Plan Snapshot
- Plan Sponsor: Sedera, INC.
- Sponsor EIN: 471306388
- Sponsor Address: 7171 SOUTHWEST PARKWAY BLDG. 300, AUSTIN, TX, 78735
- Plan Type: 401(k)
- Total Participants: 0
- Total Assets: $3.2M
Key Plan Design Features
- Auto-Enrollment: Yes
- 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 | 0 | $3.2M | $136,998 | $346,624 |
| 2023 | 67 | $3.2M | $207,821 | $492,997 |
| 2022 | 78 | $2.4M | $285,650 | $680,387 |
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 |
|---|---|---|---|---|
| NFP RETIREMENT INC | SERVICE PROVIDER | — | $27,440 | $27,440 |
| PEGGY S. EDGE CPA, LLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- NFP RETIREMENT INC — SERVICE PROVIDER
- PEGGY S. EDGE CPA, LLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $27,440
- Estimated Expense Ratio: 0.860% 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 | $2,900 | — | $2,900 | — | — |
| 2023 | $3,100 | — | $3,100 | — | — |
| 2022 | $1,900 | — | $1,900 | — | — |