# Scandinavian Home, INC. 403(b) Plan
Source: https://planprovider.pro/companies/scandinavian-home-inc-403b-plan

> Scandinavian Home, INC.&#39;s 403(b) plan: 22 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Scandinavian Home, INC.

- **Sponsor EIN:** 050262584

- **Sponsor Address:** 1811 BROAD STREET, CRANSTON, RI, 029053533

- **Plan Type:** 403(b)

- **Total Participants:** 22

- **Total Assets:** $3.4M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** Yes

- **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|22|$3.4M|$73,482|$196,965|

| 2023|104|$3.5M|$86,384|$254,294|

| 2022|110|$2.9M|$89,580|$256,664|

## 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|

| CITRIN COOPERMAN & COMPANY, LLP|Auditor|$84|—|$84|

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $84

- **Estimated Expense Ratio:** 0.002% 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|$42,099|—|$42,015|$84|—|

| 2023|$35,341|—|$35,321|—|—|

| 2022|$37,627|—|$37,627|—|—|

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