# Sihle Insurance Group, INC. 401(k) Plan
Source: https://planprovider.pro/companies/sihle-insurance-group-inc-401k-plan

> Sihle Insurance Group, INC.'s 401(k) plan: 111 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Sihle Insurance Group, INC.

- **Sponsor EIN:** 591619274

- **Sponsor Address:** 1021 DOUGLAS AVENUE, ALTAMONTE SPRINGS, FL, 32714

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

- **Total Participants:** 111

- **Total Assets:** $5.9M

## 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|111|$5.9M|$138,093|$427,694|

| 2023|110|$5.0M|$110,336|$382,207|

| 2022|100|$4.0M|$114,294|$317,046|

## 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|

| EMPOWER ANNUITY INSURANCE COMPANY|RECORDKEEPER|$10,927|—|$10,927|

| BISON WEALTH LLC|INVESTMENT ADVISOR|$8,689|—|$8,689|

| H&CO,LLP|Auditor|—|—|$0|

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $19,616

- **Estimated Expense Ratio:** 0.335% 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|$21,688|$12,836|—|—|—|

| 2023|$19,251|$12,738|—|—|—|

| 2022|$36,171|$25,673|$10,498|—|—|

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