# Shf Holdings, INC. 401(k) Plan
Source: https://planprovider.pro/companies/g-l-holdings-inc-401k-plan

> Shf Holdings, INC.&#39;s 401(k) plan: 248 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|—|—|

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