# Butler, Shine, Stern & Partners, LLC 401(k) Plan
Source: https://planprovider.pro/companies/butler-shine-stern-partners-llc-401k-plan

> Butler, Shine, Stern & Partners, LLC's 401(k) plan: 33 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Butler, Shine, Stern & Partners, LLC

- **Sponsor EIN:** 352194998

- **Sponsor Address:** 20 LIBERTY SHIP WAY, SAUSALITO, CA, 949653312

- **Plan Type:** 401(k)

- **Total Participants:** 33

- **Total Assets:** $16.6M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **Participant-Directed Investments:** No

- **ERISA Section 404(c) Fiduciary Safe Harbor:** Yes

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|33|$16.6M|$0|$344,850|

| 2023|52|$16.1M|$97,555|$471,762|

| 2022|62|$14.4M|$83,856|$470,785|

## Service Providers (Schedule C)

Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).

| Provider Name|
Role|
Direct Compensation|
Indirect Compensation|
Total Fees|

| AAAA BENEFITS INC.|N/A|$15,712|—|$15,712|

| HOLTHOUSE, CARLIN & VAN TRIGHT, LLC|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [HOLTHOUSE, CARLIN & VAN TRIGHT, LLC](https://planprovider.pro/provider/holthouse-carlin-and-van-trigt-llp) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $15,712

- **Estimated Expense Ratio:** 0.095% of plan assets

### Historical Administrative Expenses

Breakdown of administrative expense categories reported on Form 5500 filings.

| Year|
Total Admin Expenses|
Investment Mgmt Fees|
Contract Admin Fees|
IQPA Audit Fees|
Professional Fees|

| 2024|$15,712|—|$15,712|—|—|

| 2023|$11,771|—|$11,771|—|—|

| 2022|$13,388|—|$13,388|—|—|

## Similar Plans

- [Paolucci Salling & Martin](https://planprovider.pro/companies/paolucci-salling-martin-401k-plan) — 26 participants

- [The Callan Company INC](https://planprovider.pro/companies/the-callan-company-inc-plan) — 26 participants

- [Faze Media, INC.](https://planprovider.pro/companies/faze-media-inc-401k-plan) — 40 participants

- [Carol H. Williams Advertising, INC](https://planprovider.pro/companies/carol-h-williams-advertising-inc-401k-plan) — 26 participants

- [Socialcom, INC. D/B/A Audiencex](https://planprovider.pro/companies/socialcom-inc-d-b-a-audiencex-plan) — 42 participants

- [Creativemc INC](https://planprovider.pro/companies/creativemc-inc-plan) — 23 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/butler-shine-stern-partners-llc-401k-plan)

© 2026 PlanProvider.Pro