Plan Snapshot
- Plan Sponsor: Scor U.S. Corporation
- Sponsor EIN: 751791342
- Sponsor Address: 28 LIBERTY STREET, NEW YORK, NY, 10005
- Plan Type: 401(k)
- Total Participants: 640
- Total Assets: $314.6M
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 | 640 | $314.6M | $11.9M | $9.5M |
| 2023 | 597 | $285.1M | $11.4M | $8.9M |
| 2022 | 620 | $238.5M | $11.4M | $8.9M |
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 |
|---|---|---|---|---|
| STRATEGIC ADVISORS, INC. | ADVISOR | $84,274 | — | $84,274 |
| SEGAL MARCO ADVISORS | CONSULTANT | $38,925 | — | $38,925 |
| THE SEGAL COMPANY | CONSULTANT | $19,750 | — | $19,750 |
| FORVIS MAZARS LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- STRATEGIC ADVISORS, INC. — ADVISOR
- FORVIS MAZARS LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $142,949
- Estimated Expense Ratio: 0.045% 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 | $139,224 | $84,274 | — | — | — |
| 2023 | $246,753 | $65,463 | $1,200 | $80,952 | — |
| 2022 | $41,741 | $52,846 | — | — | — |