	—	$1.1M	9.5%
AllianceBernstein AB Large Cap Grw Fnd Z	Other securities	—	—	$563K	4.9%
American Funds American Funds 2040 T Date R6	Mutual Funds	—	—	$555K	4.8%
Vanguard Vangrd Tot Int Stk In F Adm	Mutual Funds	—	—	$527K	4.5%
American Funds American Funds 2030 T Date R6	Mutual Funds	—	—	$454K	3.9%
Participant Loans Interest rates ranging from 5.25% to -0-	Bonds / Notes	—	—	$347K	3.0%
American Funds American Funds 2025 T Date R6	Mutual Funds	—	—	$343K	3.0%
American Funds American Funds 2060 T Date R6	Mutual Funds	—	—	$340K	2.9%
Vanguard Vangrd Small-Cap Index Fnd Adm	Mutual Funds	—	—	$249K	2.1%
Voya Life Insurance and Annuity Co Voya Fixed Account (4450)	Common Stocks	—	—	$220K	1.9%
Vanguard Vangrd Mid-Cap Index Fund Adm	Common Collective Trusts	—	—	$214K	1.8%
Putnam Lrg Cp Val Fd - Cl R6	Mutual Funds	—	—	$208K	1.8%
MFS Intl Diversification Fd R6	Mutual Funds	—	—	$187K	1.6%
American Funds American Funds 2020 T Date R6	Mutual Funds	—	—	$177K	1.5%
BlackRock Mid-Cap Grw Eq Por K	Other securities	—	—	$162K	1.4%
Vanguard Vangrd Tot Bd Mkt Ind Fd Adm	Mutual Funds	—	—	$146K	1.3%
Virtus KAR Small-Cap Growth R6	Other securities	—	—	$64K	0.6%
Janus Henderson Janus Hndrsn Glbl Rl Est Fd N	Mutual Funds	—	—	$64K	0.5%
John Hancock John Hanck Bond Fund R6	Other securities	—	—	$56K	0.5%
John Hancock John Hanck Dis Val Md Cp Fd R6	Other securities	—	—	$55K	0.5%
American Funds American Funds 2065 T Date R6	Mutual Funds	—	—	$54K	0.5%
Hartford Mutual Funds Hartford Strat Inc R6	Common Stocks	—	—	$29K	0.3%
Franklin Templeton Investments Franklin Sm Cap Value Fnd R6	Mutual Funds	—	—	$27K	0.2%
Voya Life Insurance and Annuity Co Voya Gv Mny Mkt F A (Hld Acct)	Common Stocks	—	—	$2K	<0.1%