Plan Snapshot
- Plan Sponsor: The Scoular Company
- Sponsor EIN: 470599176
- Sponsor Address: 13660 CALIFORNIA ST., OMAHA, NE, 68154
- Plan Type: 401(k)
- Plan Number: 002
- Total Participants: 1,082
- Total Assets: $165.7M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- 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 | 1,082 | $165.7M | $7.2M | $13.9M |
| 2023 | 1,263 | $145.9M | $7.9M | $8.9M |
| 2022 | 1,133 | $105.3M | $3.2M | $7.5M |
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 |
|---|---|---|---|---|
| MERRILL LYNCH, PIERCE, FENNER AND S | Recordkeeper | $58,043 | — | $58,043 |
| FRANKELZACHARIA | Auditor | $14,200 | — | $14,200 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FRANKELZACHARIA — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $72,243
- Estimated Expense Ratio: 0.044% 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 | $93,806 | — | — | $14,200 | — |
| 2023 | $129,757 | — | — | — | — |
| 2022 | $73,612 | — | — | — | — |