# Sac Finance, INC. 401(k) Plan
Source: https://planprovider.pro/companies/sac-finance-inc-401k-plan

> Sac Finance, INC.'s 401(k) plan: 290 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/charles-schwab-and-co-inc) — NONE

- [SAGEVIEW ADVISORY GROUP, LLC](https://planprovider.pro/provider/sageview-advisory-group) — NONE

- [DULIN, WARD & DEWALD, INC.](https://planprovider.pro/provider/dulin-ward-and-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|—|—|

## Similar Plans

- [Aaag Holdings, INC.](https://planprovider.pro/companies/aaag-holdings-inc-401k-plan) — 2,833 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/sac-finance-inc-401k-plan)

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