Plan Snapshot
- Plan Sponsor: Snyder Langston Holdings, LLC
- Sponsor EIN: 330205821
- Sponsor Address: 17962 COWAN, IRVINE, CA, 92614
- Plan Type: 401(k)
- Total Participants: 152
- Total Assets: $32.5M
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 | 152 | $32.5M | $435,337 | $2.0M |
| 2023 | 117 | $28.2M | $411,991 | $1.8M |
| 2022 | 129 | $23.7M | $395,926 | $1.7M |
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 |
|---|---|---|---|---|
| GALLAGHER FIDUCIARY ADVISORS LLC | ADVISOR | $46,192 | — | $46,192 |
| FIDELITY INVESTMENTS INSTITUTIONAL | RECORDKEEPER | $33,929 | — | $33,929 |
| LUCAS,HORSFALL,MURPHY & PINDROH,LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- GALLAGHER FIDUCIARY ADVISORS LLC — ADVISOR
- FIDELITY INVESTMENTS INSTITUTIONAL — RECORDKEEPER
- LUCAS,HORSFALL,MURPHY & PINDROH,LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $80,121
- Estimated Expense Ratio: 0.246% 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 | $80,121 | $46,192 | — | — | — |
| 2023 | $86,289 | $42,830 | — | — | — |
| 2022 | $98,665 | — | — | — | — |