Plan Snapshot
- Plan Sponsor: S.C. Companies, INC.
- Sponsor EIN: 421269893
- Sponsor Address: 225 IOWA AVENUE, MUSCATINE, IA, 527613784
- Plan Type: DC
- Total Participants: 830
- Total Assets: $96.6M
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 | 830 | $96.6M | $0 | $0 |
| 2024 | 802 | $76.2M | $0 | $0 |
| 2023 | 849 | $63.7M | $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 |
|---|---|---|---|---|
| ANDERSON, LOWER, WHITLOW, P.C. | Auditor | $11,625 | — | $11,625 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $11,625
- Estimated Expense Ratio: 0.012% 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 |
|---|---|---|---|---|---|
| 2025 | $65,693 | $54,000 | — | $11,625 | — |
| 2024 | $61,284 | $50,000 | — | $11,025 | — |
| 2023 | $57,661 | — | — | — | $57,550 |