# Seton Home Study School 401(k) Plan
Source: https://planprovider.pro/companies/seton-home-study-school-401k-plan

> Seton Home Study School's 401(k) plan: 152 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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.](https://planprovider.pro/provider/paychex) — RECORDKEEPER

- [KOSITZKA, WICKS AND COMPANY](https://planprovider.pro/provider/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|—|—|

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