# Seg INC. 401(k) Plan
Source: https://planprovider.pro/companies/seg-inc-401k-plan

> Seg INC.'s 401(k) plan: 6,418 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/torrillo-and-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|

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