# Scotlynn Usa Division, INC. 401(k) Plan
Source: https://planprovider.pro/companies/scotlynn-usa-division-inc-401k-plan

> Scotlynn Usa Division, INC.'s 401(k) plan: 286 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Scotlynn Usa Division, INC.

- **Sponsor EIN:** 272104137

- **Sponsor Address:** 9597 GULF RESEARCH LANE, FORT MYERS, FL, 33912

- **Plan Type:** 401(k)

- **Total Participants:** 286

- **Total Assets:** $12.6M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** Yes

- **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|286|$12.6M|$741,566|$1.7M|

| 2023|344|$9.7M|$707,192|$1.7M|

| 2022|228|$6.4M|$640,547|$1.5M|

## 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|

| HBKS WEALTH ADVISORS|NONE|$49,788|—|$49,788|

| ASCENSUS LLC|NONE|$38,879|—|$38,879|

| HSC/TUSCAN & COMPANY, PA|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [HSC/TUSCAN & COMPANY, PA](https://planprovider.pro/provider/hsctuscan-and-company-pa) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $88,667

- **Estimated Expense Ratio:** 0.701% 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|$88,667|$49,788|$38,879|—|—|

| 2023|$67,360|$42,489|$24,871|—|—|

| 2022|$48,642|$31,112|$17,530|—|—|

## Similar Plans

- [Dpwn Holdings Usa, INC.](https://planprovider.pro/companies/dpwn-holdings-usa-inc-401k-plan-021) — 3,200 participants

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