# Scottsdale Cultural Council 401(k) Plan
Source: https://planprovider.pro/companies/scottsdale-cultural-council-860593786-001

> Scottsdale Cultural Council's 401(k) plan: 88 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Scottsdale Cultural Council

- **Sponsor EIN:** 860593786

- **Sponsor Address:** 7380 EAST SECOND STREET, SCOTTSDALE, AZ, 85251

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

- **Plan Number:** 001

- **Total Participants:** 88

- **Total Assets:** $5.7M

## 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|88|$5.7M|$184,189|$369,102|

| 2023|123|$4.8M|$158,846|$327,719|

| 2022|123|$4.0M|$156,321|$329,307|

## 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|

| FORUS ADVISORS|Other Service Provider|$17,548|—|$17,548|

| THE VANGUARD GROUP, INC.|Other Service Provider|$14,656|—|$14,656|

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $32,204

- **Estimated Expense Ratio:** 0.561% 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|$32,204|$17,548|$14,656|—|—|

| 2023|$26,955|$14,495|$12,460|—|—|

| 2022|$23,480|$11,595|$11,885|—|—|

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