Retirement plan

SYSTEM SCALE CORPORATION EMPLOYEE STOCK OWNERSHIP PLAN

Name: SYSTEM SCALE CORPORATION EMPLOYEE STOCK OWNERSHIP PLAN - SYSTEM SCALE CORPORATION EMPLOYEE STOCK OWNERSHIP PLAN (2021) Form 5500
Creator: SYSTEM SCALE CORPORATION EMPLOYEE STOCK OWNERSHIP PLAN
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, SYSTEM SCALE CORPORATION EMPLOYEE STOCK OWNERSHIP PLAN, SYSTEM SCALE CORPORATION EMPLOYEE STOCK OWNERSHIP PLAN

SYSTEM SCALE CORPORATION EMPLOYEE STOCK OWNERSHIP PLANdba SYSTEM SCALE CORPORATION.EIN 35-1446592Plan #003PY 2021

4393 W 96TH STREET - INDIANAPOLIS, IN 46268317-876-9335

Prospect flagsRecently reached 100 employees

Top hat statement on fileNQDC

Filed March 18, 2025

Plan administrator

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4393 West 96th Street

Indianapolis, IN 46268

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Plans declared (1)

Plan name not on file175 emp

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Total assets (EOY)

$27.3M

+21.1% from 2020

Total participants

132

-3.6% from 2020

Average account balance

$208,504

-92.6% from 2020

Annual return

23.92%

-2.92 pp from 2020

Benchmarks

See 9,036 peers

Peer group

Industry42 - Wholesale Trade

Plan typeDefined contribution

Participants25-99

Cohort9,036 peers

Snapshot2021

Free accounts unlock saves, downloads, and 3-year history.

Analytics

Total assets (EOY)

Plan-year ending balance

$50.61M

Not enough data

1 years with asset history on file

Average account balance

Total assets / participants with a balance (line 6g)

$293K

Not enough data

1 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

173

Not enough data

1 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

100.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$3.38M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$27K

Not enough data

1 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+21.16%

Not enough data

1 years with return on file

Admin fee / account holder

Total admin expenses / participants with a balance (line 6g)

Not enough data

1 years with admin cost on file

Asset composition

Cash / stocks / bonds / mutual funds / real estate / loans over time

Not enough data

1 years with F_SCH_H allocation on file

Free accounts unlock saves, downloads, and 3-year history.

Service providers

Providers data not reported

Schedule C was not filed on this plan's most recent Form 5500, so no compensated service providers are available to display.

Plan features & details

Pension benefit codes2O2J2K2H

Plan features

2H
Partial participant-directed account plan
Participants have the opportunity to direct the investment of a portion of the assets allocated to their individual accounts regardless of whether 29 CFR 2550.404c-1 is intended to be met.
2J
Code section 401(k) feature
Cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan under which employees may elect to defer part of their compensation or receive these amounts in cash.
2K
Code section 401(m) arrangement
Employee contributions are allocated to separate accounts under the plan or employer contributions are based in whole or in part on employee deferrals or contributions to the plan. Not applicable to 401(k) plans with only QNECs and/or QMACs or to 403(b)(1) 403(b)(7) or 408 arrangements.
2O
ESOP other than a leveraged ESOP
Employee stock ownership plan that is not leveraged.

Opportunity flags

1 tripped

InformationalRecently reached 100 employees
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.

Expense breakdown

Schedule H Part II

Admin total

$17

$0 / participant

Other / not subdivided$17100.0%

% of EOY assets

0.000%

all-in expense ratio

Categories reported

0 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Unqualified opinion

Auditor signed off without reservation - the cleanest possible opinion.

Auditor firm: BAKER TILLY US LLP
Auditor EIN: 390859910
Audit fees: (not subdivided)
Opinion code: Unqualified

Metric

This plan

Peer set

Industry

Size

Avg account balance

$208,504

$99,994+108.5%

$146,647+42.2%

$85,851+142.9%

Participation rate

98.8%

73.1%+25.7pp

80.1%+18.7pp

69.3%+29.5pp

Annual return

23.92%

18.93%+5.0pp

22.75%+1.2pp

318.63%-294.7pp

Employer contribution / active EE

$16,947

$2,559+562.3%

$4,137+309.7%

$2,565+560.6%

Participant deferral / active EE

$4,006-100.0%

$5,506-100.0%

$3,952-100.0%

Admin fee / account holder

$7,703-100.0%

$10,281-100.0%

$6,261-100.0%

SYSTEM SCALE CORPORATION EMPLOYEE STOCK OWNERSHIP PLAN

Top hat statement on fileNQDC

Plan administrator

Plans declared (1)

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

SYSTEM SCALE CORPORATION EMPLOYEE STOCK OWNERSHIP PLAN

Top hat statement on fileNQDC

Plan administrator

Plans declared (1)

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion