# Severson & Werson DC Plan
Source: https://planprovider.pro/companies/severson-werson-plan-001

> Severson & Werson's DC plan: 63 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Severson & Werson

- **Sponsor EIN:** 942774518

- **Sponsor Address:** 595 MARKET STREET SUITE 2600, SAN FRANCISCO, CA, 94105

- **Plan Type:** DC

- **Total Participants:** 63

- **Total Assets:** $52.8M

## Key Plan Design Features

- **Auto-Enrollment:** No

- **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|63|$52.8M|$525,141|$667,355|

| 2023|66|$51.6M|$775,305|$763,226|

| 2022|70|$48.1M|$463,668|$777,875|

## 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|

| BPM LLP|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [BPM LLP](https://planprovider.pro/provider/bpm-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|$116,242|$49,898|—|—|—|

| 2023|$115,038|$49,146|—|—|—|

| 2022|$120,532|$52,423|$67,809|—|$300|

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