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Original filing (PDF)20250911235002NAL0000911329001
SCAN GROUP
Form 5500
FILING_RECEIVED
SCAN GROUP 401(K) PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
2,121
Accounts w/ balance
2,415
Plan assets (EOY)
$201.2M
Net assets (EOY)
$201.2M
How this plan invests
This plan
2 pooled trusts
Schedule D
32 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
89
/ 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
65
Vendor stack
80
Participation health
100
Knocking points off
- 18 bps in Schedule C fees — 80% above peer band of 10 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SCAN GROUP.
Plan sponsor
Name
SCAN GROUP
EIN
95-3826037
Address
3800 KILROY AIRPORT WAY, SUITE 100 · LONG BEACH, CA · 90806
Phone
(562) 637-1231
Industry
Finance & Insurancesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
003
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-09-12
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
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
BAKER TILLY US, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
5 rowsOther
5| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | 84-0467907 | — | NONE | $238K | — |
| EMPOWER ADVISORY GROUP | 84-1532243 | — | NONE | $46K | — |
| MERCER (US) INC | 13-2834414 | — | NONE | $40K | — |
| MOSS ADAMS LLP | 91-0189318 | — | NONE | $32K | — |
| BILKEYKATZ INVESTMENT CONSULTANTS I | — | PITTSBURGH, PA | NONE | $6K | — |
Investments
30 direct securities · 2 pooled funds· $201.2M(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
$189.3M
30 holdings
Pooled Separate Account
$11.8M
2 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| FIDELITY 500 INDEX Registered Investment Company | — | — | — | $20.2M | 10.1% | |
| FIDELITY FREEDOM BLEND 2050 K6 Registered Investment Company | — | — | — | $15.2M | 7.6% | |
| FIDELITY FREEDOM BLEND 2040 K6 Registered Investment Company | — | — | — | $14.9M | 7.4% | |
| FIDELITY FREEDOM BLEND 2035 K6 Registered Investment Company | — | — | — | $12.9M | 6.4% | |
| EI FIXED ACCOUNT - SERIES CLASS IV Guaranteed Investment Contract | — | — | — | $12.8M | 6.4% | |
| FIDELITY FREEDOM BLEND 2045 K6 Registered Investment Company | — | — | — | $12.6M | 6.3% | |
| LARGE CAP GROWTH/JENNISON FUND EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 408 | Pooled Separate Account | — | — | $10.6M | 5.2% | |
| FIDELITY FREEDOM BLEND 2055 K6 Registered Investment Company | — | — | — | $10.2M | 5.1% | |
| FIDELITY US BOND INDEX Registered Investment Company | — | — | — | $9.3M | 4.6% | |
| FIDELITY FREEDOM BLEND 2030 K6 Registered Investment Company | — | — | — | $7.7M | 3.8% | |
| MFS VALUE R3 Registered Investment Company | — | — | — | $7.5M | 3.7% | |
| JPMORGAN US EQUITY R6 Registered Investment Company | — | — | — | $7.5M | 3.7% | |
| FIDELITY FREEDOM BLEND 2025 K6 Registered Investment Company | — | — | — | $6.8M | 3.4% | |
| DODGE & COX INCOME FUND CLASS X Registered Investment Company | — | — | — | $6.0M | 3.0% | |
| FIDELITY INTERNATIONAL INDEX Registered Investment Company | — | — | — | $5.7M | 2.8% | |
| FIDELITY EXTENDED MARKET INDEX Registered Investment Company | — | — | — | $5.0M | 2.5% | |
| FIDELITY FREEDOM BLEND 2060 K6 Registered Investment Company | — | — | — | $4.5M | 2.3% | |
| VICTORY SYCAMORE ESTABLISHED VALUE Y Registered Investment Company | — | — | — | $4.3M | 2.2% | |
| AMERICAN FUNDS INCOME FUND OF AMERICA R6 Registered Investment Company | — | — | — | $4.1M | 2.0% | |
| BLACKROCK MID-CAP GROWTH EQUITY K Registered Investment Company | — | — | — | $3.6M | 1.8% | |
| DODGE & COX INTERNATIONAL STOCK X Registered Investment Company | — | — | — | $2.9M | 1.4% | |
| VANGUARD FTSE SOCIAL INDEX ADMIRAL Registered Investment Company | — | — | — | $2.9M | 1.4% | |
| maturing through June 2039 0 | — | — | — | $2.7M | 1.3% | |
| AMERICAN FUNDS NEW WORLD R5 Registered Investment Company | — | — | — | $2.6M | 1.3% | |
| FIDELITY FREEDOM BLEND 2020 K6 Registered Investment Company | — | — | — | $2.2M | 1.1% | |
| JPMORGAN SMALL CAP VALUE R6 Registered Investment Company | — | — | — | $1.7M | 0.9% | |
| SA/INVESCO SMALL CAP GROWTH STRATEG EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 293 | Pooled Separate Account | — | — | $1.3M | 0.6% | |
| FIDELITY INFLATION PROTECTED BOND INDEX Registered Investment Company | — | — | — | $1.1M | 0.5% | |
| FIDELITY FREEDOM BLEND 2065 K6 Registered Investment Company | — | — | — | $889K | 0.4% | |
| FIDELITY FREEDOM BLEND INC K6 Registered Investment Company | — | — | — | $724K | 0.4% | |
| FIDELITY FREEDOM BLEND 2015 K6 Registered Investment Company | — | — | — | $667K | 0.3% | |
| FIDELITY FREEDOM BLEND 2010 K6 Registered Investment Company | — | — | — | $144K | <0.1% |