# Southport Eng Sys LLC Dba Southport Htg, Plbg & Geothermal 401(k) Plan
Source: https://planprovider.pro/companies/southport-eng-sys-llc-dba-southport-htg-plbg-geothermal-401k-plan

> Southport Eng Sys LLC Dba Southport Htg, Plbg & Geothermal's 401(k) plan: 142 participants, plan year 2024 financials, providers, and benchmarks from Form 55…

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Southport Eng Sys LLC Dba Southport Htg, Plbg & Geothermal

- **Sponsor EIN:** 200349155

- **Sponsor Address:** 1343 S 27TH ST, CALEDONIA, WI, 531084300

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

- **Total Participants:** 142

- **Total Assets:** $5.9M

## 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|142|$5.9M|$202,807|$688,663|

| 2023|146|$4.7M|$0|$625,214|

| 2022|141|$4.0M|$0|$595,199|

## 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|

| VRAKAS ADVISORS LLC|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|$31,259|—|—|—|—|

| 2023|$30,331|—|—|—|—|

| 2022|$41,460|—|—|—|—|

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