# S &amp; S Tool And Supply Company 401(k) Plan
Source: https://planprovider.pro/companies/s-s-tool-and-supply-company-401k-plan

> S &amp; S Tool And Supply Company&#39;s 401(k) plan: 355 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** S & S Tool And Supply Company

- **Sponsor EIN:** 942889955

- **Sponsor Address:** 2700 MAXWELL WAY, FAIRFIELD, CA, 945349708

- **Plan Type:** 401(k)

- **Total Participants:** 355

- **Total Assets:** $19.8M

## 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|355|$19.8M|$203,851|$1.3M|

| 2023|284|$17.1M|$226,877|$1.3M|

| 2022|345|$13.8M|$146,831|$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|

| PRINCIPAL LIFE INSURANCE COMPANY|CONTRACT ADMINISTRATOR|$102,375|—|$102,375|

| S B H U LIFE AGENCY INC|OTHER SERVICES|—|$30,291|$30,291|

| CBIZ CPAS P.C.|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [S B H U LIFE AGENCY INC](https://planprovider.pro/provider/morgan-stanley) — OTHER SERVICES

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $132,666

- **Estimated Expense Ratio:** 0.671% 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|$105,600|$3,225|$102,375|—|—|

| 2023|$111,341|—|$111,341|—|—|

| 2022|$95,902|—|$95,902|—|—|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/s-s-tool-and-supply-company-401k-plan)

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