Plan Snapshot
- Plan Sponsor: Sc Campbell LP
- Sponsor EIN: 474414514
- Sponsor Address: 247 E CAMPBELL AVENUE, CAMPBELL, CA, 95008
- Plan Type: 401(k)
- Total Participants: 234
- Total Assets: $92,631
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 234 | $92,631 | $0 | $53,965 |
| 2023 | 147 | $75,046 | $0 | $53,083 |
| 2022 | 99 | $25,923 | $0 | $25,668 |
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 |
|---|---|---|---|---|
| PW PARTNERS LLC | Auditor | $21,104 | — | $21,104 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- PW PARTNERS LLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $21,104
- Estimated Expense Ratio: 22.783% 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 | $21,104 | — | — | $21,104 | — |
| 2023 | — | — | — | — | — |
| 2022 | — | — | — | — | — |