# Sherman & Reilly, INC. 401(k) Plan
Source: https://planprovider.pro/companies/sherman-reilly-inc-401k-plan

> Sherman & Reilly, INC.'s 401(k) plan: 123 participants, plan year 2023 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2023.

## Plan Snapshot

- **Plan Sponsor:** Sherman & Reilly, INC.

- **Sponsor EIN:** 620355760

- **Sponsor Address:** 400 WEST 33RD ST., CHATTANOOGA, TN, 37410

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

- **Total Participants:** 123

- **Total Assets:** $2.4M

## 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.|

| 2023|123|$2.4M|$272,021|$425,084|

| 2022|122|$1.4M|$211,210|$389,863|

## 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|$8,230|—|$8,230|

| HENDERSON HUTCHERSON MCCULLOUGH|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

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $8,230

- **Estimated Expense Ratio:** 0.344% 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|

| 2023|$4,257|$142|—|—|—|

| 2022|$6,581|—|—|—|—|

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