Plan Snapshot
- Plan Sponsor: Seg INC.
- Sponsor EIN: 222465204
- Sponsor Address: 1615 WEST CHESTER PIKE SUITE 200, WEST CHESTER, PA, 19382
- Plan Type: 401(k)
- Total Participants: 6,418
- Total Assets: $217.0M
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. |
|---|---|---|---|---|
| 2024 | 6,418 | $217.0M | $6.2M | $22.8M |
| 2023 | 6,598 | $182.3M | $5.5M | $20.2M |
| 2022 | 6,155 | $141.9M | $4.6M | $17.1M |
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 |
|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | RECORDKEEPER | $442,065 | — | $442,065 |
| CAPFINANCIAL PARTNERS LLC | INVESTMENT ADVISOR | $62,300 | — | $62,300 |
| TORRILLO & ASSOCIATES, LLC | AUDITOR | $26,100 | — | $26,100 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- TORRILLO & ASSOCIATES, LLC — AUDITOR
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $530,465
- Estimated Expense Ratio: 0.244% 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 | $530,465 | $62,300 | — | $26,100 | — |
| 2023 | $438,746 | $60,485 | $363,698 | $10,490 | — |
| 2022 | $437,948 | $58,723 | $344,035 | — | $31,690 |