Plan Snapshot
- Plan Sponsor: The S2 Hr Group, LLC
- Sponsor EIN: 452441552
- Sponsor Address: 3001 EXECUTIVE DRIVE, SUITE 340, ST. PETERSBURG, FL, 33762
- Plan Type: 401(k)
- Total Participants: 30,449
- Total Assets: $1.0B
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 | 30,449 | $1.0B | $36.0M | $88.5M |
| 2023 | 23,132 | $746.6M | $23.9M | $60.9M |
| 2022 | 17,458 | $406.3M | $18.4M | $50.7M |
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 |
|---|---|---|---|---|
| SLAVIC INTEGRATED ADMINISTRATION | Recordkeeper | $1,861,641 | — | $1,861,641 |
| SLAVIC MUTUAL FUND MANAGEMENT CORP. | Investment Advisor | $1,317,662 | — | $1,317,662 |
| THE S2 HR GROUP, LLC | Recordkeeper | $690,992 | — | $690,992 |
| COHNREZNICK LLP | Auditor | $76,350 | — | $76,350 |
| BKS RETIREMENT SERVICES | Investment Advisor | $39,989 | — | $39,989 |
| MCHENRY CONSULTING | Other Service Provider | $20,000 | — | $20,000 |
| CARON & BLETZER, PLLC | Auditor | $17,500 | — | $17,500 |
| JASON F. CLAUSEN P.C. | Auditor | $13,800 | — | $13,800 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $4,037,934
- Estimated Expense Ratio: 0.389% 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 | $4,053,189 | — | $2,552,633 | — | — |
| 2023 | $2,441,415 | — | $1,692,729 | — | — |
| 2022 | $1,464,222 | $444,648 | $997,574 | — | $22,000 |