Plan Snapshot
- Plan Sponsor: Sedron Technologies
- Sponsor EIN: 475129261
- Sponsor Address: 133 W. STATE STREET, SEDRO WOOLLEY, WA, 98284
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 294
- Total Assets: $12.1M
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: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2025 | 294 | $12.1M | $0 | $0 |
| 2024 | 235 | $7.7M | $489,765 | $1.5M |
| 2023 | 189 | $4.9M | $299,751 | $910,001 |
| 2022 | 91 | $3.3M | $162,915 | $531,159 |
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 |
|---|---|---|---|---|
| ADP, INC. | Recordkeeper | $10,507 | — | $10,507 |
| CAMBRIDGE INVEST. RESEARCH ADVISORS | Investment Advisor | $7,792 | — | $7,792 |
| CAMBRIDGE INVESTMENT GROUP | Investment Advisor | $5,795 | — | $5,795 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $24,094
- Estimated Expense Ratio: 0.199% 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 |
|---|---|---|---|---|---|
| 2025 | $771,068 | $13,587 | — | — | — |
| 2024 | $9,901 | $5,511 | — | — | — |
| 2023 | $674,980 | — | — | — | — |
| 2022 | $184,566 | — | — | — | — |