# Savannah Distributing Co., INC. 401(k) Plan
Source: https://planprovider.pro/companies/savannah-distributing-co-inc-401k-plan

> Savannah Distributing Co., INC.&#39;s 401(k) plan: 533 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Savannah Distributing Co., INC.

- **Sponsor EIN:** 581099631

- **Sponsor Address:** 11 INTERCHANGE DRIVE, SAVANNAH, GA, 31415

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

- **Total Participants:** 533

- **Total Assets:** $18.1M

## 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|533|$18.1M|$519,577|$1.3M|

| 2023|527|$15.1M|$395,071|$1.2M|

| 2022|505|$11.8M|$403,992|$1.2M|

## 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|

| FINTRUST CAPITAL ADVISORS, LLC|INVESTMENT ADVISORY|$43,612|—|$43,612|

| STANCORP FINANCIAL GROUP|RECORDKEEPER AND SERVICES|$28,218|—|$28,218|

| SYMPHONA, LLP|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [STANCORP FINANCIAL GROUP](https://planprovider.pro/provider/charles-schwab-and-co-inc) — RECORDKEEPER AND SERVICES

- [SYMPHONA, LLP](https://planprovider.pro/provider/symphona-llp) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $71,830

- **Estimated Expense Ratio:** 0.396% 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|$71,830|$43,612|$28,218|—|—|

| 2023|$60,190|$34,689|$25,501|—|—|

| 2022|$58,513|—|$58,513|—|—|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/savannah-distributing-co-inc-401k-plan)

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