Providers › Investment advisory and management
Service provider · Schedule C, plan year 2024
SCS
Most often reported for investment advisory and management
Form 5500 information is as filed by the plan administrator with the Department of Labor and may be amended. Figures reflect the plan year shown, not current balances. Schedule C lists only providers a plan paid $5,000 or more, and is filed only by plans with 100 or more participants.
SCS is named as a service provider on the Schedule C of 43 retirement plans with 100 or more participants for plan year 2024, covering 20,178 participant records. Most often it is reported for investment advisory and management.
Reported compensation from those plans, direct and indirect, totalled $1.3M. Per plan, the median was $76.24 per participant, with the middle half of plans between $45.77 and $101. These are amounts plans reported paying this organisation, not a price list: they depend on which services each plan buys and on how much is paid through fund expenses instead.
Its client plans are most numerous in Washington (32), Indiana (3) and Massachusetts (2).
In 2022 it appeared on 25 such filings; in 2024, 43. Yearly counts include every filing that names it, so they can run slightly above the number of plans with pages here, and name or EIN changes after mergers can break the series.
Reported compensation per plan
| Across this provider's plans | 25th percentile | Median | 75th percentile |
|---|---|---|---|
| Compensation per participant | $45.77 | $76.24 | $101 |
| Compensation as a share of plan net assets | 0.10% | 0.14% | 0.20% |
What each plan reported paying this organisation, not the plan's total cost. For reference, the median US defined contribution plan reported $123 per participant to all Schedule C providers combined.
Plans served by year
Matched by employer identification number. A merger or a change of filing entity starts a new series, so a drop to zero is not a loss of clients by itself.
By state
By plan size
Services reported
Largest plans naming this provider
| Plan | Sponsor | State | Participants | Net assets | Reported to this provider |
|---|---|---|---|---|---|
| KPFF, Inc. 401(k) Plan | KPFF, Inc. | WA | 1,798 | $220M | $147K |
| Custone 401(k) Plan | Oneonta Trading Corporation | WA | 1,524 | $16.1M | $32K |
| Ta Group Holdings 401(k) Plan | Nuwest Group Holdings, LLC | WA | 1,241 | $25.1M | $41K |
| Luxoft 401(k) Plan | Luxoft USA, Inc. | NY | 1,122 | $53.5M | $68K |
| Payscale, Inc. Retirement Savings Plan | Payscale, Inc. | MA | 891 | $52.5M | $48K |
| Newcold 401(k) Plan | Newcold Seattle Operations LLC | WA | 818 | $7.8M | $21K |
| Extrahop Networks, Inc. 401(k) Plan and Trust | Extrahop Networks, Inc. | WA | 809 | $65.7M | $80K |
| Taco Time 401(k) Retirement Plan | Accord, Inc. | WA | 722 | $9.4M | $17K |
| Anchor Qea 401(k) Plan | Anchor Qea, Inc. | WA | 697 | $110M | $100K |
| Uwajimaya, Inc. 401(k) Retirement Plan | Uwajimaya, Inc. | WA | 640 | $36.4M | $34K |
| Silver Cloud Inns Retirement Plan | Silver Cloud, Inc. | WA | 626 | $12.9M | $28K |
| Renewal by Andersen of Washington & Boise 401(k) Profit Sharing Plan & Trust | Sound Window & Door, Inc. | WA | 621 | $12.5M | $28K |
| Luminator Technology Group 401(k) Plan | Luminator Technology Group, Inc. | TX | 604 | $30.7M | $6,891 |
| Nintex USA, Inc. | Nintex USA, Inc. | WA | 576 | $46.6M | $59K |
| Unity Care Northwest 401(k) Plan and Trust | Unity Care Northwest | WA | 494 | $27.6M | $38K |
| Evergreen Treatment Services 403(b) Plan | Evergreen Treatment Services | WA | 443 | $13.0M | $24K |
| J. D. Byrider 401(k) Plan | J.D. Byrider Systems, LLC | IN | 414 | $41.6M | $5,745 |
| Absolute Software, Inc. 401(k) Plan | Absolute Software, Inc. | TX | 397 | $53.7M | $24K |
| Kestra Medical Technologies, Inc. 401(k) Profit Sharing Plan | Kestra Medical Technologies, Inc. | WA | 377 | $23.0M | $26K |
| Bluehawk, LLC 401(k) Plan | Bluehawk, LLC | WA | 355 | $14.9M | $28K |
| Bellevue Christian School 403(b) Plan | Bellevue Christian School | WA | 351 | $10.4M | $25K |
| Healthcare Management Administrators, Inc. Retirement Plan | Healthcare Management Administrators, Inc. | WA | 348 | $23.0M | $30K |
| Eagle 2 Enterprises, LLC 401(k) Plan | Hermanson Company, LLP | WA | 333 | $34.4M | $27K |
| First Fed Bank 401(k) Plan | First Fed Bank | WA | 307 | $20.6M | $23K |
| Panorama Retirement Plan and Trust | Panorama | WA | 304 | $10.0M | $14K |
| Anderson Group 401(k) Savings Plan | Anderson Hay & Grain Co., Inc. | WA | 277 | $14.0M | $30K |
| Axis Residential Retirement Plan | Axis Residential, LLC | WA | 235 | $2.1M | $4,246 |
| Kaye-Smith Enterprises 401(k) Retirement Savings Plan & Trust | Kaye-Smith Enterprises, Inc. | WA | 234 | $18.6M | $18K |
| Dorian Studio Inc. 401(k) Plan | Dorian Studio, Inc. | WA | 232 | $21.5M | $24K |
| Monoprice, Inc. 401(k) Retirement Plan | Monoprice, Inc. | CA | 225 | $10.5M | $6,487 |
| Romaine Electric Corporation Retirement Savings Plan and Trus | Romaine Electric Corporation | WA | 220 | $7.3M | $5,757 |
| Good Food Store, Inc. 401(k) Profit Sharing Plan | Good Food Store, Inc. | MT | 200 | $11.6M | $20K |
| Unified Group Services 401(k) Retirement Plan | Unified Group Services Inc. | IN | 195 | $7.7M | $18K |
| Identity Digital 401(k) Plan | Identity Digital | WA | 194 | $24.4M | $49K |
| BBB GW&P 401(k) Plan | Better Business Bureau Great West & Pacific | ID | 181 | $7.5M | $13K |
| Allyis Retirement Plan | Allyis | WA | 177 | $9.4M | $18K |
| Herrera Environmental Consultants 401(k) Plan | Herrera Environmental Consultants Inc. | WA | 175 | $20.3M | $28K |
| Iconix Waterworks (US) Inc. 401(k) Retirement Plan | Iconix Waterworks (US) Inc. | WA | 166 | $7.8M | $13K |
| Amaco 401(k) Plan | American Art Clay Co. Inc. | IN | 154 | $11.3M | $13K |
| The 21st Century 401(k) Plan | 21st Century Software Technologies, Inc. | MA | 133 | $13.7M | $30K |
Questions and answers
How many plans does SCS serve?
43 plans with 100 or more participants named it on Schedule C for plan year 2024. Plans that paid it under $5,000, small plans that file Form 5500-SF, and plans whose filings spell its name without an EIN under a different form are not counted.
What do plans pay SCS?
The median plan reported $76.24 per participant in direct and indirect compensation (43 plans reporting an amount), or 0.14% of plan net assets. Eligible indirect compensation disclosed to the plan by formula is not reported as a dollar amount, so many filings understate what a provider receives.
What services are reported?
The service codes most often attached to it are Investment advisory (plan) (31 plans), Investment advisory (participants) (5 plans), Recordkeeping and information management (4 plans) and Trustee (bank, trust company, or similar financial institution) (4 plans).
Where does this come from?
Schedule C of Form 5500, Part I line 2, from the EBSA research files with filings received through 24 Aug 2026. Individuals named on Schedule C are excluded from this site.
Provenance
Source: U.S. Department of Labor, Employee Benefits Security Administration, Form 5500 research files, Schedule C Part I line 2, public domain, with filings received through 24 Aug 2026. Rows are grouped by the provider's EIN as entered by each plan; rows without an EIN join the EIN most often filed under the same name. Providers named on fewer than 25 plans have no page. See the methodology and corrections.