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Original filing (PDF)20230802090147NAL0025031792001

SCARBROUGH PROFESSIONAL SERVICES INC

Form 5500-SF
FILING_RECEIVED
SCARBROUGH PROFESSIONAL SERVICES INC 401(K) SAVINGS PLAN
401(k) retirement plan
Signals · 1
No auditor on file
Active participants
150
Accounts w/ balance
187
Plan assets (EOY)
$5.1M
Net assets (EOY)
$5.1M
Plan health score (directional)
77
/ 100
Grade B
Above-average plan
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
60
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
100
Knocking points off
  • No independent qualified public accountant (IQPA) named.
Helping the score
  • Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
  • No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SCARBROUGH PROFESSIONAL SERVICES INC.
Plan sponsor
Name
SCARBROUGH PROFESSIONAL SERVICES INC
EIN
83-2085911
Address
7280 NW 87TH TERR, SUITE 300 · KANSAS CITY, MO · 64153
Phone
(816) 652-0553
Industry
Transportation & Warehousingsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2022
Plan year begin
2022-01-01
Tax period
2022-12-31
Filed
2023-08-02
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
Trustee / custodian
Trustee phone
Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

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