Plan Snapshot
- Plan Sponsor: S&H Express, INC.
- Sponsor EIN: 232473758
- Sponsor Address: 728 NORTH BROAD STREET, YORK, PA, 17403
- Plan Type: 401(k)
- Total Participants: 323
- Total Assets: $8.5M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- 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 | 323 | $8.5M | $345,534 | $572,847 |
| 2023 | 339 | $7.2M | $360,636 | $568,229 |
| 2022 | 367 | $6.1M | $201,216 | $495,694 |
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 |
|---|---|---|---|---|
| EMC CPAS LLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- EMC CPAS LLC — Auditor
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 | $38,932 | $27,493 | — | — | — |
| 2023 | $34,175 | $22,412 | — | — | — |
| 2022 | $29,770 | $21,478 | — | — | $8,292 |