Plan Snapshot
- Plan Sponsor: Shl Pharma, LLC
- Sponsor EIN: 273069241
- Sponsor Address: 588 JIM MORAN BLVD, DEERFIELD DEACH, FL, 33442
- Plan Type: 401(k)
- Total Participants: 414
- Total Assets: $15.9M
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 | 414 | $15.9M | $1.1M | $1.5M |
| 2023 | 204 | $11.7M | $689,512 | $1.0M |
| 2022 | 126 | $8.9M | $612,599 | $922,327 |
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 |
|---|---|---|---|---|
| CBIZ INVESTMENT ADVISORY SERVICES, | SERVICE PROVIDER | $1,659 | $34,232 | $35,891 |
| CBIZ BENEFITS AND INSURANCE SERVICE | TPA | — | $13,189 | $13,189 |
| SMITH LEONARD PLLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- SMITH LEONARD PLLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $49,080
- Estimated Expense Ratio: 0.309% 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 | $72,796 | $35,891 | $22,736 | — | — |
| 2023 | $48,272 | $2,553 | $44,419 | — | — |
| 2022 | $49,308 | — | $49,308 | — | — |