# Store Capital Advisors, LLC 401(k) Plan
Source: https://planprovider.pro/companies/store-capital-advisors-llc-401k-plan

> Store Capital Advisors, LLC's 401(k) plan: 125 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|

| METZ CPA, PLLC|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [METZ CPA, PLLC](https://planprovider.pro/provider/metz-cpa-pllc) — 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|$59,810|$45,501|—|—|—|

| 2023|$46,285|$36,075|—|—|—|

| 2022|$45,409|$32,504|$12,905|—|—|

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