# Sb Investment Advisers (Us) INC. 401(k) Plan
Source: https://planprovider.pro/companies/sb-investment-advisers-us-inc-401k-plan

> Sb Investment Advisers (Us) INC.'s 401(k) plan: 746 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Sb Investment Advisers (Us) INC.

- **Sponsor EIN:** 814760418

- **Sponsor Address:** 300 EL CAMINO REAL, BUILDING 2, MENLO PARK, CA, 94025

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

- **Total Participants:** 746

- **Total Assets:** $132.9M

## 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:** No

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|746|$132.9M|$11.9M|$14.1M|

| 2023|627|$94.3M|$8.2M|$7.8M|

## 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|

| EMPOWER ADVISORS INSURANCE COMPANY|RECORDKEEPER|$104,345|—|$104,345|

| EMPOWER ADVISORY GROUP, LLC|INVESTMENT MGMT|$102,947|—|$102,947|

| CBIZ BENEFITS & INS. SERVICES|CONTRACT ADMIN|$62,305|—|$62,305|

| WORLD INVESTMENT ADVISORS, LLC|INVESTMENT ADVISOR|$40,000|—|$40,000|

| HOLTHOUSE CARLIN & VAN TRIGT LLP|AUDITOR|$19,125|—|$19,125|

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $328,722

- **Estimated Expense Ratio:** 0.247% 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|$324,876|$40,000|$50,208|$19,125|—|

| 2023|$262,422|$50,000|$50,977|$16,500|—|

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