Plan Snapshot
- Plan Sponsor: Seidner & Co INC
- Sponsor EIN: 952582951
- Sponsor Address: 2525 E. WORKMAN AVE., WEST COVINA, CA, 91791
- Plan Type: 401(k)
- Total Participants: 0
- Total Assets: $0
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 | 0 | $0 | $26,137 | $46,294 |
| 2022 | 217 | $2.0M | $72,552 | $140,075 |
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 |
|---|---|---|---|---|
| PENSION ASSURANCE LLP | Auditor | $12,750 | — | $12,750 |
| PAYCHEX, INC. | Recordkeeper | $11,843 | — | $11,843 |
| WELLS FARGO ADVISORS | Investment Advisor | $10,538 | — | $10,538 |
| ERISA FIDUCIARY SERVICES, INC. | Recordkeeper | $6,503 | — | $6,503 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- PENSION ASSURANCE LLP — Auditor
- PAYCHEX, INC. — Recordkeeper
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $41,634
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 | $9,806 | — | $9,806 | — | — |
| 2022 | $43,323 | $11,592 | $18,981 | — | $12,750 |