Plan Snapshot
- Plan Sponsor: Shf Holdings, INC.
- Sponsor EIN: 320438196
- Sponsor Address: 333 OLD LINDALE RD SE, ROME, GA, 301616769
- Plan Type: 401(k)
- Total Participants: 248
- Total Assets: $35.1M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: No
- 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 | 248 | $35.1M | $1.3M | $1.8M |
| 2023 | 283 | $37.0M | $1.8M | $2.2M |
| 2022 | 398 | $33.3M | $3.2M | $4.5M |
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 |
|---|---|---|---|---|
| ALLEN, GIBBS, AND HOULIK, L.C. | Auditor | — | — | $0 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $89,212 | $30,540 | $58,672 | — | — |
| 2023 | $80,177 | $23,737 | $56,440 | — | — |
| 2022 | $141,794 | $56,343 | $85,451 | — | — |