Plan Snapshot
- Plan Sponsor: Sci Engineering, INC.
- Sponsor EIN: 431132569
- Sponsor Address: 130 POINT WEST BLVD, SAINT CHARLES, MO, 63301
- Plan Type: 401(k)
- Total Participants: 173
- Total Assets: $15.6M
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 | 173 | $15.6M | $416,416 | $850,401 |
| 2023 | 166 | $14.2M | $359,025 | $775,796 |
| 2022 | 141 | $11.4M | $314,081 | $676,789 |
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 |
|---|---|---|---|---|
| CBIZ FINANCIAL SOLUTIONS | Investment Advisor | $35,643 | — | $35,643 |
| EMPOWER ANNUITY INS | Recordkeeper | $21,929 | — | $21,929 |
| CBIZ BENEFITS & INS | Other Service Provider | $14,405 | — | $14,405 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $71,977
- Estimated Expense Ratio: 0.460% 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 | $73,662 | — | — | — | — |
| 2023 | $63,241 | — | — | — | — |
| 2022 | $63,889 | — | — | — | — |