Plan Snapshot
- Plan Sponsor: Sellers, Dorsey & Associates, LLC
- Sponsor EIN: 251874383
- Sponsor Address: SEVEN PENN CENTER, PHILADELPHIA, PA, 19102
- Plan Type: 401(k)
- Total Participants: 223
- Total Assets: $25.8M
Key Plan Design Features
- Auto-Enrollment: No
- 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. |
|---|---|---|---|---|
| 2024 | 223 | $25.8M | $1.1M | $2.2M |
| 2023 | 186 | $19.4M | $918,951 | $1.9M |
| 2022 | 168 | $14.1M | $747,492 | $1.5M |
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 |
|---|---|---|---|---|
| CETERA INVESTMENT ADVISORS | NONE | $53,834 | — | $53,834 |
| THE VANGUARD GROUP, INC. | NONE | $26,540 | — | $26,540 |
| RSM | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- THE VANGUARD GROUP, INC. — NONE
- RSM — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $80,374
- Estimated Expense Ratio: 0.312% 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 | $87,172 | $58,157 | $29,015 | — | — |
| 2023 | $59,890 | $43,515 | $15,125 | — | — |
| 2022 | $59,761 | $59,761 | — | — | — |