# Scor U.S. Corporation 401(k) Plan
Source: https://planprovider.pro/companies/scor-u-s-corporation-401k-plan-002

> Scor U.S. Corporation&#39;s 401(k) plan: 640 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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.](https://planprovider.pro/provider/creative-planning) — ADVISOR

- [FORVIS MAZARS LLP](https://planprovider.pro/provider/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|—|—|—|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/scor-u-s-corporation-401k-plan-002)

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