# James A. Scott & Son, INC. Health & Welfare Plan
Source: https://planprovider.pro/companies/james-a-scott-son-inc-540372970-501

> James A. Scott & Son, INC.'s Health & Welfare plan: 446 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** James A. Scott & Son, INC.

- **Sponsor EIN:** 540372970

- **Sponsor Address:** 1301 OLD GRAVES MILL ROAD, LYNCHBURG, VA, 245060489

- **Plan Type:** Health & Welfare

- **Plan Number:** 501

- **Total Participants:** 446

- **Total Assets:** $0

## Key Plan Design Features

- **Auto-Enrollment:** No

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **Participant-Directed Investments:** No

- **ERISA Section 404(c) Fiduciary Safe Harbor:** No

## Plan Financials by Year

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

| 2025|446|$0|$0|$0|

| 2024|420|$0|$0|$0|

| 2023|383|$0|$0|$0|

| 2022|360|$0|$0|$0|

## 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|

| ALLEGIANCE BENEFIT PLAN MANAGEMENT|Recordkeeper|$151,928|$3,048|$154,976|

| ALLEGIANCE CARE MANAGEMENT, INC.|Recordkeeper|$14,289|—|$14,289|

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $169,265

### 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|

| 2025|—|—|—|—|—|

| 2024|—|—|—|—|—|

| 2023|—|—|—|—|—|

| 2022|—|—|—|—|—|

## Similar Plans

- [Hilb Group Operating Company, LLC](https://planprovider.pro/companies/hilb-group-operating-company-llc-471098088-501) — 2,200 participants

- [Virginia Farm Bureau](https://planprovider.pro/companies/virginia-farm-bureau-mutual-insurance-company-401k-plan) — 1,004 participants

- [Marsh & Mclennan Agency, LLC, Mid-Atlantic](https://planprovider.pro/companies/marsh-mclennan-agency-llc-mid-atlantic-263237576-506) — 935 participants

- [Aga Service Company](https://planprovider.pro/companies/aga-service-company-541545622-501) — 838 participants

- [Virginia Farm Bureau Insurance Services](https://planprovider.pro/companies/virginia-farm-bureau-insurance-services-540502500-501) — 720 participants

- [James A. Scott & Son, INC.](https://planprovider.pro/companies/james-a-scott-son-inc-plan-001) — 434 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/james-a-scott-son-inc-540372970-501)

© 2026 PlanProvider.Pro