Plan Snapshot
- Plan Sponsor: Scott Industrial Systems, INC.
- Sponsor EIN: 311190910
- Sponsor Address: 4433 INTERPOINT BOULEVARD, DAYTON, OH, 45424
- Plan Type: 401(k)
- Total Participants: 149
- Total Assets: $23.5M
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 | 149 | $23.5M | $401,403 | $876,501 |
| 2023 | 150 | $20.1M | $356,607 | $817,931 |
| 2022 | 109 | $17.2M | $330,802 | $768,045 |
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 |
|---|---|---|---|---|
| EVERHART ADVISORS | NONE | $41,682 | — | $41,682 |
| MONNIER & CO | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- EVERHART ADVISORS — NONE
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $41,682
- Estimated Expense Ratio: 0.177% 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 | $44,542 | $41,682 | $2,860 | — | — |
| 2023 | $41,484 | $37,879 | $3,605 | — | — |
| 2022 | $40,908 | $37,898 | $3,010 | — | — |