Plan Snapshot
- Plan Sponsor: Scientific Specialties, INC.
- Sponsor EIN: 680212062
- Sponsor Address: 1310 THURMAN ST., LODI, CA, 95240
- Plan Type: 401(k)
- Total Participants: 138
- Total Assets: $11.0M
Key Plan Design Features
- Auto-Enrollment: Yes
- 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 | 138 | $11.0M | $334,962 | $588,961 |
| 2023 | 140 | $10.8M | $844,993 | $619,995 |
| 2022 | 127 | $9.6M | $1.0M | $594,197 |
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 |
|---|---|---|---|---|
| BOWMAN & COMPANY, LLP | Auditor | — | — | $0 |
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 | $17,857 | $12,795 | — | — | — |
| 2023 | $12,599 | $9,522 | — | — | — |
| 2022 | $8,591 | — | $8,591 | — | — |