# Sonepar Management Us, INC 401(k) Plan
Source: https://planprovider.pro/companies/sonepar-management-us-inc-401k-plan

> Sonepar Management Us, INC's 401(k) plan: 10,624 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Sonepar Management Us, INC

- **Sponsor EIN:** 232975775

- **Sponsor Address:** 4400 LEEDS AVE., CHARLESTON, SC, 29405

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

- **Total Participants:** 10,624

- **Total Assets:** $1.2B

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** Yes

- **Participant Loans:** Yes

- **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|10,624|$1.2B|$23.0M|$70.8M|

| 2023|9,880|$1.0B|$21.3M|$63.3M|

| 2022|9,195|$798.5M|$18.4M|$57.7M|

## 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|

| SCHWAB RETIREMENT PLAN SERVICES,INC|NONE|$586,862|—|$586,862|

| CAPFINANCIAL PARTNERS LLC|NONE|$197,916|—|$197,916|

| MORNINGSTAR INC|NONE|$105,681|—|$105,681|

| FISHER INVESTMENTS|NONE|$81,053|—|$81,053|

| WARREN AVERETT, LLC|NONE|$61,534|—|$61,534|

| BARTLETT ONEILL CONSULTING INC|NONE|$10,235|—|$10,235|

| ARK WEALTH MANAGEMENT LLC|NONE|$8,102|—|$8,102|

| MJP ASSOCIATES INC|NONE|$6,866|—|$6,866|

| SONEPAR MANAGEMENT|NONE|$6,729|—|$6,729|

### Verified Provider Profiles

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

- [SCHWAB RETIREMENT PLAN SERVICES,INC](https://planprovider.pro/provider/charles-schwab-and-co-inc) — NONE

- [MORNINGSTAR INC](https://planprovider.pro/provider/jp-morgan-asset-management) — NONE

- [FISHER INVESTMENTS](https://planprovider.pro/provider/jp-morgan-asset-management) — NONE

- [WARREN AVERETT, LLC](https://planprovider.pro/provider/warren-averett-llc) — NONE

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $1,064,978

- **Estimated Expense Ratio:** 0.088% 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|$1,065,763|$458,435|$17,777|$61,519|—|

| 2023|$1,139,543|$498,941|$73,449|—|—|

| 2022|$1,170,329|$264,744|—|—|$78,752|

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