Plan Snapshot
- Plan Sponsor: Sewer Equipment Company Of America
- Sponsor EIN: 362786536
- Sponsor Address: 1590 DUTCH RD, DIXON, IL, 61021
- Plan Type: 401(k)
- Total Participants: 341
- Total Assets: $12.1M
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 | 341 | $12.1M | $339,857 | $1.1M |
| 2023 | 286 | $10.3M | $255,307 | $861,985 |
| 2022 | 234 | $7.6M | $199,958 | $701,387 |
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 |
|---|---|---|---|---|
| ASCENSUS LLC | NONE | $37,026 | — | $37,026 |
| WIPFLI | NONE | $20,354 | — | $20,354 |
| WIPELI LLP | Auditor | $20,354 | — | $20,354 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- WIPELI LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $77,734
- Estimated Expense Ratio: 0.643% 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 | $57,380 | — | $37,026 | $20,354 | — |
| 2023 | $37,836 | — | $32,586 | — | — |
| 2022 | $39,199 | — | $29,249 | — | $9,950 |