Plan Snapshot
- Plan Sponsor: Sherloq Solutions, INC.
- Sponsor EIN: 364738168
- Sponsor Address: 134 S. TAMPA STREET, TAMPA, FL, 33602
- Plan Type: 401(k)
- Total Participants: 114
- Total Assets: $4.0M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: Yes
- 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 | 114 | $4.0M | $85,283 | $262,445 |
| 2023 | 107 | $4.2M | $79,361 | $247,783 |
| 2022 | 101 | $3.7M | $81,403 | $242,734 |
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 |
|---|---|---|---|---|
| WARREN AVERETT | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- WARREN AVERETT — 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 | $18,134 | $11,900 | — | — | — |
| 2023 | $14,625 | $11,858 | — | — | — |
| 2022 | $15,229 | $13,354 | $1,875 | — | — |