# James A. Scott & Son, INC. DC Plan
Source: https://planprovider.pro/companies/james-a-scott-son-inc-plan-001

> James A. Scott & Son, INC.'s DC plan: 372 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 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:

- [BROWN, EDWARDS & COMPANY LLP](https://planprovider.pro/provider/brown-edwards-and-company-llp) — N/A

## 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|

## Similar Plans

- [Elephant Insurance Services, LLC](https://planprovider.pro/companies/elephant-insurance-services-llc-401k-plan) — 415 participants

- [James A. Scott & Son, INC.](https://planprovider.pro/companies/james-a-scott-son-inc-plan-002) — 440 participants

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

- [The Hilb Group Operating Company, LLC](https://planprovider.pro/companies/the-hilb-group-operating-company-llc-401k-plan) — 2,273 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/james-a-scott-son-inc-plan-001)

© 2026 PlanProvider.Pro