Plan Snapshot
- Plan Sponsor: The Society Of Certified Insurance Counselors
- Sponsor EIN: 741785679
- Sponsor Address: 3630 NORTH HILLS DR., AUSTIN, TX, 78731
- Plan Type: 401(k)
- Total Participants: 86
- Total Assets: $14.3M
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 | 86 | $14.3M | $221,927 | $541,714 |
| 2023 | 88 | $13.0M | $234,438 | $503,053 |
| 2022 | 87 | $11.3M | $204,570 | $445,268 |
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 |
|---|---|---|---|---|
| CALHOUN, THOMSON, MATZA | 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 | $25,351 | — | $25,351 | — | — |
| 2023 | $10,593 | — | $10,593 | — | — |
| 2022 | $14,752 | — | $14,752 | — | — |