# Scope Education Services 403(b) Plan
Source: https://planprovider.pro/companies/scope-education-services-403b-plan-001

> Scope Education Services's 403(b) plan: 613 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Scope Education Services

- **Sponsor EIN:** 112073576

- **Sponsor Address:** 100 LAWRENCE AVENUE, SMITHTOWN, NY, 117873618

- **Plan Type:** 403(b)

- **Total Participants:** 613

- **Total Assets:** $8.6M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** Yes

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **Participant-Directed Investments:** No

- **ERISA Section 404(c) Fiduciary Safe Harbor:** No

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|613|$8.6M|$463,110|$144,170|

| 2023|524|$7.4M|$379,827|$121,990|

| 2022|408|$6.1M|$271,032|$90,859|

## 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|

| CERINI & ASSOCIATES 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|$3,809|—|$3,809|—|—|

| 2023|$2,866|—|$2,866|—|—|

| 2022|$2,292|—|$2,292|—|—|

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