Plan Snapshot
- Plan Sponsor: Sc - Bcp Acquisition Company, LLC
- Sponsor EIN: 883621798
- Sponsor Address: 5315 DANSHER ROAD, COUNTRYSIDE, IL, 60525
- Plan Type: 401(k)
- Total Participants: 81
- Total Assets: $8.4M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: Yes
- 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 | 81 | $8.4M | $248,703 | $484,436 |
| 2023 | 70 | $7.6M | $219,831 | $401,168 |
| 2022 | 75 | $6.6M | $266,150 | $470,014 |
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 |
|---|---|---|---|---|
| ANCORA RETIREMENT PLAN ADVISORS | ADVISOR | $27,499 | — | $27,499 |
| FIDELITY INVESTMENTS INSTITUTIONAL | RECORDKEEPER | $26,874 | — | $26,874 |
| MOWERY & SCHOENFELD, LLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FIDELITY INVESTMENTS INSTITUTIONAL — RECORDKEEPER
- MOWERY & SCHOENFELD, LLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $54,373
- Estimated Expense Ratio: 0.646% 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 | $54,372 | $26,428 | — | — | — |
| 2023 | $10,865 | — | — | — | — |
| 2022 | $2,690 | — | — | — | — |