Plan Ledger DOL Form 5500 · updated monthly

Scientific Specialties, Inc.401(k)

SCIENTIFIC SPECIALTIES, INC. 401(K) PROFIT SHARING PLAN · LODI, CA · plan year 2024

Reported admin expense ratio · 2024
0.16%

Peer grade: B+ · admin costs + employer contributions vs same-size plans · how grading works

Scientific Specialties, Inc. reported $17,857 in plan administrative expenses for 2024: 0.16% of average plan assets, below the peer median. Employer contributions averaged $2,427 per active participant. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

Across the 2 years on file its reported administrative ratio rose from 0.09% to 0.16%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other manufacturing employers. By assets it is among the smaller plans on file in California (5,205th of 9,483), and 8,378th of 13,661 in manufacturing. In 2024, employees put in $1.76 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$10,971,416
Participants with balances168
Active participants138
Employer contributions$334,962
Employee contributions$588,961
Employer contribution per active participant$2,427
Average account balance$65,306
Benefits paid to participants$1,955,754
Plan auditUnmodified (clean) audit opinion
AuditorBOWMAN & COMPANY, LLP
Plan history3
Yearassets · accounts · employer contribution
2024$11.0M · 168 accts · $335K emplr
2023$10.8M · 199 accts · $845K emplr
2022$9.6M · 167 accts · $1.0M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$5,062
Investment management$12,795
Total administrative$17,857
The Scientific Specialties, Inc. 401(k) match · 2024
Employer contribution per active participant$2,427
Median for plans this size$2,416
2024$2,427 per active participant
2023$6,036 per active participant
2022$8,060 per active participant

Scientific Specialties, Inc.'s 2024 employer contribution ran above the $2,416 median for plans its size. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

What these fees cost you

Annual cost at the plan's reported 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20243
EMPOWER ADVISORY GROUP, LLC · Investment management$12,795
STIFEL NICOLAUS & CO INCindirect comp

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Administrative cost history3
2024$17,857 · 0.16%
2023$12,599 · 0.12%
2022$8,591 · 0.09%
Same employer
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Custom Control Sensors, LLC CA$11.0M · 0.48%
Mattco Forge, Inc. CA$11.0M · 0.50%
Alpha Teknova, Inc. CA$11.0M · 0.54%
Tct Mobile, Inc CA$11.0M · 0.57%
Pulmuone Foods USA, Inc. CA$11.0M · 0.73%
Willow Innovations, Inc CA$10.9M · 0.01%
George Chiala Farms, Inc. CA$10.9M · 0.40%

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Source: U.S. Department of Labor, Form 5500 series, EIN 680212062 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.