Plan Snapshot
- Plan Sponsor: Streamline Brands
- Sponsor EIN: 270666401
- Sponsor Address: 12240 LIONESS WAY, PARKER, CO, 80134
- Plan Type: 401(k)
- Total Participants: 351
- Total Assets: $4.8M
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. |
|---|---|---|---|---|
| 2023 | 351 | $4.8M | $281,333 | $313,625 |
| 2022 | 168 | $4.2M | $319,900 | $241,738 |
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 |
|---|---|---|---|---|
| EMPOWER LIFE & ANNUITY INSURANCE CO | RECORDKEEPER | $52,724 | — | $52,724 |
| ONEDIGITAL INVESTMENT ADVISORS LLC | INVESTMENT ADVISOR | $28,614 | — | $28,614 |
| UNITED BENEFIT PENSIONS INC | CONTRACT ADMIN | $21,126 | $5,418 | $26,544 |
| ASSURANCE DIMENSIONS, LLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- ONEDIGITAL INVESTMENT ADVISORS LLC — INVESTMENT ADVISOR
- ASSURANCE DIMENSIONS, LLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $107,882
- Estimated Expense Ratio: 2.249% 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 |
|---|---|---|---|---|---|
| 2023 | $51,232 | $14,307 | $10,563 | — | — |
| 2022 | $30,148 | — | — | — | — |