# Sewell Family Of Companies INC. 401(k) Plan
Source: https://planprovider.pro/companies/sewell-family-of-companies-inc-401k-plan

> Sewell Family Of Companies INC.'s 401(k) plan: 620 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Sewell Family Of Companies INC.

- **Sponsor EIN:** 750715754

- **Sponsor Address:** 4400 PARKS LEGADO RD, ODESSA, TX, 797658998

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

- **Total Participants:** 620

- **Total Assets:** $18.1M

## 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|620|$18.1M|$0|$1.6M|

| 2023|640|$15.1M|$0|$1.3M|

| 2022|400|$11.2M|$0|$1.1M|

## 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|

| STA BENEFITS LTD|RETAINED EMPLOYER|$52,900|—|$52,900|

| JOHN HANCOCK|RECORDKEEPING|$44,875|—|$44,875|

| NFP RETIREMENT|RETAINED BY EMPLOYER|$14,334|—|$14,334|

| WILSHIRE ASSOCIATES INC.|RETAINED BY EMPLOYER|$7,557|—|$7,557|

| PLANTE & MORAN, PLLC|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [JOHN HANCOCK](https://planprovider.pro/provider/john-hancock) — RECORDKEEPING

- [WILSHIRE ASSOCIATES INC.](https://planprovider.pro/provider/john-hancock) — RETAINED BY EMPLOYER

- [PLANTE & MORAN, PLLC](https://planprovider.pro/provider/plante-and-moran-pllc) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $119,666

- **Estimated Expense Ratio:** 0.660% 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|$119,665|$75,140|$44,525|—|—|

| 2023|$8,068|—|$4,268|—|—|

| 2022|$6,950|—|$6,950|—|—|

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