Plan Snapshot
- Plan Sponsor: Select Capital Commercial Properties, INC.
- Sponsor EIN: 232467199
- Sponsor Address: 4732 GETTYSBURG RD, MECHANICSBURG, PA, 17055
- Plan Type: 401(k)
- Plan Number: 501
- Total Participants: 23
- Total Assets: $84,699
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 23 | $84,699 | $317,237 | $61,814 |
| 2023 | 14 | $75,904 | $279,189 | $68,508 |
| 2022 | 22 | $190,202 | $393,490 | $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 |
|---|---|---|---|---|
| THE BENECON GROUP, LLC | Investment Advisor | $11,465 | — | $11,465 |
| GUNN MOWERY | Investment Advisor | $5,628 | — | $5,628 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $17,093
- Estimated Expense Ratio: 20.181% 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 | $381,121 | — | — | — | — |
| 2023 | $448,753 | — | — | — | — |
| 2022 | $421,105 | — | — | — | — |