Plan Snapshot
- Plan Sponsor: S & H Systems, INC.
- Sponsor EIN: 810547246
- Sponsor Address: 2908 S CARAWAY RD - SUITE 100, JONESBORO, AR, 72401
- Plan Type: 401(k)
- Total Participants: 142
- Total Assets: $9.9M
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 | 142 | $9.9M | $521,522 | $970,766 |
| 2023 | 173 | $8.0M | $585,574 | $1.1M |
| 2022 | 186 | $5.4M | $715,621 | $1.3M |
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 |
|---|---|---|---|---|
| FORVIS MAZARS, LLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FORVIS MAZARS, 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 | $67,580 | $43,302 | — | — | — |
| 2023 | $45,928 | $30,597 | — | — | — |
| 2022 | $29,286 | $18,341 | — | — | — |