# S&amp;K Distribution, LLC 401(k) Plan
Source: https://planprovider.pro/companies/s-k-distribution-llc-401k-plan

> S&amp;K Distribution, LLC&#39;s 401(k) plan: 378 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|

| THE VANGUARD GROUP, INC.|NONE|$36,685|—|$36,685|

| TFS ADVISORY SERVICES|NONE|$35,179|—|$35,179|

| WORLD INVESTMENT ADVISORS.|NONE|$11,236|—|$11,236|

| TRAPHAGEN & TRAPHAGEN CPA'S, LLC|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [THE VANGUARD GROUP, INC.](https://planprovider.pro/provider/the-vanguard-group-inc) — NONE

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $83,100

- **Estimated Expense Ratio:** 0.358% 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|$87,337|$50,652|$36,685|—|—|

| 2023|$89,853|$55,782|$34,071|—|—|

| 2022|$74,716|$49,336|$25,380|—|—|

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