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  2. SC&H Group, Inc.
  • Retirement analytics
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Filings through Oct 24, 2026.

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SC&H Group, Inc.

EIN 20-5991824-Professional, Scientific, and Technical Services-Latest filing 2025
Plans
3
Retirement
2
$161.0M assets
Health & Benefits
1
$562K premiums
Participants
1,340
226 SCHILLING CIRCLE, SUITE 300 - HUNT VALLEY, MD 21031410-403-1500
Plans on this EIN
3 filings
#001401(k)-$91.2M - 527 part#002ESOP-$69.8M - 377 part#501Mixed-$562K - 427 lives

Health & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.

Retirement portfolio analytics

2 plans aggregated / $161.0M assets / 904 participants

Assets by plan

Share of aggregate retirement assets

  • PROFIT SHARING PLAN (#001)$91.2M
  • EMPLOYEE STOCK OWNERSHIP (#002)$69.8M
Total $161.0MSelect a row to open it

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
  • FIDELITY INVESTMENTS INSTITUTIONAL$91.2M
  • (Not disclosed)$69.8M
Total $161.0MSelect a row to open it

Participants by plan

Active + retired + deferred vested

  • PROFIT SHARING PLAN (#001)527
  • EMPLOYEE STOCK OWNERSHIP (#002)377
Total 904Select a row to open it

Benefits portfolio analytics

1 plan / $562K premiums / 427 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Dental$281K
  • Vision$281K
  • Short-term disability$116K
  • Other$88K
  • Long-term disability$77K
  • Life$47K
Total $562K6 rows
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Plan summaries

Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.

Retirement#001

SC&H GROUP, INC. 401(K) PROFIT SHARING PLAN

401(k)

Assets$91.2M
Participants527
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#002

SC&H GROUP, INC. EMPLOYEE STOCK OWNERSHIP PLAN

ESOP

Assets$69.8M
Participants377
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#501

SC&H GROUP, INC. HEALTH AND WELFARE BENEFIT PLAN

Mixed - GROUP HOSPITALIZATION MEDICAL SERVICES, INC.

Premiums$562K
Covered lives427
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan

Retirement plans

2 plans on this EIN

PlanNameTypeAssetsParticipantsLatest year
#001SC&H GROUP, INC. 401(K) PROFIT SHARING PLAN401(k)$91.2M5272025
#002SC&H GROUP, INC. EMPLOYEE STOCK OWNERSHIP PLANESOP$69.8M3772025
  • SC&H GROUP, INC. 401(K) PROFIT SHARING PLAN$91.2M
    #001 · 401(k) · 2025527
  • SC&H GROUP, INC. EMPLOYEE STOCK OWNERSHIP PLAN$69.8M
    #002 · ESOP · 2025377

Health & Benefits plans

1 plan on this EIN

PlanNameFundingCarrierPremiumsCoveredLatest year
#501SC&H GROUP, INC. HEALTH AND WELFARE BENEFIT PLANMixedGROUP HOSPITALIZATION MEDICAL SERVICES, INC.$562K4272025
  • SC&H GROUP, INC. HEALTH AND WELFARE BENEFIT PLAN$562K
    #501 · Mixed · GROUP HOSPITALIZATION MEDICAL SERVICES, INC. · 2025427
Retirement plans
Health & Benefits plans

On this page

  1. Retirement analytics
  2. Benefits analytics
  3. Plan summaries
  4. Retirement plans
  5. Health & Benefits plans
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