Plan Snapshot
- Plan Sponsor: Sendik'S Management Company, INC
- Sponsor EIN: 203453258
- Sponsor Address: 7225 W MARCIA ROAD, MILWAUKEE, WI, 53223
- Plan Type: 401(k)
- Total Participants: 1,112
- Total Assets: $34.0M
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 | 1,112 | $34.0M | $892,529 | $1.9M |
| 2023 | 1,140 | $30.2M | $874,870 | $1.8M |
| 2022 | 1,050 | $25.6M | $877,888 | $1.8M |
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 |
|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | RECORDKEEPER | $66,307 | — | $66,307 |
| CREATIVE PLANNING LLC | INVESTMENT ADVISOR | $44,250 | — | $44,250 |
| CLIFTONLARSONALLEN LLP | AUDITOR | $2,205 | — | $2,205 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- CLIFTONLARSONALLEN LLP — AUDITOR
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $112,762
- Estimated Expense Ratio: 0.332% 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 | $135,146 | $44,250 | — | $2,205 | — |
| 2023 | $108,030 | $42,000 | $57,280 | $8,400 | — |
| 2022 | $107,211 | $42,000 | $65,111 | — | — |