Plan Snapshot
- Plan Sponsor: Sli Enterprises, INC.
- Sponsor EIN: 751891968
- Sponsor Address: 4180 INTERSTATE 30 - SUITE C, MESQUITE, TX, 75149
- Plan Type: 401(k)
- Total Participants: 396
- Total Assets: $4.1M
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 | 396 | $4.1M | $175,000 | $166,959 |
| 2023 | 536 | $5.0M | $250,000 | $196,492 |
| 2022 | 503 | $4.1M | $225,000 | $184,699 |
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 |
|---|---|---|---|---|
| PROACCOUNT | INVESTMENT ADVISORY | $23,295 | — | $23,295 |
| NATIONWIDE | RECORDKEEPER | $13,468 | $948 | $14,416 |
| CECILCO | ADMINISTRATOR | $5,755 | $6,471 | $12,226 |
| GARRETY & ASSOCIATES, LLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- PROACCOUNT — INVESTMENT ADVISORY
- NATIONWIDE — RECORDKEEPER
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $49,937
- Estimated Expense Ratio: 1.215% 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 | $31,973 | $23,295 | $5,918 | — | — |
| 2023 | $32,896 | $23,076 | $9,542 | — | — |
| 2022 | $29,754 | $23,470 | $6,284 | — | — |