# Saalex Corporation Dba Saalex So 401(k) Plan
Source: https://planprovider.pro/companies/saalex-corporation-dba-saalex-so-401k-plan

> Saalex Corporation Dba Saalex So's 401(k) plan: 0 participants, plan year 2023 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2023.

## Plan Snapshot

- **Plan Sponsor:** Saalex Corporation Dba Saalex So

- **Sponsor EIN:** 880438999

- **Sponsor Address:** 811A CAMARILLO SPRINGS RD, CAMARILLO, CA, 93012

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

- **Total Participants:** 0

- **Total Assets:** $0

## 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|0|$0|$739,419|$2.7M|

| 2023|604|$32.2M|$939,354|$3.5M|

| 2022|602|$25.6M|$810,771|$2.7M|

## 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|

| EDWARD JONES|INVESTMENT/FINANCIAL ADVI|$107,438|—|$107,438|

| ADP, INC.|RECORD KEEPER|$32,760|—|$32,760|

| MITCHELL & ASSOCIATES APC|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [ADP, INC.](https://planprovider.pro/provider/adp-retirement-services) — RECORD KEEPER

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $140,198

### 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|$14,608|—|—|—|—|

| 2023|$70,099|$53,719|—|—|—|

| 2022|$58,008|—|—|—|—|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/saalex-corporation-dba-saalex-so-401k-plan)

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