# Sebastian Enterprises, INC. DC Plan
Source: https://planprovider.pro/companies/sebastian-enterprises-inc-plan-003

> Sebastian Enterprises, INC.'s DC plan: 75 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Sebastian Enterprises, INC.

- **Sponsor EIN:** 770073615

- **Sponsor Address:** 7600 N. PALM, FRESNO, CA, 937115520

- **Plan Type:** DC

- **Total Participants:** 75

- **Total Assets:** $7.9M

## Key Plan Design Features

- **Auto-Enrollment:** No

- **Auto-Escalation:** No

- **Allows Roth Contributions:** Yes

- **Participant Loans:** No

- **Participant-Directed Investments:** Yes

- **ERISA Section 404(c) Fiduciary Safe Harbor:** No

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|75|$7.9M|$619,334|$49,816|

| 2023|71|$6.9M|$570,273|$54,830|

| 2022|85|$6.5M|$1.2M|$75,862|

## 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|

| BRIDGEWEALTH ADVISORY GROUP|RIA|$20,639|—|$20,639|

| T. ROWE PRICE|RECORDKEEPER|$7,050|—|$7,050|

| PEERY & ASSOCIATES, INC.|TPA|$5,995|—|$5,995|

| FINCH, ROWLAND & SHOOPMAN, LLP|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [BRIDGEWEALTH ADVISORY GROUP](https://planprovider.pro/provider/bridgewealth-advisory-group-llc) — RIA

- [FINCH, ROWLAND & SHOOPMAN, LLP](https://planprovider.pro/provider/finch-rowland-and-shoopman-llp) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $33,684

- **Estimated Expense Ratio:** 0.425% 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|$33,774|—|$33,774|—|—|

| 2023|$28,291|—|$28,291|—|—|

| 2022|$36,821|—|$36,821|—|—|

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