# Slocum & Sons, INC. 401(k) Plan
Source: https://planprovider.pro/companies/slocum-sons-inc-401k-plan

> Slocum & Sons, INC.'s 401(k) plan: 82 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Slocum & Sons, INC.

- **Sponsor EIN:** 161506643

- **Sponsor Address:** 30 CORPORATE DRIVE, NORTH HAVEN, CT, 06473

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

- **Total Participants:** 82

- **Total Assets:** $12.1M

## 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|82|$12.1M|$134,162|$429,338|

| 2023|90|$10.5M|$151,740|$481,250|

| 2022|90|$9.5M|$155,313|$487,272|

## 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|

| DAVIE KAPLAN CPA PC|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [DAVIE KAPLAN CPA PC](https://planprovider.pro/provider/davie-kaplan-cpa-pc) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $0

### 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|$4,523|$3,755|—|—|—|

| 2023|$3,841|$2,997|—|—|—|

| 2022|$4,092|$3,232|—|—|—|

## Similar Plans

- [W.J. Deutsch & Sons, Ltd. Dba Deutsch Family](https://planprovider.pro/companies/w-j-deutsch-sons-ltd-dba-deutsch-family-401k-plan) — 388 participants

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