Plan Snapshot
- Plan Sponsor: Seres Engineering & Services LLC
- Sponsor EIN: 260796919
- Sponsor Address: 669 MARINA DRIVE SUITE B-7, CHARLESTON, SC, 29492
- Plan Type: 401(k)
- Total Participants: 149
- Total Assets: $5.0M
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 | 149 | $5.0M | $223,330 | $533,328 |
| 2023 | 144 | $3.9M | $229,890 | $550,235 |
| 2022 | 141 | $2.9M | $240,657 | $567,725 |
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 |
|---|---|---|---|---|
| NEWTON & HINSKE LLC | Auditor | — | — | $0 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $1,968 | — | — | — | — |
| 2023 | $2,680 | — | — | — | — |
| 2022 | $1,170 | — | — | — | — |