Plan Snapshot
- Plan Sponsor: Sac Finance, INC.
- Sponsor EIN: 351968714
- Sponsor Address: 6642 ST JOE ROAD, FORT WAYNE, IN, 468351933
- Plan Type: 401(k)
- Total Participants: 290
- Total Assets: $8.6M
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 | 290 | $8.6M | $100,000 | $607,204 |
| 2023 | 292 | $7.8M | $75,000 | $510,836 |
| 2022 | 202 | $6.8M | $124,946 | $517,538 |
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 |
|---|---|---|---|---|
| STANCORP FINANCIAL GROUP | NONE | $41,724 | — | $41,724 |
| SAGEVIEW ADVISORY GROUP, LLC | NONE | $19,830 | — | $19,830 |
| DULIN, WARD & DEWALD, INC. | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- STANCORP FINANCIAL GROUP — NONE
- SAGEVIEW ADVISORY GROUP, LLC — NONE
- DULIN, WARD & DEWALD, INC. — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $61,554
- Estimated Expense Ratio: 0.718% 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 | $37,824 | $23,408 | $14,416 | — | — |
| 2023 | $29,123 | $21,043 | $8,080 | — | — |
| 2022 | $31,022 | — | $31,022 | — | — |