# Sa Support Services, INC. 401(k) Plan
Source: https://planprovider.pro/companies/sa-support-services-inc-401k-plan

> Sa Support Services, INC.&#39;s 401(k) plan: 525 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Sa Support Services, INC.

- **Sponsor EIN:** 842001593

- **Sponsor Address:** 233 PARK AVENUE SOUTH #201, MINNEAPOLIS, MN, 554151132

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

- **Total Participants:** 525

- **Total Assets:** $12.5M

## 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|525|$12.5M|$611,628|$1.1M|

| 2023|513|$9.4M|$584,592|$1.1M|

| 2022|460|$7.1M|$506,458|$919,449|

## 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|$60,892|—|$60,892|

| S B H U LIFE AGENCY INC|OTHER SERVICES|—|$22,298|$22,298|

| MAHONEY,ULBRICH,CHRISTIANSEN&RUSSPA|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:** $83,190

- **Estimated Expense Ratio:** 0.666% 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|$60,892|—|$60,892|—|—|

| 2023|$46,840|—|$46,840|—|—|

| 2022|$38,135|—|$38,135|—|—|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/sa-support-services-inc-401k-plan)

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