# Sole Technology, INC. 401(k) Plan
Source: https://planprovider.pro/companies/sole-technology-inc-401k-plan

> Sole Technology, INC.'s 401(k) plan: 9 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Sole Technology, INC.

- **Sponsor EIN:** 330698517

- **Sponsor Address:** 26921 FUERTE DRIVE, LAKE FOREST, CA, 92630

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

- **Total Participants:** 9

- **Total Assets:** $11.6M

## 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|9|$11.6M|$0|$205,269|

| 2023|49|$13.1M|$1,504|$263,562|

| 2022|55|$12.5M|$0|$279,226|

## 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|

| STANCORP FINANCIAL GROUP|NONE|$62,423|—|$62,423|

| LPL FINANCIAL CORPORATION|NONE|$24,471|—|$24,471|

| WRIGHT FORD YOUNG & CO|NONE|$22,895|—|$22,895|

### Verified Provider Profiles

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

- [STANCORP FINANCIAL GROUP](https://planprovider.pro/provider/charles-schwab-and-co-inc) — NONE

- [WRIGHT FORD YOUNG & CO](https://planprovider.pro/provider/wright-ford-young-and-co) — NONE

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $109,789

- **Estimated Expense Ratio:** 0.943% 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|$62,323|$24,471|$37,852|—|—|

| 2023|$35,844|—|$35,844|—|—|

| 2022|$40,561|$21,661|$8,200|—|$10,700|

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