# Shalom House, INC. 401(k) Plan
Source: https://planprovider.pro/companies/shalom-house-inc-237119236-002

> Shalom House, INC.'s 401(k) plan: 209 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Shalom House, INC.

- **Sponsor EIN:** 237119236

- **Sponsor Address:** 106 GILMAN STREET, PORTLAND, ME, 041120560

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

- **Plan Number:** 002

- **Total Participants:** 209

- **Total Assets:** $4.9M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **Participant-Directed Investments:** No

- **ERISA Section 404(c) Fiduciary Safe Harbor:** Yes

## Plan Financials by Year

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

| 2024|209|$4.9M|$142,937|$442,507|

| 2023|212|$4.1M|$119,837|$371,210|

| 2022|173|$3.3M|$113,272|$284,743|

## 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|

| RAYMOND JAMES AND ASSOCIATES INC.|Recordkeeper|$23,289|—|$23,289|

### Verified Provider Profiles

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

- [RAYMOND JAMES AND ASSOCIATES INC.](https://planprovider.pro/provider/john-hancock) — Recordkeeper

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $23,289

- **Estimated Expense Ratio:** 0.475% 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|$39,592|$23,289|$4,125|—|—|

| 2023|$27,874|$19,259|$2,100|—|—|

| 2022|$18,919|—|—|—|—|

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