Plan Snapshot
- Plan Sponsor: Slide Insurance Holdings, INC.
- Sponsor EIN: 871554861
- Sponsor Address: 4221 WEST BOY SCOUT BLVD, TAMPA, FL, 33607
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 452
- Total Assets: $12.2M
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. |
|---|---|---|---|---|
| 2025 | 452 | $12.2M | $0 | $0 |
| 2024 | 265 | $7.3M | $635,311 | $1.4M |
| 2023 | 171 | $4.9M | $436,183 | $909,361 |
| 2022 | 80 | $2.3M | $43,852 | $93,991 |
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 |
|---|---|---|---|---|
| UBS FINANCIAL SERVICES INC | Investment Advisor | — | $46,091 | $46,091 |
| VOYA RETIREMENT ADVISORS, LLC | Other Service Provider | $5,644 | — | $5,644 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $51,735
- Estimated Expense Ratio: 0.423% 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 |
|---|---|---|---|---|---|
| 2025 | $1,175,402 | $6,135 | $72,771 | — | — |
| 2024 | $567,033 | — | — | — | — |
| 2023 | $189,331 | — | — | — | — |
| 2022 | — | — | — | — | — |