Plan Snapshot
- Plan Sponsor: Scully Company
- Sponsor EIN: 231604780
- Sponsor Address: 801 OLD YORK ROAD, JENKINTOWN, PA, 19046
- Plan Type: 401(k)
- Total Participants: 285
- Total Assets: $15.1M
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: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 285 | $15.1M | $207,541 | $1.1M |
| 2023 | 377 | $13.2M | $191,247 | $1.0M |
| 2022 | 258 | $11.3M | $181,659 | $942,025 |
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 |
|---|---|---|---|---|
| BDO USA, P.C. | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BDO USA, P.C. — 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 | $75,663 | $130 | — | — | — |
| 2023 | $75,828 | $3,845 | $71,983 | — | — |
| 2022 | $70,444 | $28,758 | $39,466 | — | $2,220 |