Plan Snapshot
- Plan Sponsor: Sesco Lighting, INC.
- Sponsor EIN: 591199515
- Sponsor Address: 222 WEST MAITLAND BLVD, MAITLAND, FL, 32751
- Plan Type: 401(k)
- Total Participants: 436
- Total Assets: $23.6M
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 | 436 | $23.6M | $0 | $2.6M |
| 2023 | 403 | $19.5M | $0 | $2.3M |
| 2022 | 351 | $16.2M | $0 | $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 |
|---|---|---|---|---|
| EDWARD D. JONES & CO., L.P. | RIA | $52,264 | — | $52,264 |
| PURVIS, GRAY AND COMPANY | Auditor | — | — | $0 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $52,264
- Estimated Expense Ratio: 0.222% 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 | $115,691 | $56,446 | $59,245 | — | — |
| 2023 | $113,955 | $45,550 | $68,405 | — | — |
| 2022 | $111,752 | — | — | — | — |