Plan Snapshot
- Plan Sponsor: Shades Of Light, LLC
- Sponsor EIN: 452474128
- Sponsor Address: 14001 JUSTICE ROAD, MIDLOTHIAN, VA, 23113
- Plan Type: 401(k)
- Total Participants: 149
- Total Assets: $4.3M
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 | 149 | $4.3M | $229,909 | $357,300 |
| 2023 | 127 | $3.9M | $215,714 | $353,826 |
| 2022 | 177 | $2.9M | $173,854 | $313,923 |
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 |
|---|---|---|---|---|
| BETHKE CPA, LLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BETHKE CPA, LLC — Auditor
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 | $21,118 | $11,535 | $9,583 | — | — |
| 2023 | — | — | — | — | — |
| 2022 | $10,055 | $8,299 | $1,756 | — | — |