# Specialty Construction, INC. 401(k) Plan
Source: https://planprovider.pro/companies/specialty-construction-inc-401k-plan

> Specialty Construction, INC.'s 401(k) plan: 117 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Specialty Construction, INC.

- **Sponsor EIN:** 770443569

- **Sponsor Address:** 645 CLARION COURT, SAN LUIS OBISPO, CA, 93401

- **Plan Type:** 401(k)

- **Total Participants:** 117

- **Total Assets:** $25.5M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** Yes

- **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|117|$25.5M|$1.5M|$1.0M|

| 2023|111|$23.5M|$1.4M|$909,682|

| 2022|120|$19.8M|$1.4M|$835,693|

## 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|

| EMPOWER ANNUITY INSURANCE COMPANY|RECORDKEEPER|$78,383|—|$78,383|

| COMMONWEALTH EQUITY SERVICES|ADVISOR|$51,717|—|$51,717|

| NEXUS ADMINISTRATORS, INC.|Other Service Provider|$3,175|$10,000|$13,175|

| CARON & BLETZER, PLLC|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [CARON & BLETZER, PLLC](https://planprovider.pro/provider/caron-bletzer) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $143,275

- **Estimated Expense Ratio:** 0.562% 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|$73,679|$1,550|$72,129|—|—|

| 2023|$65,468|$45,191|$4,425|—|—|

| 2022|$23,395|$19,820|$3,575|—|—|

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