# Service To Achieve Growth And Em 401(k) Plan
Source: https://planprovider.pro/companies/service-to-achieve-growth-and-em-401k-plan

> Service To Achieve Growth And Em's 401(k) plan: 212 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Service To Achieve Growth And Em

- **Sponsor EIN:** 205278257

- **Sponsor Address:** 1305 DEL NORTE RD, CAMARILLO, CA, 93010

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

- **Total Participants:** 212

- **Total Assets:** $784,571

## 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|212|$784,571|$0|$460,082|

| 2023|222|$403,701|$0|$402,426|

## 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|

| ALEXANDER & WILLIAMS LLC|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [ALEXANDER & WILLIAMS LLC](https://planprovider.pro/provider/alexander-and-williams-llc) — Auditor

## 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|$8,711|—|—|—|—|

| 2023|$3,968|$719|—|—|—|

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