Plan Snapshot
- Plan Sponsor: Scaled Composites, LLC
- Sponsor EIN: 770554360
- Sponsor Address: 1624 FLIGHT LINE, MOJAVE, CA, 935011663
- Plan Type: 401(k)
- Total Participants: 283
- Total Assets: $48.9M
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 | 283 | $48.9M | $1.3M | $2.3M |
| 2023 | 267 | $45.3M | $1.4M | $2.0M |
| 2022 | 258 | $36.0M | $1.0M | $1.8M |
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 |
|---|---|---|---|---|
| CERITY PARTNERS RETIREMENT PLAN | ADVISOR | $80,931 | — | $80,931 |
| FIDELITY INVESTMENTS INSTITUTIONAL | RECORDKEEPER | $43,130 | — | $43,130 |
| STRATEGIC ADVISORS, INC. | ADVISOR | $9,943 | — | $9,943 |
| HUTCHINSON & BLOODGOOD LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FIDELITY INVESTMENTS INSTITUTIONAL — RECORDKEEPER
- STRATEGIC ADVISORS, INC. — ADVISOR
- HUTCHINSON & BLOODGOOD LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $134,004
- Estimated Expense Ratio: 0.274% 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 | $130,270 | $90,874 | — | — | — |
| 2023 | $25,452 | $17,995 | — | — | — |
| 2022 | $146,331 | $103,571 | $26,999 | — | $15,761 |