Plan Snapshot
- Plan Sponsor: S.L.S. Holding Company INC.
- Sponsor EIN: 631120269
- Sponsor Address: 144 CITATION CT, BIRMINGHAM, AL, 35209
- Plan Type: 401(k)
- Total Participants: 98
- Total Assets: $8.6M
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 | 98 | $8.6M | $265,741 | $465,998 |
| 2023 | 84 | $8.1M | $229,723 | $447,915 |
| 2022 | 85 | $6.7M | $216,721 | $433,113 |
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 |
|---|---|---|---|---|
| TRANSAMERICA RETIREMENT SOLUTIONS | RECORDKEEPER | $63,385 | — | $63,385 |
| AMERIPRISE FINANCIAL SERVICES, LLC | BROKER | — | $31,577 | $31,577 |
| TILL HESTER EYER BROWN | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- TRANSAMERICA RETIREMENT SOLUTIONS — RECORDKEEPER
- AMERIPRISE FINANCIAL SERVICES, LLC — BROKER
- TILL HESTER EYER BROWN — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $94,962
- Estimated Expense Ratio: 1.103% 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 | $66,550 | $3,165 | — | — | — |
| 2023 | $61,727 | $2,759 | — | — | — |
| 2022 | $59,432 | $3,197 | — | — | — |