Plan Snapshot
- Plan Sponsor: Scafco Corporation
- Sponsor EIN: 910610694
- Sponsor Address: PO BOX 3949, SPOKANE, WA, 99220
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 425
- Total Assets: $33.3M
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. |
|---|---|---|---|---|
| 2025 | 425 | $33.3M | $0 | $0 |
| 2024 | 296 | $31.9M | $40,000 | $1.6M |
| 2023 | 322 | $27.7M | $613,939 | $1.7M |
| 2022 | 339 | $22.6M | $758,277 | $1.6M |
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 |
|---|---|---|---|---|
| RANDALL & HURLEY | Other Service Provider | $25,463 | — | $25,463 |
| CHARLES SCHWAB TRUST BANK | Other Service Provider | $6,625 | — | $6,625 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $32,088
- Estimated Expense Ratio: 0.096% 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 | $3,923,060 | — | — | — | — |
| 2024 | $52,876 | — | $6,063 | $22,500 | — |
| 2023 | $35,046 | — | — | — | — |
| 2022 | $58,425 | $5,729 | — | — | $52,696 |