Plan Snapshot
- Plan Sponsor: The Scoular Company
- Sponsor EIN: 470599176
- Sponsor Address: 13660 CALIFORNIA ST, OMAHA, NE, 68154
- Plan Type: DC
- Total Participants: 420
- Total Assets: $87.1M
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. |
|---|---|---|---|---|
| 2025 | 420 | $87.1M | $0 | $0 |
| 2024 | 506 | $124.9M | $0 | $0 |
| 2023 | 580 | $144.8M | $0 | $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 |
|---|---|---|---|---|
| FRANKEL, LLC | Auditor | $15,832 | — | $15,832 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FRANKEL, LLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $15,832
- Estimated Expense Ratio: 0.018% 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 |
|---|---|---|---|---|---|
| 2025 | $391,844 | — | — | $15,832 | — |
| 2024 | $887,299 | — | — | — | — |
| 2023 | $872,037 | — | — | — | $56,768 |