# Samuel Hale, LLC 401(k) Plan
Source: https://planprovider.pro/companies/samuel-hale-llc-401k-plan

> Samuel Hale, LLC's 401(k) plan: 149 participants, plan year 2023 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2023.

## Plan Snapshot

- **Plan Sponsor:** Samuel Hale, LLC

- **Sponsor EIN:** 320491109

- **Sponsor Address:** 2365 IRON POINT RD STE 190, FOLSOM, CA, 956308713

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

- **Total Participants:** 149

- **Total Assets:** $969,002

## 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.|

| 2023|149|$969,002|$197,236|$330,443|

| 2022|258|$471,934|$31,404|$273,118|

## 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|

| MICHAEL J. CONKEY AND ASSOCIATES|Auditor|—|—|$0|

## 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|

| 2023|$16,920|—|$16,920|—|—|

| 2022|$12,884|—|$12,884|—|—|

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