Plan Snapshot
- Plan Sponsor: Science Care, INC.
- Sponsor EIN: 860994227
- Sponsor Address: 2001 W. PINNACLE PEAK ROAD, #175, PHOENIX, AZ, 85027
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 218
- Total Assets: $8.6M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: Yes
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2025 | 218 | $8.6M | $0 | $0 |
| 2024 | 153 | $6.8M | $259,853 | $397,939 |
| 2023 | 155 | $5.7M | $260,215 | $395,920 |
| 2022 | 140 | $4.6M | $236,346 | $368,089 |
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 |
|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE CO OF AME | Recordkeeper | $25,903 | — | $25,903 |
| CAMBRIDGE INVESTMENT RESEARCH, INC. | Other Service Provider | $25,110 | — | $25,110 |
| PINNACLE PLAN DESIGN, LLC | Recordkeeper | $16,296 | — | $16,296 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $67,309
- Estimated Expense Ratio: 0.779% 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 |
|---|---|---|---|---|---|
| 2025 | $327,822 | — | $16,296 | — | — |
| 2024 | $47,288 | $20,832 | $5,441 | — | — |
| 2023 | $48,113 | $21,741 | $6,224 | — | — |
| 2022 | $44,035 | — | $39,360 | — | $4,675 |