# Southern Champion Tray, L P 401(k) Plan
Source: https://planprovider.pro/companies/sctray-company-401k-plan

> Southern Champion Tray, L P's 401(k) plan: 898 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Southern Champion Tray, L P

- **Sponsor EIN:** 620452437

- **Sponsor Address:** 220 COMPRESS ST, CHATTANOOGA, TN, 374053724

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

- **Total Participants:** 898

- **Total Assets:** $55.4M

## 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|898|$55.4M|$1.5M|$3.5M|

| 2023|914|$49.1M|$1.5M|$3.4M|

| 2022|862|$42.1M|$1.4M|$3.2M|

## 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|

| EMPOWER ANNUITY INSURANCE COMPANY|RECORDKEEPER|$123,661|—|$123,661|

| ONEDIGITAL INVESTMENT ADVISORS LLC|INVESTMENT ADVISOR|$61,916|—|$61,916|

| CADARET GRANT & CO INC|OTHER|$13,260|—|$13,260|

| LBMC, PC|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [ONEDIGITAL INVESTMENT ADVISORS LLC](https://planprovider.pro/provider/onedigital-investment-advisors-llc) — INVESTMENT ADVISOR

- [LBMC, PC](https://planprovider.pro/provider/lbmc-pc) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $198,837

- **Estimated Expense Ratio:** 0.359% 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|$206,616|$64,873|—|—|—|

| 2023|$80,827|$64,942|—|$6,175|—|

| 2022|$90,680|—|$90,680|—|—|

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