# Soc LLC 401(k) Plan
Source: https://planprovider.pro/companies/soc-llc-401k-plan

> Soc LLC's 401(k) plan: 145 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Soc LLC

- **Sponsor EIN:** 562277691

- **Sponsor Address:** 8261 RIVERS AVENUE, CHARLESTON, SC, 29406

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

- **Total Participants:** 145

- **Total Assets:** $8.5M

## 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|145|$8.5M|$158,691|$651,229|

| 2023|155|$7.4M|$164,751|$705,129|

| 2022|143|$5.9M|$166,023|$693,168|

## 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|

| NATIONWIDE|INVESTMENT ADVISORY / RECORDKEEPER|$40,337|—|$40,337|

| TRUIST INVESTMENT SRVCS|BROKER|$16,134|—|$16,134|

| TRINITY PENSION GROUP, LLC|THIRD PARTY ADMIN|$3,218|$5,878|$9,096|

| DCPAS, LLC DBA DAVIS & COMPANY CPAS|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [NATIONWIDE](https://planprovider.pro/provider/nationwide) — INVESTMENT ADVISORY / RECORDKEEPER

- [DCPAS, LLC DBA DAVIS & COMPANY CPAS](https://planprovider.pro/provider/davis-law-llc) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $65,567

- **Estimated Expense Ratio:** 0.776% 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|$61,533|$16,134|$4,034|—|—|

| 2023|$82,821|$25,265|$46,228|—|—|

| 2022|$56,173|—|$56,173|—|—|

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