# Shl Pharma, LLC 401(k) Plan
Source: https://planprovider.pro/companies/shl-pharma-llc-401k-plan

> Shl Pharma, LLC's 401(k) plan: 414 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/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|—|—|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/shl-pharma-llc-401k-plan)

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