# Semex Usa, INC. 401(k) Plan
Source: https://planprovider.pro/companies/semex-usa-inc-401k-plan

> Semex Usa, INC.&#39;s 401(k) plan: 139 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Semex Usa, INC.

- **Sponsor EIN:** 391853594

- **Sponsor Address:** 3801 KIPP STREET, MADISON, WI, 53718

- **Plan Type:** 401(k)

- **Total Participants:** 139

- **Total Assets:** $10.4M

## 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.|

| 2024|139|$10.4M|$302,311|$711,141|

| 2023|137|$8.6M|$313,156|$728,001|

| 2022|130|$6.5M|$273,567|$625,298|

## 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|

| BAKER TILLY US, LLP|Auditor|$28,141|—|$28,141|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [BAKER TILLY US, LLP](https://planprovider.pro/provider/baker-tilly-us-llp) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $28,141

- **Estimated Expense Ratio:** 0.271% 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|$52,274|—|—|$28,141|—|

| 2023|$84,542|—|—|$65,707|—|

| 2022|$18,517|—|—|—|—|

## Similar Plans

- [Professional Plating, INC.](https://planprovider.pro/companies/professional-plating-inc-401k-plan-002-7968) — 149 participants

- [Optima Machinery Corporation](https://planprovider.pro/companies/optima-machinery-corporation-401k-plan) — 124 participants

- [Crane Engineering Sales, INC.](https://planprovider.pro/companies/crane-engineering-sales-inc-401k-plan) — 158 participants

- [Uniek, INC.](https://planprovider.pro/companies/uniek-inc-401k-plan) — 119 participants

- [Gs Global Resources, INC.](https://planprovider.pro/companies/gs-global-resources-inc-401k-plan) — 174 participants

- [Englewood Marketing Group, INC.](https://planprovider.pro/companies/englewood-marketing-group-inc-401k-plan) — 185 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/semex-usa-inc-401k-plan)

&copy; 2026 PlanProvider.Pro
