401k Record

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Snowden Capital Advisors 401(k)

Recordkeeping fees per participant · Snowden Capital Advisors 401(k) Profit Sharing Plan · plan year 2024

$189.16

Higher than 86% of the 14,075 plans $10 to 50M that report it.

Source

= $30,266 / 160
Schedule H, line 2i(3); OTH_RECORDKEEPING_FEES_AMT pos 160; filing 20251013092349NAL0001589024001, received 2025-10-13
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251013092349NAL0001589024001, received 2025-10-13

10th: $10.53median $83.9490th: $217.08

Percentiles compare this plan with the Schedule H plans $10 to 50M in assets of the same plan year, excluding final filings; shown only where at least 50 comparable plans report the figure. Plan year 2024-01-01 to 2024-12-31, filing received 2025-10-13.

Cost and contributions

Administrative expenses excluding investment management, per participant

$189.16

10th: $15.36median $118.8890th: $340.63

Higher than 71% of the 24,371 plans $10 to 50M that report it.

Source

= $30,266 / 160
derived, admin_expenses (2i(12)) minus invst_mgmt_fees (2i(5)), floored at 0; filing 20251013092349NAL0001589024001, received 2025-10-13
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251013092349NAL0001589024001, received 2025-10-13

Administrative expenses per participant

$426.33

10th: $26.86median $197.2590th: $456.10

Higher than 88% of the 25,098 plans $10 to 50M that report it.

Source

= $68,213 / 160
Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20251013092349NAL0001589024001, received 2025-10-13
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251013092349NAL0001589024001, received 2025-10-13

Administrative expenses as a share of assets

0.321%

10th: 0.035%median 0.289%90th: 0.599%

Higher than 56% of the 25,132 plans $10 to 50M that report it.

Source

= $68,213 / $21,229,644
Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20251013092349NAL0001589024001, received 2025-10-13
assets_eoy: Schedule H, Part I line 1f col (b); TOT_ASSETS_EOY_AMT pos 61; filing 20251013092349NAL0001589024001, received 2025-10-13

Employer contributions per participant

$7,581

10th: $664median $2,07490th: $4,751

Higher than 97% of the 24,050 plans $10 to 50M that report it.

Source

= $1,212,896 / 160
Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20251013092349NAL0001589024001, received 2025-10-13
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251013092349NAL0001589024001, received 2025-10-13

Employer share of total contributions

34.3%

10th: 13.1%median 27.9%90th: 45.2%

Higher than 72% of the 24,084 plans $10 to 50M that report it.

Source

= $1,212,896 / $3,536,282
Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20251013092349NAL0001589024001, received 2025-10-13
total_contrib: Schedule H, line 2a(3); TOT_CONTRIB_AMT pos 72; filing 20251013092349NAL0001589024001, received 2025-10-13

Plan terms, as stated in Snowden Capital Advisors LLC's SEC filings

Plan terms are not published in public filings.

Plan features

2A age/service-weighted · 2E profit-sharing · 2F ERISA 404(c) plan · 2G fully participant-directed · 2J 401(k) feature · 2K 401(m) arrangement · 2T default investment (QDIA) · 3B · 3D IRS pre-approved plan · Form 5500, line 8a; TYPE_PENSION_BNFT_CODE pos 81; filing 20251013092349NAL0001589024001, received 2025-10-13

Full record, Snowden Capital Advisors 401(k) Profit Sharing Plan

FieldValueSource
Plan sponsorSNOWDEN CAPITAL ADVISORS LLCForm 5500, Part II line 2a; SPONSOR_DFE_NAME pos 19; filing 20251013092349NAL0001589024001, received 2025-10-13
Plan nameSNOWDEN CAPITAL ADVISORS 401(K) PROFIT SHARING PLANForm 5500, line 1a; PLAN_NAME pos 16; filing 20251013092349NAL0001589024001, received 2025-10-13
Sponsor EIN / plan number45-0997570 / 001Form 5500, line 2b; SPONS_DFE_EIN pos 44; filing 20251013092349NAL0001589024001, received 2025-10-13
Plan typesingle-employerForm 5500, Part I line A; TYPE_PLAN_ENTITY_CD pos 4; filing 20251013092349NAL0001589024001, received 2025-10-13
Sponsor locationNEW YORK, NYForm 5500, line 2a; SPONS_DFE_MAIL_US_STATE pos 25; filing 20251013092349NAL0001589024001, received 2025-10-13
Industry (business code)523900, Finance and insuranceForm 5500, line 2d; BUSINESS_CODE pos 46; filing 20251013092349NAL0001589024001, received 2025-10-13
Plan year2024-01-01 to 2024-12-31Form 5500, Part I plan year; FORM_PLAN_YEAR_BEGIN_DATE pos 2; filing 20251013092349NAL0001589024001, received 2025-10-13
Filing received2025-10-13Form 5500, EFAST2 receipt date; DATE_RECEIVED pos 102; filing 20251013092349NAL0001589024001, received 2025-10-13
Final filingnoForm 5500, Part I line B; FINAL_FILING_IND pos 8; filing 20251013092349NAL0001589024001, received 2025-10-13
Amended filingnoForm 5500, Part I line B; AMENDED_IND pos 7; filing 20251013092349NAL0001589024001, received 2025-10-13
Participants, beginning of year136Form 5500, line 5; TOT_PARTCP_BOY_CNT pos 71; filing 20251013092349NAL0001589024001, received 2025-10-13
Active participants146Form 5500, line 6a(2); TOT_ACTIVE_PARTCP_CNT pos 72; filing 20251013092349NAL0001589024001, received 2025-10-13
Participants, end of year162Form 5500, line 6f; TOT_ACT_RTD_SEP_BENEF_CNT pos 77; filing 20251013092349NAL0001589024001, received 2025-10-13
Participants with an account balance160Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251013092349NAL0001589024001, received 2025-10-13
Total assets, beginning of year$16,997,802Schedule H, Part I line 1f col (a); TOT_ASSETS_BOY_AMT pos 30; filing 20251013092349NAL0001589024001, received 2025-10-13
Total assets, end of year$21,229,644Schedule H, Part I line 1f col (b); TOT_ASSETS_EOY_AMT pos 61; filing 20251013092349NAL0001589024001, received 2025-10-13
Net assets, end of year$21,229,644Schedule H, line 1l col (b); NET_ASSETS_EOY_AMT pos 67; filing 20251013092349NAL0001589024001, received 2025-10-13
Total income$6,272,467Schedule H, Part II line 2d; TOT_INCOME_AMT pos 97; filing 20251013092349NAL0001589024001, received 2025-10-13
Net income$4,231,842Schedule H, line 2k; NET_INCOME_AMT pos 111; filing 20251013092349NAL0001589024001, received 2025-10-13
Employer contributions$1,212,896Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20251013092349NAL0001589024001, received 2025-10-13
Participant contributions$2,323,386Schedule H, line 2a(1)(B); PARTICIPANT_CONTRIB_AMT pos 69; filing 20251013092349NAL0001589024001, received 2025-10-13
Total contributions$3,536,282Schedule H, line 2a(3); TOT_CONTRIB_AMT pos 72; filing 20251013092349NAL0001589024001, received 2025-10-13
Benefit payments$1,933,134Schedule H, line 2e(4); TOT_DISTRIB_BNFT_AMT pos 101; filing 20251013092349NAL0001589024001, received 2025-10-13
Total expenses (incl. benefit payments)$2,040,625Schedule H, line 2j; TOT_EXPENSES_AMT pos 110; filing 20251013092349NAL0001589024001, received 2025-10-13
Total administrative expenses$68,213Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20251013092349NAL0001589024001, received 2025-10-13
Recordkeeping fees$30,266Schedule H, line 2i(3); OTH_RECORDKEEPING_FEES_AMT pos 160; filing 20251013092349NAL0001589024001, received 2025-10-13
Investment advisory and management fees$37,947Schedule H, line 2i(5); INVST_MGMT_FEES_AMT pos 107; filing 20251013092349NAL0001589024001, received 2025-10-13
Administrative expenses excluding investment management$30,266derived, admin_expenses (2i(12)) minus invst_mgmt_fees (2i(5)), floored at 0; filing 20251013092349NAL0001589024001, received 2025-10-13
Held in mutual funds$20,039,169Schedule H, line 1c(13) col (b); INT_REG_INVST_CO_EOY_AMT pos 55; filing 20251013092349NAL0001589024001, received 2025-10-13
Independent auditorCROWE, LLPSchedule H, Part III line 3a; ACCOUNTANT_FIRM_NAME pos 116; filing 20251013092349NAL0001589024001, received 2025-10-13

Position = column in the DOL layout for form year 2024. Filing 20251013092349NAL0001589024001, received 2025-10-13.

Service providers paid directly by the plan

ProviderRelationshipService codesDirect compensationIndirect
BRINKER CAPITAL, INCINVESTMENT MANAGEMENT 28 Investment management; 51 Investment management fees paid directly by plan $37,947yes
PCS RETIREMENT LLCrecordkeeperCONTRACT ADMINISTRATOR 13 Contract administrator; 15 Recordkeeping and information management; 16 Consulting (general); 17 Consulting (pension); 36 Copying and duplicating; 37 Participant loan processing; 38 Participant communication $30,266yes

Schedule C Part I line 2: name (a), service codes (b), relationship (c), direct compensation paid by the plan (d), indirect compensation received (e). Filing 20251013092349NAL0001589024001, received 2025-10-13.

What changed since the 2023 plan year

Figure20232024Change
Total assets$16,997,802$21,229,64424.9%
Participants with a balance1461609.6%
Administrative expenses$51,876$68,21331.5%
Recordkeeping fees per participantnot reported$189.16
Employer contributions$1,056,467$1,212,89614.8%

Prior filing 20241015094305NAL0029162657001, received 2024-10-15; the plan years are contiguous.

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Sponsor name as filed: SNOWDEN CAPITAL ADVISORS LLC; SEC registrant: Snowden Capital Advisors LLC (CIK 1903055, matched by EIN).