Plan Snapshot
- Plan Sponsor: Script Care, Ltd.
- Sponsor EIN: 760295598
- Sponsor Address: 6380 FOLSOM, BEAUMONT, TX, 77706
- Plan Type: 401(k)
- Total Participants: 144
- Total Assets: $35.3M
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: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 144 | $35.3M | $961,055 | $1.4M |
| 2023 | 122 | $39.5M | $834,908 | $1.3M |
| 2022 | 126 | $30.2M | $790,642 | $1.2M |
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 |
|---|---|---|---|---|
| BMT WEALTH | Investment Advisor | $63,951 | — | $63,951 |
| JOHN HANCOCK RETIRMENT PLAN SVCS | Recordkeeper | $23,982 | — | $23,982 |
| COMPENSATION STRATEGIES GROUP | Recordkeeper | $15,987 | — | $15,987 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- JOHN HANCOCK RETIRMENT PLAN SVCS — Recordkeeper
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $103,920
- Estimated Expense Ratio: 0.295% 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 | $72,779 | $32,456 | — | — | — |
| 2023 | $74,758 | $74,758 | — | — | — |
| 2022 | $71,482 | — | $71,482 | — | — |