Plan Snapshot
- Plan Sponsor: Soho House, LLC
- Sponsor EIN: 134195862
- Sponsor Address: 113 N GREEN ST # 125, CHICAGO, IL, 606072303
- Plan Type: 401(k)
- Total Participants: 4,083
- Total Assets: $15.4M
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 | 4,083 | $15.4M | $761,462 | $2.7M |
| 2023 | 3,974 | $12.1M | $652,959 | $2.3M |
| 2022 | 3,610 | $9.0M | $570,380 | $1.9M |
| 2021 | 2,831 | $8.7M | $0 | $0 |
| 2020 | 2,604 | $7.6M | $0 | $0 |
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 |
|---|---|---|---|---|
| LUTZ, SELIG & ZERONDA, CPAS, LLP | 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 | $165,411 | $127,180 | $38,231 | — | — |
| 2023 | $40,014 | — | $40,014 | — | — |
| 2022 | $196,141 | — | $138,988 | — | $57,153 |
| 2021 | $99,146 | — | $82,778 | — | — |
| 2020 | $86,379 | — | $71,251 | — | — |