# Sobo & Sobo LLP 401(k) Plan
Source: https://planprovider.pro/companies/sobo-sobo-llp-401k-plan

> Sobo & Sobo LLP's 401(k) plan: 160 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Sobo & Sobo LLP

- **Sponsor EIN:** 550797497

- **Sponsor Address:** 1 DOLSON AVE, MIDDLETOWN, NY, 109406423

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

- **Total Participants:** 160

- **Total Assets:** $5.1M

## 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|160|$5.1M|$338,294|$527,541|

| 2023|136|$3.9M|$287,413|$444,496|

| 2022|105|$3.0M|$256,142|$335,635|

## 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|

| MIKE AVERSANO CPA, PC|Auditor|—|—|$0|

## 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|$30,479|$29,321|$1,158|—|—|

| 2023|$25,366|$24,091|$1,275|—|—|

| 2022|$25,034|$22,264|$2,770|—|—|

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