Plan Snapshot
- Plan Sponsor: S & H Motors, INC.
- Sponsor EIN: 581811326
- Sponsor Address: 5425 JEFFERSON DAVIS HIGHWAY, BEECH ISLAND, SC, 29842
- Plan Type: 401(k)
- Total Participants: 172
- Total Assets: $4.8M
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 | 172 | $4.8M | $190,031 | $650,043 |
| 2023 | 165 | $4.0M | $101,194 | $669,128 |
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 |
|---|---|---|---|---|
| STANCORP FINANCIAL GROUP | NONE | $20,300 | — | $20,300 |
| GALLAGHER FIDUCIARY ADVISORS, LLC | NONE | $10,165 | — | $10,165 |
| MCGREGOR & COMPANY, LLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- STANCORP FINANCIAL GROUP — NONE
- GALLAGHER FIDUCIARY ADVISORS, LLC — NONE
- MCGREGOR & COMPANY, LLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $30,465
- Estimated Expense Ratio: 0.637% 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 | $30,465 | $10,165 | $20,300 | — | — |
| 2023 | $26,761 | — | $26,761 | — | — |