Plan Snapshot
- Plan Sponsor: Schc Companies, INC.
- Sponsor EIN: 222943771
- Sponsor Address: 819 S SALINA ST, SYRACUSE, NY, 132023527
- Plan Type: 403(b)
- Total Participants: 87
- Total Assets: $11.4M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- 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 | 87 | $11.4M | $0 | $698,760 |
| 2023 | 85 | $9.5M | $0 | $667,336 |
| 2022 | 60 | $8.9M | $0 | $552,617 |
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 |
|---|---|---|---|---|
| BONADIO & CO, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BONADIO & CO, 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 |
|---|---|---|---|---|---|
| 2024 | $52,310 | — | $52,310 | — | — |
| 2023 | $39,204 | — | $39,204 | — | — |
| 2022 | $58,345 | $40,556 | $17,789 | — | — |