# Scelzi Enterprises, INC. 401(k) Plan
Source: https://planprovider.pro/companies/scelzi-enterprises-inc-401k-plan

> Scelzi Enterprises, INC.'s 401(k) plan: 450 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/regency-investment-advisors-inc) — INVESTMENT ADVISOR

- [PCS RETIREMENT, LLC](https://planprovider.pro/provider/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|—|—|

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