Assets by plan
Share of aggregate retirement assets
Sponsor portfolioTH
SC&H GROUP, INC.
EIN 20-5991824Professional, Scientific, and Technical ServicesLatest filing 2025
Plans
3
Retirement
2
$146.1M assets
Welfare
1
$562K premiums
Participants
1,650
226 SCHILLING CIRCLE, SUITE 300 - HUNT VALLEY, MD 21031410-403-1500
Plans on this EIN
3 filingsRetirement portfolio analytics
2 plans aggregated / $146.1M assets / 1,214 participantsRecordkeeper share
DC plan assets by Schedule C recordkeeper
62%top
- FIDELITY INVESTMENTS INSTITUTIONAL62%
- (Not disclosed)38%
Participants by plan
Active + retired + deferred vested
Benefits portfolio analytics
1 plan / $562K premiums / 427 covered livesCoverage 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
Carrier market share
Premium dollars by Schedule A carrier
50%top
- GROUP HOSPITALIZATION MEDICAL SERVICES, INC.50%
- THE LINCOLN NATIONAL LIFE INSURANCE COMPANY50%
Broker market share
Schedule A broker compensation
100%top
- AP BENEFIT ADVISORS, LLC100%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
SC&H GROUP, INC. 401(K) PROFIT SHARING PLAN
401k
Assets$91.2M
Participants527
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
SC&H GROUP, INC. EMPLOYEE STOCK OWNERSHIP PLAN
ESOP
Assets$54.8M
Participants687
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
SC&H GROUP, INC. HEALTH AND WELFARE BENEFIT PLAN
Mixed - GROUP HOSPITALIZATION MEDICAL SERVICES, INC.
Premiums$562K
Covered lives427
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | SC&H GROUP, INC. 401(K) PROFIT SHARING PLAN | 401k | $91.2M | 527 | 2025 | |
| 002 | SC&H GROUP, INC. EMPLOYEE STOCK OWNERSHIP PLAN | ESOP | $54.8M | 687 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | SC&H GROUP, INC. HEALTH AND WELFARE BENEFIT PLAN | Mixed | GROUP HOSPITALIZATION MEDICAL SERVICES, INC. | $562K | 427 | 2025 |
Retirement plans
Welfare plans