Plan Snapshot
- Plan Sponsor: Scan Group
- Sponsor EIN: 953826037
- Sponsor Address: 3800 KILROY AIRPORT WAY, SUITE 100, LONG BEACH, CA, 90806
- Plan Type: 401(k)
- Total Participants: 2,121
- Total Assets: $201.2M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 2,121 | $201.2M | $13.3M | $15.6M |
| 2023 | 1,965 | $169.9M | $11.6M | $13.6M |
| 2022 | 1,578 | $129.7M | $7.9M | $9.4M |
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 |
|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | NONE | $238,080 | — | $238,080 |
| EMPOWER ADVISORY GROUP | NONE | $45,969 | — | $45,969 |
| MERCER (US) INC | NONE | $40,000 | — | $40,000 |
| MOSS ADAMS LLP | NONE | $31,750 | — | $31,750 |
| BAKER TILLY US, LLP | Auditor | $31,500 | — | $31,500 |
| BILKEYKATZ INVESTMENT CONSULTANTS I | NONE | $6,250 | — | $6,250 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- MOSS ADAMS LLP — NONE
- BAKER TILLY US, LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $393,549
- Estimated Expense Ratio: 0.196% 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 | $279,550 | $92,219 | — | $31,500 | — |
| 2023 | $293,068 | $48,685 | — | $77,870 | — |
| 2022 | $77,183 | $13,667 | $49,516 | — | — |