# Severson Group, Incorporated 401(k) Plan
Source: https://planprovider.pro/companies/severson-group-incorporated-401k-plan

> Severson Group, Incorporated's 401(k) plan: 144 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Severson Group, Incorporated

- **Sponsor EIN:** 330392655

- **Sponsor Address:** 3601 SERPENTINE DR, LOS ALAMITOS, CA, 907202440

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

- **Total Participants:** 144

- **Total Assets:** $26.6M

## 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|144|$26.6M|$0|$0|

| 2023|189|$21.1M|$0|$0|

| 2020|196|$16.1M|$0|$0|

| 2019|184|$13.8M|$0|$0|

## 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|

| BAKER TILLY US, LLP|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [BAKER TILLY US, LLP](https://planprovider.pro/provider/baker-tilly-us-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|$70,611|—|$70,611|—|—|

| 2023|$58,656|—|$58,656|—|—|

| 2020|$3,678|—|$3,678|—|—|

| 2019|$2,443|—|$2,443|—|—|

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