Plan Snapshot
- Plan Sponsor: Sees Group, LLC
- Sponsor EIN: 815205153
- Sponsor Address: 7268 JARNIGAN ROAD, CHATTANOOGA, TN, 37421
- Plan Type: 401(k)
- Total Participants: 426
- Total Assets: $18.7M
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. |
|---|---|---|---|---|
| 2023 | 426 | $18.7M | $612,664 | $1.3M |
| 2022 | 407 | $14.9M | $556,957 | $1.2M |
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 |
|---|---|---|---|---|
| SAGEVIEW ADVISORY GROUP, LLC | Investment Advisor | $90,436 | — | $90,436 |
| EMPOWER ANNUITY INSURANCE CO OF AME | Recordkeeper | $63,668 | — | $63,668 |
| ERISA SERVICES INC | Investment Advisor | $29,440 | — | $29,440 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- ERISA SERVICES INC — Investment Advisor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $183,544
- Estimated Expense Ratio: 0.982% 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 |
|---|---|---|---|---|---|
| 2023 | $90,109 | $45,530 | $14,720 | — | — |
| 2022 | $62,488 | — | $62,488 | — | — |