Plan Snapshot
- Plan Sponsor: Scansource, INC.
- Sponsor EIN: 570965380
- Sponsor Address: #6 LOGUE COURT, GREENVILLE, SC, 29615
- Plan Type: 401(k)
- Total Participants: 1,439
- Total Assets: $225.4M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- 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 | 1,439 | $225.4M | $0 | $0 |
| 2024 | 1,401 | $215.9M | $0 | $0 |
| 2023 | 1,515 | $193.1M | $0 | $0 |
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 |
|---|---|---|---|---|
| FORVIS MAZARS, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FORVIS MAZARS, LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $198,758 | $31,591 | $1,200 | — | — |
| 2024 | $214,178 | $25,746 | $1,200 | — | — |
| 2023 | -$79,642 | $14,803 | — | — | — |