Plan Snapshot
- Plan Sponsor: S&K Distribution, LLC
- Sponsor EIN: 043658520
- Sponsor Address: 535 OLD TARRYTOWN ROAD, WHITE PLAINS, NY, 10603
- Plan Type: 401(k)
- Total Participants: 378
- Total Assets: $23.2M
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 | 378 | $23.2M | $833,613 | $1.5M |
| 2023 | 330 | $19.8M | $764,312 | $1.4M |
| 2022 | 336 | $16.0M | $671,338 | $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 |
|---|---|---|---|---|
| TRAPHAGEN & TRAPHAGEN CPA'S, LLC | Auditor | — | — | $0 |
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 | $87,337 | $50,652 | $36,685 | — | — |
| 2023 | $89,853 | $55,782 | $34,071 | — | — |
| 2022 | $74,716 | $49,336 | $25,380 | — | — |