Plan Snapshot
- Plan Sponsor: S&Me, INC.
- Sponsor EIN: 560791580
- Sponsor Address: 3201 SPRING FOREST ROAD, RALEIGH, NC, 27616
- Plan Type: 401(k)
- Total Participants: 1,041
- Total Assets: $117.9M
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 | 1,041 | $117.9M | $1.6M | $6.8M |
| 2023 | 1,089 | $107.4M | $1.5M | $6.5M |
| 2022 | 1,109 | $95.5M | $1.5M | $6.5M |
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 |
|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | CONTRACT ADMINISTRATOR | $160,039 | — | $160,039 |
| RPA FINANCIAL, LLC | INVESTMENT ADVISORY | — | $53,604 | $53,604 |
| BATCHELOR, TILLERY & ROBERTS LLP | Auditor | — | — | $0 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $213,643
- Estimated Expense Ratio: 0.181% 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 | $160,039 | — | $160,039 | — | — |
| 2023 | $143,300 | — | $143,300 | — | — |
| 2022 | $135,404 | — | $135,404 | — | — |