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Original filing (PDF)20251015114412NAL0004750209001
SCHELLMAN COMPLIANCE, LLC
Form 5500
FILING_RECEIVED
SCHELLMAN COMPLIANCE, LLC. 401(K) PROFIT SHARING PLAN
401(k) retirement plan
Active participants
518
Accounts w/ balance
617
Plan assets (EOY)
$83.2M
Net assets (EOY)
$83.2M
How this plan invests
This plan
15 pooled trusts
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 SCHELLMAN COMPLIANCE, LLC.
Plan sponsor
Name
SCHELLMAN COMPLIANCE, LLC
EIN
87-2465686
Address
4010 W. BOY SCOUT BLVD., SUITE 600 · TAMPA, FL · 33607
Phone
(866) 254-0000
Industry
Professional & Technical Servicessee 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
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
2F · ERISA section 404(c)
Audit & trust (Schedule H)
Auditor
SENSIBA, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| JOHN HANCOCK LIFE INSURANCE COMPANY | 01-0233346 | — | RECORD KEEPER | $69K | — |
Other
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CAP FINANCIAL PARTNERS, LLC. | — | FRANKLIN, TN | RETAINED BY PLAN SPONSOR | $42K | — |
| AMERICAN PENSION SERVICES | — | CLEARWATER, FL | RETAINED BY PLAN SPOSOR | $10K | — |
Investments
19 direct securities · 15 pooled funds· $105.7M(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
$58.5M
19 holdings
Common Collective Trust
$40.6M
13 holdings
Pooled Separate Account
$6.7M
2 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Collective investment trust funds Northern Trust Collective S&P 500 Index Non Lending Fund CIT | — | — | — | $18.8M | 22.6% | |
| NT SP 500 IDX NONLEND TIER 4 NORTHERN TRUST INVESTMENTS · EIN 45-6138589 / PN 003 | Common Collective Trust | — | — | $18.8M | 22.6% | |
| Party- Identity of Issue, Including Maturity Date, Rate In- Borrower, Lessor, of Interest, Collateral, Par Current Interest or Similar Party or Maturity Value Mutual funds JP Morgan Large Cap Growth Fund Class R6 Mutual Fund | — | — | — | $6.7M | 8.1% | |
| NEW YORK LIFE ANCHOR ACCOUNT NEW YORK LIFE INSURANCE CO · EIN 13-5582869 / PN 125 | Pooled Separate Account | — | — | $6.7M | 8.0% | |
| GROWTH MANAGED ACCOUNT PRT GREAT GRAY TRUST COMPANY · EIN 46-3773972 / PN 183 | Common Collective Trust | — | — | $5.7M | 6.8% | |
| Vanguard Target Retirement 2050 Fund Mutual Fund | — | — | — | $5.3M | 6.3% | |
| AGGRESSIVE MANAGED ACCOUNT PRT GREAT GRAY TRUST COMPANY · EIN 46-3787800 / PN 184 | Common Collective Trust | — | — | $4.9M | 5.9% | |
| Vanguard Target Retirement 2060 Fund Mutual Fund | — | — | — | $4.8M | 5.8% | |
| Vanguard Target Retirement 2055 Fund Mutual Fund | — | — | — | $4.5M | 5.4% | |
| Vanguard Target Retirement 2040 Fund Mutual Fund | — | — | — | $4.0M | 4.8% | |
| Vanguard Target Retirement 2045 Fund Mutual Fund | — | — | — | $3.4M | 4.1% | |
| GG EUROPACIFIC GROWTH CT GREAT GRAY TRUST COMPANY · EIN 38-7289844 / PN 001 | Common Collective Trust | — | — | $2.1M | 2.5% | |
| Northern Trust Colletive Extended Equity Market Index Non Lending Fund CIT | — | — | — | $2.1M | 2.5% | |
| NT EXT EQ MKT IDX NONLEND TR 4 NORTHERN TRUST INVESTMENTS · EIN 27-6482678 / PN 001 | Common Collective Trust | — | — | $2.1M | 2.5% | |
| MFS LARGE CAP VALUE FD GREAT GRAY TRUST COMPANY · EIN 38-7275332 / PN 781 | Common Collective Trust | — | — | $1.8M | 2.1% | |
| Vanguard Small-Cap Growth Index Fund Admiral Shares Mutual Fund | — | — | — | $1.7M | 2.0% | |
| Vanguard Target Retirement 2065 Fund Mutual Fund | — | — | — | $1.4M | 1.7% | |
| MFS MID CAP GROWTH CT GREAT GRAY TRUST COMPANY · EIN 38-4126294 / PN 597 | Common Collective Trust | — | — | $1.4M | 1.6% | |
| BlackRock Total Return Fund Class K Shares Mutual Fund | — | — | — | $1.3M | 1.5% | |
| Vanguard Target Retirement 2035 Fund Mutual Fund | — | — | — | $1.1M | 1.3% | |
| Northern Trust Collective Aggregate Bond Index Non Lending Fund CIT | — | — | — | $951K | 1.1% | |
| NT AGGR BD IDX NON LEND TIER 4 NORTHERN TRUST INVESTMENTS · EIN 27-6124985 / PN 001 | Common Collective Trust | — | — | $951K | 1.1% | |
| MODERATE MANAGED ACCOUNT PRT GREAT GRAY TRUST COMPANY · EIN 46-3768480 / PN 182 | Common Collective Trust | — | — | $906K | 1.1% | |
| MFS MID CAP VALUE CT GREAT GRAY TRUST COMPANY · EIN 38-4139822 / PN 616 | Common Collective Trust | — | — | $872K | 1.0% | |
| Notes receivable from participants through 2039 | — | — | — | $809K | 1.0% | |
| Northern Trust Collective Management All Country World Index (ACWI) ex-U.S. Fund - DC - Non Lending CIT | — | — | — | $667K | 0.8% | |
| NT ACWI EXUS IMI NONLEND TIER NORTHERN TRUST INVESTMENTS · EIN 20-3280779 / PN 001 | Common Collective Trust | — | — | $667K | 0.8% | |
| AllSpring Special Small Cap Value Fund - Class R6 Mutual Fund | — | — | — | $481K | 0.6% | |
| Vanguard Target Retirement 2030 Fund Mutual Fund | — | — | — | $414K | 0.5% | |
| CONSERVATIVE MANAGED ACCT PRT GREAT GRAY TRUST COMPANY · EIN 46-3750663 / PN 181 | Common Collective Trust | — | — | $282K | 0.3% | |
| INCOME MANAGED ACCT PRT GREAT GRAY TRUST COMPANY · EIN 46-3745190 / PN 180 | Common Collective Trust | — | — | $192K | 0.2% | |
| Vanguard Target Retirement Income Fund Mutual Fund | — | — | — | $8K | <0.1% | |
| Money market fund JP Morgan US Government Money Market Fund Money Market Fund | — | — | — | $2K | <0.1% | |
| RELIANCE TR NYL ANCH SER I CL JOHN HANCOCK LIFE INSURANCE CO · EIN 01-0233346 / PN 001 | Pooled Separate Account | — | — | $0 | <0.1% |
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