# S&Me, INC. 401(k) Plan
Source: https://planprovider.pro/companies/s-me-inc-401k-plan

> S&Me, INC.'s 401(k) plan: 1,041 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|—|—|

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