# South 49 Holdings, Ltd. 401(k) Plan
Source: https://planprovider.pro/companies/south-49-holdings-ltd-401k-plan

> South 49 Holdings, Ltd.'s 401(k) plan: 132 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** South 49 Holdings, Ltd.

- **Sponsor EIN:** 352633428

- **Sponsor Address:** 9224 TUPMAN RD, TUPMAN, CA, 93276

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

- **Total Participants:** 132

- **Total Assets:** $13.1M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **Participant-Directed Investments:** No

- **ERISA Section 404(c) Fiduciary Safe Harbor:** Yes

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|132|$13.1M|$569,936|$877,025|

| 2023|132|$11.5M|$563,338|$834,478|

| 2022|133|$10.6M|$592,713|$847,465|

## 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|

| YULISHANA, INC.|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [YULISHANA, INC.](https://planprovider.pro/provider/yulishana-inc) — Auditor

## 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|$102,922|—|$102,922|—|—|

| 2023|$102,625|—|$102,625|—|—|

| 2022|$97,183|—|$97,183|—|—|

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