# S & A Homes, INC. 401(k) Plan
Source: https://planprovider.pro/companies/s-a-homes-inc-401k-plan

> S & A Homes, INC.'s 401(k) plan: 183 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** S & A Homes, INC.

- **Sponsor EIN:** 251375017

- **Sponsor Address:** 2121 OLD GATESBURG ROAD, STATE COLLEGE, PA, 16803

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

- **Total Participants:** 183

- **Total Assets:** $25.0M

## 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|183|$25.0M|$296,923|$898,063|

| 2023|206|$22.5M|$313,997|$903,678|

| 2022|213|$24.2M|$278,950|$875,152|

## 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|

| MERRILL LYNCH, PIERCE, FENNER AND S|RECORDKEEPER|$74,044|—|$74,044|

| BROWN PLUS|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [BROWN PLUS](https://planprovider.pro/provider/brown-plus) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $74,044

- **Estimated Expense Ratio:** 0.296% 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|$74,044|—|—|—|—|

| 2023|$77,237|—|—|—|—|

| 2022|$85,522|—|—|—|—|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/s-a-homes-inc-401k-plan)

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