Plan Snapshot
- Plan Sponsor: Sa Holding Company, INC.
- Sponsor EIN: 810588728
- Sponsor Address: 599C STEED ROAD, RIDGELAND, MS, 39157
- Plan Type: 401(k)
- Total Participants: 741
- Total Assets: $8.3M
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 | 741 | $8.3M | $85,438 | $854,375 |
| 2023 | 519 | $6.7M | $96,974 | $809,662 |
| 2022 | 260 | $5.9M | $230,533 | $688,523 |
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 |
|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | RECORDKEEPER | $55,837 | — | $55,837 |
| REGIONS BANK | ADVISOR | $21,491 | — | $21,491 |
| HARPER RAINS KNIGHT AND COMPANY | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FIDELITY INVESTMENTS INSTITUTIONAL — RECORDKEEPER
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $77,328
- Estimated Expense Ratio: 0.932% 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 | $77,328 | $21,491 | — | — | — |
| 2023 | $57,954 | $17,499 | — | — | — |
| 2022 | $68,006 | — | — | — | — |