# Scholfield, INC. 401(k) Plan
Source: https://planprovider.pro/companies/scholfield-inc-401k-plan

> Scholfield, INC.'s 401(k) plan: 145 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Scholfield, INC.

- **Sponsor EIN:** 480992934

- **Sponsor Address:** 7017 E. KELLOGG DRIVE, WICHITA, KS, 67207

- **Plan Type:** 401(k)

- **Total Participants:** 145

- **Total Assets:** $9.3M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **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|145|$9.3M|$235,697|$677,532|

| 2023|139|$8.6M|$225,380|$679,446|

| 2022|128|$8.1M|$210,516|$648,013|

## 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|

| COMPASS 360, LLC|TPA|$26,650|—|$26,650|

| NATIONAL FINANCIAL SERVICES|PAYING AGENT|—|$21,568|$21,568|

| MORGAN STANLEY SMITH BARNEY|ADVISOR|—|$18,024|$18,024|

| ADAMSBROWN, LLC|ACCOUNTANT/AUDITOR|$13,400|—|$13,400|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [MORGAN STANLEY SMITH BARNEY](https://planprovider.pro/provider/jp-morgan-asset-management) — ADVISOR

- [ADAMSBROWN, LLC](https://planprovider.pro/provider/adamsbrown-llc) — ACCOUNTANT/AUDITOR

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $79,642

- **Estimated Expense Ratio:** 0.856% 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|$26,262|—|—|$13,400|—|

| 2023|$8,006|—|—|$7,260|—|

| 2022|$61,799|—|—|—|—|

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