# Team Sledd, LLC 401(k) Plan
Source: https://planprovider.pro/companies/team-sledd-llc-401k-plan

> Team Sledd, LLC's 401(k) plan: 213 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/avantax-advisory-services) — INVESTMENT AD VISORY - PL

- [TRANSAMERICA RETIREMENT SOLUTIONS,](https://planprovider.pro/provider/transamerica) — RECORDKEEP ER

- [LALLY & CO.](https://planprovider.pro/provider/lally-and-co-llc) — 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|—|—|—|—|

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