# Set Environmental, INC. 401(k) Plan
Source: https://planprovider.pro/companies/set-environmental-inc-401k-plan

> Set Environmental, INC.'s 401(k) plan: 621 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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.](https://planprovider.pro/provider/sentinel-group) — N/A

- [SENTINEL PENSION ADVISORS](https://planprovider.pro/provider/sentinel-group) — N/A

- [FIDELITY INVESTMENTS](https://planprovider.pro/provider/fidelity-investments) — N/A

- [FORVIS MAZARS, LLP](https://planprovider.pro/provider/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|

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