# Shea Carr & Jewell INC Dba Scj Alliance DC Plan
Source: https://planprovider.pro/companies/shea-carr-jewell-inc-dba-scj-alliance-plan

> Shea Carr & Jewell INC Dba Scj Alliance's DC plan: 108 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Shea Carr & Jewell INC Dba Scj Alliance

- **Sponsor EIN:** 204834444

- **Sponsor Address:** 8730 TALLON LANE NE, LACEY, WA, 98516

- **Plan Type:** DC

- **Total Participants:** 108

- **Total Assets:** $4.1M

## 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|108|$4.1M|$221,275|$0|

| 2023|116|$3.3M|$206,004|$0|

| 2022|107|$2.9M|$207,423|$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|

| STAMBAUGH NESS, INC|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [STAMBAUGH NESS, INC](https://planprovider.pro/provider/stambaugh-ness-inc) — 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|$266|—|—|—|—|

| 2023|$313|—|—|—|—|

| 2022|$313|—|—|—|—|

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