# Sachem, INC. 401(k) Plan
Source: https://planprovider.pro/companies/sachem-inc-401k-plan

> Sachem, INC.'s 401(k) plan: 134 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Sachem, INC.

- **Sponsor EIN:** 742286932

- **Sponsor Address:** 5700 MOPAC EXPRESSWAY,, AUSTIN, TX, 78749

- **Plan Type:** 401(k)

- **Total Participants:** 134

- **Total Assets:** $42.9M

## 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|134|$42.9M|$444,436|$1.0M|

| 2023|138|$46.4M|$401,803|$1.4M|

| 2022|185|$48.0M|$1.4M|$1.6M|

## 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|

| FIDELITY INVESTMENTS INSTITUTIONAL|RECORDKEEPER|$38,636|—|$38,636|

| MAXWELL LOCKE & RITTER LLP|ACCOUNTANT/AUDITOR|$29,000|—|$29,000|

| SAGEVIEW ADVISORY|INVESTMENT ADVISOR|$22,500|—|$22,500|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [FIDELITY INVESTMENTS INSTITUTIONAL](https://planprovider.pro/provider/fidelity-investments) — RECORDKEEPER

- [MAXWELL LOCKE & RITTER LLP](https://planprovider.pro/provider/maxwell-locke-and-ritter-llp) — ACCOUNTANT/AUDITOR

- [SAGEVIEW ADVISORY](https://planprovider.pro/provider/sageview-advisory-group) — INVESTMENT ADVISOR

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $90,136

- **Estimated Expense Ratio:** 0.210% 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|$90,136|—|$600|$29,000|—|

| 2023|$87,430|—|$600|$23,500|—|

| 2022|$68,489|—|—|—|—|

## Similar Plans

- [Ineos Usa LLC](https://planprovider.pro/companies/ineos-usa-llc-plan-001) — 362 participants

- [Liquidpower Specialty Products INC.](https://planprovider.pro/companies/liquidpower-specialty-products-inc-401k-plan) — 485 participants

- [Csw Industrials INC](https://planprovider.pro/companies/csw-industrials-inc-401k-plan) — 1,081 participants

- [Mary Kay INC.](https://planprovider.pro/companies/mary-kay-inc-401k-plan) — 1,459 participants

- [Nch Corporation](https://planprovider.pro/companies/nch-corporation-401k-plan) — 1,865 participants

- [Ineos Usa, LLC.](https://planprovider.pro/companies/ineos-usa-llc-401k-plan) — 4,979 participants

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

© 2026 PlanProvider.Pro