# James A. Scott & Son, INC. DC Plan
Source: https://planprovider.pro/companies/james-a-scott-son-inc-plan-002

> James A. Scott & Son, INC.'s DC plan: 440 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, 24506

- **Plan Type:** DC

- **Total Participants:** 440

- **Total Assets:** $24.3M

## Key Plan Design Features

- **Auto-Enrollment:** No

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **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|440|$24.3M|$2.6M|$1.1M|

| 2023|342|$18.4M|$1.1M|$0|

| 2022|319|$15.8M|$964,207|$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|

| EMPOWER ANNUITY INSURANCE COMPANY O|RECORDKEEPER|$62,709|—|$62,709|

| SAGEVIEW ADVISORY GROUP, LLC|INVESTMENT ADVISOR|$40,250|—|$40,250|

| BROWN, EDWARDS & COMPANY, LLP|AUDITOR|$14,510|—|$14,510|

| BROWN EDWARDS & COMPANY, LLP|Auditor|$14,510|—|$14,510|

### 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) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $131,979

- **Estimated Expense Ratio:** 0.543% 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|$117,469|$40,250|—|$14,510|—|

| 2023|$76,776|$21,669|—|$12,750|—|

| 2022|$68,337|—|$68,337|—|—|

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