# Sfe Intermediate Holdco, LLC. 401(k) Plan
Source: https://planprovider.pro/companies/sfe-intermediate-holdco-llc-401k-plan

> Sfe Intermediate Holdco, LLC.'s 401(k) plan: 8,163 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Sfe Intermediate Holdco, LLC.

- **Sponsor EIN:** 822192226

- **Sponsor Address:** 9366 E RAINTREE DR, SCOTTSDALE, AZ, 85260

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

- **Total Participants:** 8,163

- **Total Assets:** $12.5M

## 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|8,163|$12.5M|$35,511|$2.6M|

| 2023|7,316|$10.5M|$82,756|$2.9M|

| 2022|5,199|$7.5M|$52,757|$3.0M|

## 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|

| SHAREBUILDER ADVISOR LLC|NONE|$294,181|—|$294,181|

| ASCENSUS LLC|NONE|$48,255|$213,406|$261,661|

| EIDE BAILLY, LLP|Auditor|—|—|$0|

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $555,842

- **Estimated Expense Ratio:** 4.442% 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|$342,436|$294,181|$48,255|—|—|

| 2023|$345,565|$327,564|—|$18,001|—|

| 2022|$341,149|$306,181|$34,968|—|—|

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