# Scott Byron & Co., INC. 401(k) Plan
Source: https://planprovider.pro/companies/scott-byron-co-inc-401k-plan

> Scott Byron & Co., INC.'s 401(k) plan: 85 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Scott Byron & Co., INC.

- **Sponsor EIN:** 363217398

- **Sponsor Address:** 30088 N. SKOKIE HIGHWAY, LAKE BLUFF, IL, 60044

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

- **Total Participants:** 85

- **Total Assets:** $12.6M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **Participant-Directed Investments:** Yes

- **ERISA Section 404(c) Fiduciary Safe Harbor:** No

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|85|$12.6M|$87,397|$403,409|

| 2023|179|$11.1M|$0|$292,388|

| 2022|252|$9.4M|$0|$241,699|

## 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|

| SMITH & HOWARD, PC|Auditor|$10,500|—|$10,500|

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $10,500

- **Estimated Expense Ratio:** 0.083% 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|$61,963|$20,887|$30,576|$10,500|—|

| 2023|$60,279|$30,835|$29,444|—|—|

| 2022|$59,811|$25,010|$30,801|—|$4,000|

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