# Sanctus, LLC Dba Shift Digital 401(k) Plan
Source: https://planprovider.pro/companies/sanctus-llc-dba-shift-digital-401k-plan

> Sanctus, LLC Dba Shift Digital's 401(k) plan: 733 participants, plan year 2023 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2023.

## Plan Snapshot

- **Plan Sponsor:** Sanctus, LLC Dba Shift Digital

- **Sponsor EIN:** 364856116

- **Sponsor Address:** 348 E. MAPLE ROAD, BIRMINGHAM, MI, 48009

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

- **Total Participants:** 733

- **Total Assets:** $31.9M

## 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|733|$31.9M|$571,477|$3.7M|

| 2022|679|$24.8M|$624,832|$3.5M|

## 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|$165,278|—|$165,278|

| MORGAN STANLEY GLOBAL|INVESTMENT ADVISORY|$37,260|$240|$37,500|

| GREAT LAKES PENSION ASSOCIATES, INC|OTHER SERVICES|—|$26,184|$26,184|

| PLANTE & MORAN, PLLC|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [MORGAN STANLEY GLOBAL](https://planprovider.pro/provider/morgan-stanley) — INVESTMENT ADVISORY

- [PLANTE & MORAN, PLLC](https://planprovider.pro/provider/plante-and-moran-pllc) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $228,962

- **Estimated Expense Ratio:** 0.717% 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|

| 2023|$101,237|—|—|—|—|

| 2022|$120,930|—|—|—|—|

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