Plan Snapshot
- Plan Sponsor: Seven Z Enterprises, INC.
- Sponsor EIN: 251443577
- Sponsor Address: 1025 WASHINGTON PIKE, BRIDGEVILLE, PA, 15017
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 0
- Total Assets: $5.9M
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. |
|---|---|---|---|---|
| 2023 | 0 | $5.9M | $132,776 | $232,227 |
| 2022 | 257 | $5.6M | $149,253 | $265,844 |
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 |
|---|---|---|---|---|
| EMPOWER ANNUITY INS. CO. OF AMERICA | Recordkeeper | $40,201 | — | $40,201 |
| KESTRA INVESTMENT SERVICES, LLC | Investment Advisor | $836 | $23,331 | $24,167 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $64,368
- Estimated Expense Ratio: 1.086% 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 |
|---|---|---|---|---|---|
| 2023 | $40,531 | — | $40,531 | — | — |
| 2022 | $40,658 | — | $40,658 | — | — |