Plan Snapshot
- Plan Sponsor: Dscout, INC.
- Sponsor EIN: 453120898
- Sponsor Address: 222 N LA SALLE ST, CHICAGO, IL, 606011003
- Plan Type: 401(k)
- Total Participants: 185
- Total Assets: $14.8M
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 | 185 | $14.8M | $927,011 | $2.0M |
| 2023 | 187 | $10.6M | $1.7M | $1.8M |
| 2022 | 169 | $5.8M | $2,721 | $1.4M |
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 |
|---|---|---|---|---|
| STIFEL NICOLAUS & CO INC | Investment Advisor | $10,460 | $10,350 | $20,810 |
| NATIONWIDE | Recordkeeper | $17,260 | — | $17,260 |
| FIDELITY INVESTMENTS INSTITUTIONAL | Recordkeeper | $15,172 | — | $15,172 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- STIFEL NICOLAUS & CO INC — Investment Advisor
- NATIONWIDE — Recordkeeper
- FIDELITY INVESTMENTS INSTITUTIONAL — Recordkeeper
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $53,242
- Estimated Expense Ratio: 0.360% 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 | $29,832 | $10,744 | — | — | — |
| 2023 | $6,326 | — | — | — | — |
| 2022 | — | — | — | — | — |