# Serigraph, INC. 401(k) Plan
Source: https://planprovider.pro/companies/serigraph-inc-391591367-001

> Serigraph, INC.'s 401(k) plan: 324 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Serigraph, INC.

- **Sponsor EIN:** 391591367

- **Sponsor Address:** 3801 EAST DECORAH ROAD, WEST BEND, WI, 53095

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

- **Plan Number:** 001

- **Total Participants:** 324

- **Total Assets:** $79.2M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** Yes

- **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|324|$79.2M|$358,016|$1.9M|

| 2023|339|$75.9M|$146,416|$1.8M|

| 2022|386|$72.3M|$78,866|$1.9M|

## 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|

| FRANCIS LLC|Investment Advisor|$98,985|—|$98,985|

| ASSOCIATED TRUST COMPANY, N.A.|Other Service Provider|$55,429|—|$55,429|

### Verified Provider Profiles

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

- [FRANCIS LLC](https://planprovider.pro/provider/francis-llc) — Investment Advisor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $154,414

- **Estimated Expense Ratio:** 0.195% 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|$154,414|$96,080|—|—|—|

| 2023|$140,892|$86,950|—|—|—|

| 2022|$138,431|$129,309|—|—|—|

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