Plan Snapshot
- Plan Sponsor: Semler Brossy Consulting Group LLC
- Sponsor EIN: 954885750
- Sponsor Address: 11755 WILSHIRE BOULEVARD 10TH FLOOR, LOS ANGELES, CA, 90025
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 142
- Total Assets: $30.2M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: Yes
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2025 | 142 | $30.2M | $0 | $0 |
| 2024 | 99 | $24.3M | $1.2M | $1.5M |
| 2023 | 100 | $19.7M | $1.1M | $1.4M |
| 2022 | 83 | $16.8M | $814,115 | $1.2M |
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 |
|---|---|---|---|---|
| STANDARD RETIREMENT SERVICES I | Other Service Provider | $88,829 | — | $88,829 |
| THE BALDWIN GROUP WEALTH ADVISORS L | Other Service Provider | $53,860 | — | $53,860 |
| HICKS PENSION SERVICES | Recordkeeper | — | $12,566 | $12,566 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $155,255
- Estimated Expense Ratio: 0.514% 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 |
|---|---|---|---|---|---|
| 2025 | $1,137,430 | — | $4,011 | — | — |
| 2024 | $109,165 | $41,904 | — | — | — |
| 2023 | $2,526 | — | — | — | — |
| 2022 | $667,330 | — | — | — | — |