Plan Snapshot
- Plan Sponsor: Shift4 Payments, LLC
- Sponsor EIN: 465216257
- Sponsor Address: 3501 CORPORATE PARKWAY, CENTER VALLEY, PA, 18034
- Plan Type: 401(k)
- Total Participants: 3,325
- Total Assets: $94.9M
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 | 3,325 | $94.9M | $4.5M | $9.5M |
| 2023 | 1,925 | $78.2M | $2.9M | $7.7M |
| 2022 | 1,726 | $57.2M | $2.1M | $5.6M |
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 |
|---|---|---|---|---|
| SC&H ATTEST SERVICES, PC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- SC&H ATTEST SERVICES, PC — 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 | $24,348 | — | — | — | — |
| 2023 | $208,864 | $96,962 | — | $5,000 | — |
| 2022 | $157,108 | — | $157,108 | — | — |