Plan Snapshot
- Plan Sponsor: Scelzi Enterprises, INC.
- Sponsor EIN: 770195640
- Sponsor Address: 2286 E DATE AVENUE, FRESNO, CA, 93706
- Plan Type: 401(k)
- Total Participants: 450
- Total Assets: $7.6M
Key Plan Design Features
- Auto-Enrollment: No
- 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. |
|---|---|---|---|---|
| 2024 | 450 | $7.6M | $394,794 | $637,471 |
| 2023 | 425 | $6.9M | $336,189 | $589,424 |
| 2022 | 383 | $5.3M | $326,081 | $563,851 |
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 |
|---|---|---|---|---|
| REGENCY INVESTMENT ADVISORS | INVESTMENT ADVISOR | $39,266 | — | $39,266 |
| EMPOWER ANNUITY INSURANCE CO | RECORDKEEPER | $5,605 | — | $5,605 |
| PCS RETIREMENT, LLC | CONTRACT ADMINISTRATOR | $5,590 | — | $5,590 |
| DEDEKIAN, GEORGE, SMALL & MARKARIAN | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- REGENCY INVESTMENT ADVISORS — INVESTMENT ADVISOR
- PCS RETIREMENT, LLC — CONTRACT ADMINISTRATOR
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $50,461
- Estimated Expense Ratio: 0.667% 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 | $39,045 | $26,880 | — | — | — |
| 2023 | $38,220 | — | $38,220 | — | — |
| 2022 | $36,049 | $30,769 | $5,280 | — | — |