Plan Snapshot
- Plan Sponsor: Scott Felder Homes
- Sponsor EIN: 262339433
- Sponsor Address: 6414 RIVER PLACE BLVD STE 100, AUSTIN, TX, 78730
- Plan Type: 401(k)
- Total Participants: 121
- Total Assets: $11.7M
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: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 121 | $11.7M | $297,423 | $846,152 |
| 2023 | 133 | $9.9M | $301,532 | $896,464 |
| 2022 | 158 | $8.0M | $306,835 | $931,414 |
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 |
|---|---|---|---|---|
| AMERICAN UNITED LIFE INSURANCE CO | Other Service Provider | $1,502 | $44,291 | $45,793 |
| BKS FINANCIAL INVESTMENTS LLC | Other Service Provider | — | $11,026 | $11,026 |
| MORGAN STANLEY SMITH BARNEY LLC | Investment Advisor | $5,702 | — | $5,702 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- MORGAN STANLEY SMITH BARNEY LLC — Investment Advisor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $62,521
- Estimated Expense Ratio: 0.532% 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 | $23,120 | — | — | — | — |
| 2023 | $8,049 | $3,444 | $1,128 | — | — |
| 2022 | $2,980 | — | $2,980 | — | — |