# Streamline Brands 401(k) Plan
Source: https://planprovider.pro/companies/streamline-brands-plan

> Streamline Brands's 401(k) plan: 351 participants, plan year 2023 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2023.

## 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](https://planprovider.pro/provider/onedigital-investment-advisors-llc) — INVESTMENT ADVISOR

- [ASSURANCE DIMENSIONS, LLC](https://planprovider.pro/provider/assurance-dimensions-inc) — 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|—|—|—|—|

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