# Shepard Exposition Services, INC. 401(k) Plan
Source: https://planprovider.pro/companies/shepard-exposition-services-inc-401k-plan

> Shepard Exposition Services, INC.'s 401(k) plan: 876 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Shepard Exposition Services, INC.

- **Sponsor EIN:** 581463468

- **Sponsor Address:** 1778 MARIETTA BLVD NW, ATLANTA, GA, 30318

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

- **Total Participants:** 876

- **Total Assets:** $39.0M

## 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|876|$39.0M|$1.2M|$2.8M|

| 2023|681|$32.1M|$1.1M|$2.4M|

| 2022|597|$26.5M|$738,977|$1.6M|

## 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|

| FIDELITY INVESTMENTS INSTITUTIONAL|RECORDKEEPER|$69,612|—|$69,612|

| WORLD INVESTMENT ADVISORS LLC|ADVISOR|$59,055|—|$59,055|

| WINDHAM BRANNON, LLC|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [FIDELITY INVESTMENTS INSTITUTIONAL](https://planprovider.pro/provider/fidelity-investments) — RECORDKEEPER

- [WINDHAM BRANNON, LLC](https://planprovider.pro/provider/windham-brannon-llc) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $128,667

- **Estimated Expense Ratio:** 0.330% 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|$128,667|$59,055|—|—|—|

| 2023|$122,947|$54,337|—|—|—|

| 2022|$119,273|—|—|—|—|

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