# Scotty'S Contracting & Stone, LLC DC Plan
Source: https://planprovider.pro/companies/scotty-s-contracting-stone-llc-plan-003

> Scotty'S Contracting & Stone, LLC's DC plan: 610 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Scotty'S Contracting & Stone, LLC

- **Sponsor EIN:** 611003078

- **Sponsor Address:** 2300 BARREN RIVER RD, BOWLING GREEN, KY, 421019483

- **Plan Type:** DC

- **Total Participants:** 610

- **Total Assets:** $8.2M

## Key Plan Design Features

- **Auto-Enrollment:** No

- **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|610|$8.2M|$3.2M|$0|

| 2023|618|$7.1M|$2.5M|$0|

| 2022|601|$6.0M|$2.5M|$0|

## 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|

| TRANSAMERICA RETIREMENT SOLUTIONS,|RECORDKEEPER|$36,225|—|$36,225|

| BENEFITS ADMINISTRATORS, LLC|RECORDKEEPER|$14,650|$52|$14,702|

| FORVIS MAZARS, LLP|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [TRANSAMERICA RETIREMENT SOLUTIONS,](https://planprovider.pro/provider/transamerica) — RECORDKEEPER

- [FORVIS MAZARS, LLP](https://planprovider.pro/provider/forvis-mazars-llp) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $50,927

- **Estimated Expense Ratio:** 0.621% 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|$50,875|—|$14,650|—|—|

| 2023|$38,041|—|—|—|—|

| 2022|$27,162|—|—|—|$27,162|

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