# Scan Group 401(k) Plan
Source: https://planprovider.pro/companies/scan-group-401k-plan

> Scan Group's 401(k) plan: 2,121 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/milliman) — NONE

- [BAKER TILLY US, LLP](https://planprovider.pro/provider/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|—|—|

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