Plan Snapshot
- Plan Sponsor: Scm Hotel Operating Company, LLC
- Sponsor EIN: 881659254
- Sponsor Address: 4965 PRESTON PARK BLVD, PLANO, TX, 75093
- Plan Type: 401(k)
- Total Participants: 566
- Total Assets: $7.8M
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 | 566 | $7.8M | $324,566 | $669,867 |
| 2023 | 526 | $7.3M | $288,506 | $552,818 |
| 2022 | 420 | $7.1M | $83,761 | $171,546 |
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 |
|---|---|---|---|---|
| TRANSAMERICA RETIREMENT SOLUTIONS, | RECORDKEEPER | $35,508 | — | $35,508 |
| RAYMOND JAMES AND ASSOCIATES, INC | INVESTMENT ADVISOR | $25,057 | — | $25,057 |
| WRIGHT FORD YOUNG & CO | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- TRANSAMERICA RETIREMENT SOLUTIONS, — RECORDKEEPER
- RAYMOND JAMES AND ASSOCIATES, INC — INVESTMENT ADVISOR
- WRIGHT FORD YOUNG & CO — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $60,565
- Estimated Expense Ratio: 0.780% 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 | $64,864 | — | $64,864 | — | — |
| 2023 | $68,516 | — | $68,516 | — | — |
| 2022 | $11,042 | $11,042 | — | — | — |