# Setex, INC. 401(k) Plan
Source: https://planprovider.pro/companies/setex-inc-341570556-001

> Setex, INC.'s 401(k) plan: 354 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

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

- **Sponsor EIN:** 341570556

- **Sponsor Address:** 1111 MCKINLEY ROAD, SAINT MARYS, OH, 45885

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

- **Plan Number:** 001

- **Total Participants:** 354

- **Total Assets:** $52.5M

## 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|354|$52.5M|$1.1M|$1.7M|

| 2023|369|$52.4M|$1.2M|$1.9M|

| 2022|373|$48.3M|$1.2M|$2.0M|

## 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|

| EVERHART FINANCIAL GROUP INC|Investment Advisor|$51,059|—|$51,059|

| FIDELITY INVESTMENTS INSTITUTIONAL|Recordkeeper|$39,164|—|$39,164|

### Verified Provider Profiles

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

- [EVERHART FINANCIAL GROUP INC](https://planprovider.pro/provider/everhart-advisors) — Investment Advisor

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

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $90,223

- **Estimated Expense Ratio:** 0.172% 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|$90,223|$51,059|—|—|—|

| 2023|$77,243|$45,985|$300|—|—|

| 2022|$84,966|—|—|—|—|

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