Plan Snapshot
- Plan Sponsor: Team Sledd, LLC
- Sponsor EIN: 844141833
- Sponsor Address: 100 EAST COVE EXTENSION, WHEELING, WV, 26003
- Plan Type: 401(k)
- Total Participants: 213
- Total Assets: $14.9M
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 | 213 | $14.9M | $328,597 | $507,131 |
| 2023 | 220 | $15.4M | $340,739 | $532,482 |
| 2022 | 205 | $13.3M | $305,207 | $480,018 |
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 |
|---|---|---|---|---|
| AVANTAX ADVISORY SERVICES INC | INVESTMENT AD VISORY - PL | $38,707 | — | $38,707 |
| TRANSAMERICA RETIREMENT SOLUTIONS, | RECORDKEEP ER | $27,690 | — | $27,690 |
| LALLY & CO. | AUDITOR | $10,500 | — | $10,500 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- AVANTAX ADVISORY SERVICES INC — INVESTMENT AD VISORY - PL
- TRANSAMERICA RETIREMENT SOLUTIONS, — RECORDKEEP ER
- LALLY & CO. — AUDITOR
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $76,897
- Estimated Expense Ratio: 0.517% 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 | $78,111 | — | — | $10,500 | — |
| 2023 | $68,513 | — | — | — | — |
| 2022 | $66,492 | — | — | — | — |