# Flaherty, Sensabaugh & Bonasso, P.L.L.C 401(k) Plan
Source: https://planprovider.pro/companies/flaherty-sensabaugh-bonasso-p-l-l-c-401k-plan

> Flaherty, Sensabaugh & Bonasso, P.L.L.C's 401(k) plan: 75 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Flaherty, Sensabaugh & Bonasso, P.L.L.C

- **Sponsor EIN:** 550710558

- **Sponsor Address:** 200 CAPITOL STREET, CHARLESTON, WV, 253383843

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

- **Total Participants:** 75

- **Total Assets:** $49.5M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** Yes

- **Participant-Directed Investments:** Yes

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

## Plan Financials by Year

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

| 2024|75|$49.5M|$767,668|$491,493|

| 2023|93|$49.6M|$901,645|$602,977|

| 2022|87|$42.2M|$935,441|$637,841|

## 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|

| MCKINLEY CARTER TRUST COMPANY|INVESTMENT MA NAGER|$71,383|—|$71,383|

| LPL FINANCIAL, LLC|INVESTMENT ADVISOR|$62,505|—|$62,505|

| ARGENT TRUST COMPANY, N.A|INVESTMENT MA NAGER|$35,543|—|$35,543|

| CERITY PARTNERS|INVESTMENT MANAGER|$33,407|—|$33,407|

| JANNEY MONTGOMERY SCOTT|INVESTMENT MA NAGER|$10,513|—|$10,513|

| BROWN, EDWARDS & COMPANY, LLP|Auditor|—|—|$0|

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $213,351

- **Estimated Expense Ratio:** 0.431% 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|$182,704|$26,672|—|—|—|

| 2023|$212,902|$29,114|—|—|—|

| 2022|$204,396|—|—|—|—|

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