Plan Snapshot
- Plan Sponsor: Craig Scott, INC.
- Sponsor EIN: 232297240
- Sponsor Address: 706 AUTOPARK BLVD, WEST CHESTER, PA, 19382
- Plan Type: 401(k)
- Total Participants: 249
- Total Assets: $19.4M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 249 | $19.4M | $446,963 | $1.2M |
| 2023 | 239 | $17.4M | $408,966 | $1.2M |
| 2022 | 189 | $13.7M | $402,813 | $1.1M |
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 |
|---|---|---|---|---|
| OSAIC FA INC | Investment Advisor | — | $40,314 | $40,314 |
| BOYER & RITTER, LLC | Auditor | $14,500 | — | $14,500 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- OSAIC FA INC — Investment Advisor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $54,814
- Estimated Expense Ratio: 0.283% 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 | $21,244 | — | — | — | — |
| 2023 | $19,151 | — | — | — | — |
| 2022 | $18,022 | — | — | — | — |