# Service Holdings, LLC 401(k) Plan
Source: https://planprovider.pro/companies/service-holdings-llc-401k-plan-001-2962

> Service Holdings, LLC's 401(k) plan: 159 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Service Holdings, LLC

- **Sponsor EIN:** 364252962

- **Sponsor Address:** 2211 BUTTERFIELD ROAD SUITE 100, DOWNERS GROVE, IL, 60515

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

- **Total Participants:** 159

- **Total Assets:** $16.6M

## 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:** Yes

## Plan Financials by Year

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

| 2024|159|$16.6M|$80,378|$949,141|

| 2023|160|$14.7M|$65,779|$906,839|

| 2022|119|$12.9M|$53,094|$733,848|

## 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 ANNUITY INSURANCE COMPANY O|RECORDKEEPER|$35,238|—|$35,238|

| RMB WEST LLC|INVESTMENT ADVISOR|$27,045|—|$27,045|

| EMPOWER ADVISORY GROUP, LLC|INVESTMENT MGMT|$9,096|—|$9,096|

| CLIFTONLARSONALLEN, LLP|Auditor|—|—|$0|

### Verified Provider Profiles

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

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

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $71,379

- **Estimated Expense Ratio:** 0.430% 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|$71,379|$36,141|—|—|—|

| 2023|$107,834|$39,414|—|—|—|

| 2022|$135,454|$49,268|$86,186|—|—|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/service-holdings-llc-401k-plan-001-2962)

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