Plan Snapshot
- Plan Sponsor: Sidecar Hr LLC
- Sponsor EIN: 471501861
- Sponsor Address: 1000 LEGION PLACE, ORLANDO, FL, 32801
- Plan Type: 401(k)
- Total Participants: 1,286
- Total Assets: $35.6M
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 | 1,286 | $35.6M | $1.5M | $3.1M |
| 2023 | 1,676 | $28.0M | $1.2M | $2.5M |
| 2022 | 734 | $24.9M | $1.6M | $3.4M |
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 |
|---|---|---|---|---|
| KESTRA ADVISORY SERVICES LLC | Investment Advisor | $96,247 | — | $96,247 |
| TRANSAMERICA RETIREMENT SOLUTIONS, | Recordkeeper | $82,129 | — | $82,129 |
| SIDECAR HR LLC | Other Service Provider | $46,160 | — | $46,160 |
| ENVESTNET RETIREMENT SOLUTIONS | Investment Advisor | $13,750 | — | $13,750 |
| AMERICAN GENERAL INS AGENCY INC | Investment Advisor | — | $5,653 | $5,653 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- KESTRA ADVISORY SERVICES LLC — Investment Advisor
- TRANSAMERICA RETIREMENT SOLUTIONS, — Recordkeeper
- ENVESTNET RETIREMENT SOLUTIONS — Investment Advisor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $243,939
- Estimated Expense Ratio: 0.686% 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 | $238,846 | $109,996 | $46,160 | — | — |
| 2023 | $71,384 | $1,312 | $39,690 | — | — |
| 2022 | $52,412 | $29,828 | $22,225 | — | — |