Plan Snapshot
- Plan Sponsor: James A. Scott & Son, INC.
- Sponsor EIN: 540372970
- Sponsor Address: 1301 OLD GRAVES MILL RD, LYNCHBURG, VA, 24502
- Plan Type: DC
- Total Participants: 372
- Total Assets: $228.4M
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. |
|---|---|---|---|---|
| 2024 | 372 | $228.4M | $6.9M | $0 |
| 2023 | 341 | $203.7M | $7.4M | $0 |
| 2022 | 318 | $183.5M | $5.4M | $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 |
|---|---|---|---|---|
| CRAIG RYDER | N/A | $20,241 | — | $20,241 |
| BROWN, EDWARDS & COMPANY LLP | N/A | $17,760 | — | $17,760 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $38,001
- Estimated Expense Ratio: 0.017% 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 | $39,105 | — | $39,105 | — | — |
| 2023 | $41,472 | — | $41,472 | — | — |
| 2022 | $47,263 | — | — | — | $47,263 |