Plan Snapshot
- Plan Sponsor: Scott-Macon, LLC
- Sponsor EIN: 132778949
- Sponsor Address: 18333 EGRET BAY BLVD, SUITE #444, HOUSTON, TX, 77058
- Plan Type: 401(k)
- Total Participants: 139
- Total Assets: $18.0M
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 | 139 | $18.0M | $42,255 | $845,352 |
| 2023 | 152 | $22.0M | $16,109 | $787,314 |
| 2022 | 154 | $18.9M | $0 | $785,873 |
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 |
|---|---|---|---|---|
| FORVIS MAZARS LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FORVIS MAZARS LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $80,794 | $45,515 | $35,279 | — | — |
| 2023 | $80,530 | — | $70,528 | — | — |
| 2022 | $93,250 | — | $78,793 | — | $14,457 |