Plan Snapshot
- Plan Sponsor: Sh Franchising, LLC
- Sponsor EIN: 272084111
- Sponsor Address: 901 DULVANEY VALLEY ROAD, TOWSON, MD, 21204
- Plan Type: 401(k)
- Total Participants: 648
- Total Assets: $6.9M
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 | 648 | $6.9M | $333,297 | $654,221 |
| 2023 | 595 | $5.1M | $232,025 | $554,960 |
| 2022 | 531 | $4.5M | $205,248 | $562,818 |
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 |
|---|---|---|---|---|
| COULTER & JUSTUS | Auditor | — | — | $0 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $49,155 | — | $18,945 | — | — |
| 2023 | $49,667 | — | — | — | — |
| 2022 | $41,287 | — | $41,287 | — | — |