Plan Ledger DOL Form 5500 · updated monthly

System Scale Corporation Employee Stock Ownership Plan401(k) + ESOP (KSOP)

SYSTEM SCALE CORPORATION EMPLOYEE STOCK OWNERSHIP PLAN · INDIANAPOLIS, IN · plan year 2025

Employer contribution per participant · 2025
$20,511

System Scale Corporation Employee Stock Ownership Plan's 2025 Form 5500 did not separately report plan administrative expenses, which is common where recordkeeping is paid through investment revenue-sharing or a master trust. The plan held $67,779,043 across 204 participant accounts, with employer contributions averaging $20,511 per active participant. See methodology for what Form 5500 does and doesn't capture.

The plan sits in the $50M–$250M size bracket, benchmarked here against 605 comparable plans and shown alongside other wholesale trade employers. By assets it is the 221st-largest of 1,562 plans among Indiana employers on file, and the 615th of 4,246 in wholesale trade. active participation has grown from 90 to 161 since 2022.

Plan summary
Net assets, end of year$67,779,043
Participants with balances204
Active participants161
Employer contributions$3,302,210
Employee contributions—
Employer contribution per active participant$20,511
Average account balance$332,250
Benefits paid to participants$3,704,438
Plan auditUnmodified (clean) audit opinion
AuditorECP ACCOUNTING , INC.
Plan history4
Yearassets · accounts · employer contribution
2025$67.8M · 204 accts · $3.3M emplr
2024$47.6M · 173 accts · $3.4M emplr
2023$38.5M · 129 accts · $1.5M emplr
2022$31.7M · 135 accts · $1.6M emplr
The System Scale Corporation Employee Stock Ownership Plan 401(k) match · 2025
Employer contribution per active participant$20,511
Median for plans this size$4,093
2025$20,511 per active participant
2024$27,023 per active participant
2023$17,968 per active participant
2022$17,980 per active participant

System Scale Corporation Employee Stock Ownership Plan's 2025 employer contribution ran above the $4,093 median for plans its size, placing it in the top quarter of its peers. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

Administrative cost history4
2025Not separately reported
2024Not separately reported
2023Not separately reported
2022$2 · 0.00%
Same employer
Similar plansWholesale Trade · Indiana
Finishmaster, Inc. IN$76.7M · 0.19%
Headwater Companies, LLC IN$68.4M · 0.23%
Zurcher Tire, Inc. IN$57.2M · 1.28%
G.W. Berkheimer Co. Inc. IN$52.8M · 0.01%
J.D. Byrider Systems, LLC IN$50.2M · 0.29%

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Source: U.S. Department of Labor, Form 5500 series, EIN 351446592 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.