Plan Snapshot
- Plan Sponsor: Scott & Associates, PC
- Sponsor EIN: 752880389
- Sponsor Address: 1120 METROCREST DR, CARROLLTON, TX, 75006
- Plan Type: 401(k)
- Plan Number: 501
- Total Participants: 328
- Total Assets: $0
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- 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. |
|---|---|---|---|---|
| 2025 | 328 | $0 | $0 | $0 |
| 2024 | 236 | $0 | $0 | $0 |
| 2023 | 209 | $0 | $0 | $0 |
| 2022 | 199 | $0 | $0 | $0 |
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 |
|---|---|---|---|---|
| CRUM & FOSTER | Other Service Provider | $679,404 | — | $679,404 |
| BALDWIN GROUP | Other Service Provider | $64,240 | — | $64,240 |
| BOON CHAPMAN LTD | Other Service Provider | $50,430 | — | $50,430 |
| BEVCAP MANAGEMENT LLC | Recordkeeper | $44,968 | — | $44,968 |
| AETNA - PPO | Recordkeeper | $27,527 | — | $27,527 |
| BEVCAP HEALTH CAPTIVE - NC | Other Service Provider | $21,500 | — | $21,500 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $888,069
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 |
|---|---|---|---|---|---|
| 2025 | — | — | — | — | — |
| 2024 | — | — | — | — | — |
| 2023 | — | — | — | — | — |
| 2022 | — | — | — | — | — |