Plan Snapshot
- Plan Sponsor: Seton Home Study School
- Sponsor EIN: 541536812
- Sponsor Address: 1350 PROGRESS DR, FRONT ROYAL, VA, 226306425
- Plan Type: 401(k)
- Total Participants: 152
- Total Assets: $3.8M
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 | 152 | $3.8M | $119,028 | $182,780 |
| 2023 | 151 | $3.4M | $112,345 | $173,533 |
| 2022 | 148 | $3.0M | $104,909 | $186,000 |
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 |
|---|---|---|---|---|
| PAYCHEX, INC. | RECORDKEEPER | $7,623 | — | $7,623 |
| KOSITZKA, WICKS AND COMPANY | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- PAYCHEX, INC. — RECORDKEEPER
- KOSITZKA, WICKS AND COMPANY — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $7,623
- Estimated Expense Ratio: 0.202% 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 | $8,294 | $320 | $7,114 | — | — |
| 2023 | $6,429 | $234 | $5,335 | — | — |
| 2022 | $5,196 | $186 | $5,010 | — | — |