Plan Snapshot
- Plan Sponsor: Scurlock Holdings INC.
- Sponsor EIN: 261677700
- Sponsor Address: P. O. BOX 1500, JONESBORO, AR, 72403
- Plan Type: 401(k)
- Total Participants: 227
- Total Assets: $6.6M
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 | 227 | $6.6M | $125,005 | $397,671 |
| 2023 | 211 | $5.6M | $112,929 | $309,313 |
| 2022 | 180 | $4.7M | $104,206 | $324,137 |
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 |
|---|---|---|---|---|
| BELL FOSTER JOHNSON & WATKINS LLP | Auditor | — | — | $0 |
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 | $414 | — | $414 | — | — |
| 2023 | $444 | — | $444 | — | — |
| 2022 | $384 | — | $384 | — | — |