# Amscot Financial, INC. 401(k) Plan
Source: https://planprovider.pro/companies/amscot-financial-inc-401k-plan

> Amscot Financial, INC.'s 401(k) plan: 1,022 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Amscot Financial, INC.

- **Sponsor EIN:** 592742276

- **Sponsor Address:** 600 NORTH WESTSHORE BLVD, TAMPA, FL, 33609

- **Plan Type:** 401(k)

- **Total Participants:** 1,022

- **Total Assets:** $22.7M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **Participant-Directed Investments:** Yes

- **ERISA Section 404(c) Fiduciary Safe Harbor:** Yes

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|1,022|$22.7M|$587,798|$2.0M|

| 2023|1,046|$19.9M|$599,163|$2.0M|

| 2022|988|$15.8M|$568,261|$2.0M|

## Service Providers (Schedule C)

Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).

| Provider Name|
Role|
Direct Compensation|
Indirect Compensation|
Total Fees|

| ADP, INC.|RECORD KEEPER|$29,380|—|$29,380|

| HACKER JOHNSON & SMITH|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [ADP, INC.](https://planprovider.pro/provider/adp-retirement-services) — RECORD KEEPER

- [HACKER JOHNSON & SMITH](https://planprovider.pro/provider/hacker-johnson-and-smith-pa) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $29,380

- **Estimated Expense Ratio:** 0.129% of plan assets

### Historical Administrative Expenses

Breakdown of administrative expense categories reported on Form 5500 filings.

| Year|
Total Admin Expenses|
Investment Mgmt Fees|
Contract Admin Fees|
IQPA Audit Fees|
Professional Fees|

| 2024|$29,380|—|—|—|—|

| 2023|$81,388|$52,739|—|—|—|

| 2022|$102,714|—|—|—|—|

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