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Original filing (PDF)20251003170536NAL0000922115001
SCIENTIFIC CERTIFICATION SYSTEMS, INC.
Form 5500
FILING_RECEIVED
SCIENTIFIC CERTIFICATION SYSTEMS, INC. 401(K) PROFIT SHARING PLAN
401(k) retirement plan
Active participants
332
Accounts w/ balance
351
Plan assets (EOY)
$34.9M
Net assets (EOY)
$34.9M
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
Helping the score
- Below-peer total fees (0 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SCIENTIFIC CERTIFICATION SYSTEMS, INC..
Plan sponsor
Name
SCIENTIFIC CERTIFICATION SYSTEMS, INC.
EIN
94-2957485
Address
2000 POWELL STREET SUITE 600 · EMERYVILLE, CA · 94608
Phone
(510) 452-8000
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
2025-10-03
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2F · ERISA section 404(c)
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)
Audit & trust (Schedule H)
Auditor
BAKER TILLY US, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| JPMORGAN INVEST HOLDINGS LLC | 13-2624428 | — | RECORDKEEPER | $416 | — |
Investments
28 direct securities · 1 pooled fund· $34.9M(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
$33.4M
28 holdings
Common Collective Trust
$1.5M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity 500 Index Registered Investment Company | — | — | — | $4.7M | 13.5% | |
| JPMorgan SmartRetirement 2045 R6 Registered Investment Company | — | — | — | $3.6M | 10.4% | |
| JPMorgan SmartRetirement 2040 R6 Registered Investment Company | — | — | — | $3.2M | 9.2% | |
| JPMorgan SmartRetirement 2050 R6 Registered Investment Company | — | — | — | $2.5M | 7.1% | |
| JPMorgan SmartRetirement 2055 R6 Registered Investment Company | — | — | — | $2.5M | 7.1% | |
| JPMorgan SmartRetirement Income R6 Registered Investment Company | — | — | — | $2.4M | 6.9% | |
| JPMorgan SmartRetirement 2035 R6 Registered Investment Company | — | — | — | $2.2M | 6.3% | |
| JPMorgan Large Cap Growth R6 Registered Investment Company | — | — | — | $1.6M | 4.5% | |
| Fidelity U.S. Sustainability Index Registered Investment Company | — | — | — | $1.5M | 4.4% | |
| JPMCB STABLE ASSET INCOME CF JP MORGAN · EIN 20-1978950 / PN 001 | Common Collective Trust | — | — | $1.5M | 4.3% | |
| JPMorgan SmartRetirement 2020 R6 Registered Investment Company | — | — | — | $1.4M | 4.1% | |
| JPMorgan SmartRetirement 2060 R6 Registered Investment Company | — | — | — | $1.3M | 3.6% | |
| JPMorgan SmartRetirement 2030 R6 Registered Investment Company | — | — | — | $836K | 2.4% | |
| Fidelity Select Environment and Alternative Energy Portfolio Registered Investment Company | — | — | — | $780K | 2.2% | |
| Fidelity Extended Market Index Registered Investment Company | — | — | — | $733K | 2.1% | |
| Neuberger Berman Sustainable Equity R6 Registered Investment Company | — | — | — | $701K | 2.0% | |
| JPMorgan SmartRetirement 2025 R6 Registered Investment Company | — | — | — | $593K | 1.7% | |
| DFA US Small Cap Value Fund Registered Investment Company | — | — | — | $469K | 1.3% | |
| Fidelity US Bond Index Registered Investment Company | — | — | — | $431K | 1.2% | |
| Fidelity Total International Index Registered Investment Company | — | — | — | $353K | 1.0% | |
| Calvert Balanced I Registered Investment Company | — | — | — | $335K | 1.0% | |
| T. Rowe Price Equity Income I Registered Investment Company | — | — | — | $263K | 0.8% | |
| Dodge & Cox International Stock Registered Investment Company | — | — | — | $241K | 0.7% | |
| JPMorgan Mid Cap Value R6 Registered Investment Company | — | — | — | $230K | 0.7% | |
| Participant loans 9.50%; maturing through April 2034 - | — | — | — | $197K | 0.6% | |
| MFS New Discovery R6 Registered Investment Company | — | — | — | $121K | 0.3% | |
| PIMCO Total Return Instl Registered Investment Company | — | — | — | $102K | 0.3% | |
| PIMCO Income Instl Registered Investment Company | — | — | — | $47K | 0.1% | |
| Thornburg Developing World R6 Registered Investment Company | — | — | — | $37K | 0.1% |