Plan Snapshot
- Plan Sponsor: Set Environmental, INC.
- Sponsor EIN: 363018246
- Sponsor Address: 450 SUMAC ROAD, WHEELING, IL, 60090
- Plan Type: 401(k)
- Total Participants: 621
- Total Assets: $44.0M
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 | 621 | $44.0M | $429,992 | $3.7M |
| 2023 | 598 | $36.5M | $0 | $3.3M |
| 2022 | 532 | $30.3M | $0 | $2.8M |
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 |
|---|---|---|---|---|
| SENTINEL BENEFITS GROUP, INC. | N/A | $106,401 | — | $106,401 |
| SENTINEL PENSION ADVISORS | N/A | $67,309 | — | $67,309 |
| FIDELITY INVESTMENTS | N/A | $12,225 | — | $12,225 |
| FORVIS MAZARS, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- SENTINEL BENEFITS GROUP, INC. — N/A
- SENTINEL PENSION ADVISORS — N/A
- FIDELITY INVESTMENTS — N/A
- FORVIS MAZARS, LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $185,935
- Estimated Expense Ratio: 0.422% 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 | $185,935 | $67,309 | — | — | — |
| 2023 | $149,115 | $55,907 | — | — | — |
| 2022 | $149,434 | $55,424 | — | — | $94,010 |