# Sellers, Dorsey & Associates, LLC 401(k) Plan
Source: https://planprovider.pro/companies/sellers-dorsey-associates-llc-plan-001

> Sellers, Dorsey & Associates, LLC's 401(k) plan: 223 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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.](https://planprovider.pro/provider/the-vanguard-group-inc) — NONE

- [RSM](https://planprovider.pro/provider/rsm-us-llp) — 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|—|—|—|

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