# S.B.C.C., INC. 401(k) Plan
Source: https://planprovider.pro/companies/s-b-c-c-inc-401k-plan

> S.B.C.C., INC.'s 401(k) plan: 68 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** S.B.C.C., INC.

- **Sponsor EIN:** 770336472

- **Sponsor Address:** 1711 DELL AVENUE, CAMPBELL, CA, 95008

- **Plan Type:** 401(k)

- **Total Participants:** 68

- **Total Assets:** $15.2M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **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|68|$15.2M|$362,247|$810,814|

| 2023|83|$14.3M|$575,876|$830,316|

| 2022|80|$10.2M|$510,605|$866,827|

## 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|

| SLOY, DAHL, & HOLST|INVESTMENT ADVISOR|$92,793|—|$92,793|

| SPECTRUM PENSION CONSULTANTS, INC.|RECORDKEEPER|$33,998|—|$33,998|

| BPM LLP|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [SLOY, DAHL, & HOLST](https://planprovider.pro/provider/pcs-retirement-llc) — INVESTMENT ADVISOR

- [BPM LLP](https://planprovider.pro/provider/bpm-llp) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $126,791

- **Estimated Expense Ratio:** 0.836% 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|$126,791|$92,793|—|—|—|

| 2023|$113,596|$83,257|$30,339|—|—|

| 2022|$127,234|$93,477|$33,757|—|—|

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