# Share Our Strength 401(k) Plan
Source: https://planprovider.pro/companies/share-our-strength-401k-plan

> Share Our Strength's 401(k) plan: 244 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Share Our Strength

- **Sponsor EIN:** 521367538

- **Sponsor Address:** 1030 15TH ST NW STE 1100W, WASHINGTON, DC, 200051531

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

- **Total Participants:** 244

- **Total Assets:** $39.1M

## 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|244|$39.1M|$1.3M|$3.0M|

| 2023|274|$33.6M|$1.3M|$3.2M|

| 2022|293|$27.1M|$1.2M|$2.9M|

## 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|

| PRINCIPAL LIFE INSURANCE COMPANY|CONTRACT ADMINISTRATOR|$114,289|—|$114,289|

| KESTRA ADVISORY SERVICES, LLC|INVESTMENT ADVISORY|—|$61,350|$61,350|

| BDO USA, P.C.|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [KESTRA ADVISORY SERVICES, LLC](https://planprovider.pro/provider/sentinel-group) — INVESTMENT ADVISORY

- [BDO USA, P.C.](https://planprovider.pro/provider/bdo-usa-pc) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $175,639

- **Estimated Expense Ratio:** 0.449% 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|$114,289|—|$114,289|—|—|

| 2023|$107,493|—|—|—|—|

| 2022|$111,636|—|—|—|—|

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