# The Scottsdale Company 401(k) Plan
Source: https://planprovider.pro/companies/the-scottsdale-company-401k-plan

> The Scottsdale Company's 401(k) plan: 104 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** The Scottsdale Company

- **Sponsor EIN:** 362495903

- **Sponsor Address:** 4850 TAMIAMI TRAIL N., NAPLES, FL, 34103

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

- **Total Participants:** 104

- **Total Assets:** $16.4M

## 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|104|$16.4M|$193,967|$776,624|

| 2023|244|$22.5M|$407,495|$1.3M|

| 2022|220|$18.8M|$348,053|$1.2M|

## 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|

| ASSURANCE DIMENSIONS, LLC|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [ASSURANCE DIMENSIONS, LLC](https://planprovider.pro/provider/assurance-dimensions-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|$29,437|—|—|—|—|

| 2023|$38,700|—|—|—|—|

| 2022|$34,694|—|—|—|—|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/the-scottsdale-company-401k-plan)

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