Plan Snapshot
- Plan Sponsor: S-One Holdings Corporation
- Sponsor EIN: 364748517
- Sponsor Address: 4728 S TAMIAMI TRAIL, SARASOTA, FL, 34231
- Plan Type: 401(k)
- Total Participants: 169
- Total Assets: $28.3M
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: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 169 | $28.3M | $670,804 | $1.5M |
| 2023 | 160 | $23.7M | $632,419 | $1.3M |
| 2022 | 156 | $18.6M | $563,457 | $1.2M |
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 |
|---|---|---|---|---|
| MAULDIN & JENKINS | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- MAULDIN & JENKINS — Auditor
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 | $162,908 | — | $162,908 | — | — |
| 2023 | $131,105 | — | $131,105 | — | — |
| 2022 | $117,799 | — | $117,799 | — | — |