# High Road Peo, LLC 401(k) Plan
Source: https://planprovider.pro/companies/high-road-peo-llc-863802120-002

> High Road Peo, LLC's 401(k) plan: 133 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** High Road Peo, LLC

- **Sponsor EIN:** 863802120

- **Sponsor Address:** 1123 12TH AVE RD #467, NAMPA, ID, 83686

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

- **Plan Number:** 002

- **Total Participants:** 133

- **Total Assets:** $3.3M

## 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.|

| 2025|133|$3.3M|$122,900|$323,312|

| 2024|110|$2.4M|$148,039|$337,290|

| 2022|0|$0|$0|$823|

## 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|

| SLAVIC INTEGRATED ADMINISTRATION|Recordkeeper|$24,032|—|$24,032|

| SLAVIC MUTUAL FUND MANAGEMENT CORP|Investment Advisor|$23,793|—|$23,793|

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $47,825

- **Estimated Expense Ratio:** 1.447% 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|

| 2025|$325,664|—|—|—|—|

| 2024|$50,142|$886|—|—|—|

| 2022|$3,195|—|—|—|—|

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