Plan Snapshot
- Plan Sponsor: Scioinspire, Corp. Dba Scio Health Analytics
- Sponsor EIN: 260185383
- Sponsor Address: 10 EXCHANGE PLACE 22ND FLOOR, JERSEY CITY, NJ, 07302
- Plan Type: 401(k)
- Total Participants: 211
- Total Assets: $23.3M
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 | 211 | $23.3M | $416,506 | $1.5M |
| 2023 | 215 | $20.7M | $414,734 | $1.5M |
| 2022 | 248 | $17.6M | $420,863 | $1.5M |
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 |
|---|---|---|---|---|
| WIPFLI LLP | Auditor | $13,950 | — | $13,950 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- WIPFLI LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $13,950
- Estimated Expense Ratio: 0.060% 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 | $316 | — | — | $13,950 | — |
| 2023 | $16,529 | $37,500 | — | $14,724 | — |
| 2022 | $16,623 | -$9,377 | — | — | — |