Plan Snapshot
- Plan Sponsor: Scopelitis Garvin Light Hanson & Feary P.C.
- Sponsor EIN: 351487550
- Sponsor Address: 10 WEST MARKET STREET, INDIANAPOLIS, IN, 462042968
- Plan Type: 401(k)
- Total Participants: 151
- Total Assets: $71.2M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- 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. |
|---|---|---|---|---|
| 2024 | 151 | $71.2M | $437,652 | $2.4M |
| 2023 | 153 | $61.2M | $418,159 | $2.4M |
| 2022 | 142 | $50.6M | $382,841 | $2.1M |
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 |
|---|---|---|---|---|
| BARNES, DENNIG & CO., LTD. | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BARNES, DENNIG & CO., LTD. — Auditor
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 | $43,832 | $32,069 | — | — | — |
| 2023 | $36,174 | $24,643 | — | — | — |
| 2022 | $33,570 | $16,512 | — | — | $17,058 |