Plan Snapshot
- Plan Sponsor: Store Capital Advisors, LLC
- Sponsor EIN: 274638734
- Sponsor Address: 8377 E HARTFORD DR STE 100, SCOTTSDALE, AZ, 85255
- Plan Type: 401(k)
- Total Participants: 125
- Total Assets: $15.3M
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 | 125 | $15.3M | $908,072 | $1.4M |
| 2023 | 120 | $11.9M | $561,666 | $1.2M |
| 2022 | 111 | $9.6M | $614,210 | $1.1M |
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 |
|---|---|---|---|---|
| ONEDIGITAL INVESTMENT ADVISORS LLC | Investment Advisor | $40,751 | — | $40,751 |
| EMPOWER ANNUITY INSURANCE COMPANY O | Recordkeeper | $14,309 | — | $14,309 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- ONEDIGITAL INVESTMENT ADVISORS LLC — Investment Advisor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $55,060
- Estimated Expense Ratio: 0.360% 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 | $59,810 | $45,501 | — | — | — |
| 2023 | $46,285 | $36,075 | — | — | — |
| 2022 | $45,409 | $32,504 | $12,905 | — | — |