# S.B.J.S., P.C. 401(k) Plan
Source: https://planprovider.pro/companies/s-b-j-s-p-c-401k-plan

> S.B.J.S., P.C.'s 401(k) plan: 119 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** S.B.J.S., P.C.

- **Sponsor EIN:** 200870135

- **Sponsor Address:** 1500 ROSS CLARK CIRCLE SE, DOTHAN, AL, 36301

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

- **Total Participants:** 119

- **Total Assets:** $42.0M

## 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|119|$42.0M|$1.1M|$685,190|

| 2023|113|$36.8M|$1.1M|$691,767|

| 2022|115|$35.1M|$971,295|$634,708|

## 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|

| CAPSOUTH PARTNERS|INVESTMENT ADVISOR|$39,171|—|$39,171|

| EMPOWER ANNUITY INS COMPANY|RECODKEEPER|$18,744|—|$18,744|

| EGPS, LLC|TPA|$10,763|—|$10,763|

| MCDANIEL AND ASSOCIATES PC|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [MCDANIEL AND ASSOCIATES PC](https://planprovider.pro/provider/mcdaniel-and-associates-pc) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $68,678

- **Estimated Expense Ratio:** 0.163% 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|$59,238|—|$47,511|—|—|

| 2023|$50,875|$2,972|—|—|—|

| 2022|$62,563|—|$59,397|—|$3,166|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/s-b-j-s-p-c-401k-plan)

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