Plan Snapshot
- Plan Sponsor: Seven Corners, INC.
- Sponsor EIN: 352025404
- Sponsor Address: 303 CONGRESSIONAL BOULEVARD, CARMEL, IN, 46032
- Plan Type: 401(k)
- Total Participants: 132
- Total Assets: $13.3M
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 | 132 | $13.3M | $432,941 | $864,334 |
| 2023 | 148 | $11.5M | $475,990 | $880,029 |
| 2022 | 175 | $9.4M | $433,513 | $779,045 |
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 |
|---|---|---|---|---|
| KATZ, SAPPER & MILLER, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- KATZ, SAPPER & MILLER, LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $24,477 | — | $24,477 | — | — |
| 2023 | $23,913 | — | $23,913 | — | — |
| 2022 | $22,504 | — | $22,504 | — | — |