# Solugenix Corporation 401(k) Plan
Source: https://planprovider.pro/companies/solugenix-corporation-401k-plan

> Solugenix Corporation's 401(k) plan: 274 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Solugenix Corporation

- **Sponsor EIN:** 201631341

- **Sponsor Address:** 601 VALENCIA AVENUE, SUITE 260, BREA, CA, 92823

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

- **Total Participants:** 274

- **Total Assets:** $15.8M

## 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|274|$15.8M|$641,211|$1.4M|

| 2023|329|$14.3M|$602,801|$1.4M|

| 2022|346|$10.3M|$560,514|$1.2M|

## 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|

| BAYNTREE WEALTH ADVISORS, LLC|RIA|$33,305|—|$33,305|

| JOHN HANCOCK LIFE INSURANCE COMPANY|RECORDKEEPER|$5,418|—|$5,418|

| MANSPERGER PATTERSON & MCMULLIN PLC|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [JOHN HANCOCK LIFE INSURANCE COMPANY](https://planprovider.pro/provider/john-hancock) — RECORDKEEPER

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $38,723

- **Estimated Expense Ratio:** 0.245% 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|$82,337|$33,305|$9,775|—|—|

| 2023|$69,109|$30,068|$5,500|—|—|

| 2022|$61,728|$26,659|$28,979|—|$6,090|

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