# Sbk Capital, LLC 401(k) Plan
Source: https://planprovider.pro/companies/sbk-capital-llc-401k-plan

> Sbk Capital, LLC's 401(k) plan: 1,667 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Sbk Capital, LLC

- **Sponsor EIN:** 582551326

- **Sponsor Address:** 5270 N. US HWY 1, PALM SHORES, FL, 32940

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

- **Total Participants:** 1,667

- **Total Assets:** $11.8M

## 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|1,667|$11.8M|$0|$1.5M|

| 2023|1,546|$10.8M|$2,494|$1.4M|

| 2022|1,416|$9.1M|$0|$1.4M|

## 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|

| ADP, INC.|RECORD KEEPER|$28,324|—|$28,324|

| BERMAN HOPKINS WRIGHT & LAHAM|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

- [BERMAN HOPKINS WRIGHT & LAHAM](https://planprovider.pro/provider/berman-hopkins-cpas-and-associates) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $28,324

- **Estimated Expense Ratio:** 0.241% 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|$28,324|—|—|—|—|

| 2023|$19,924|—|—|—|—|

| 2022|$6,989|—|—|—|—|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/sbk-capital-llc-401k-plan)

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