Plan Snapshot
- Plan Sponsor: Seymour Midwest LLC
- Sponsor EIN: 351986598
- Sponsor Address: 2666 S. COUNTRY CLUB ROAD, WARSAW, IN, 46580
- Plan Type: 401(k)
- Total Participants: 105
- Total Assets: $4.0M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- 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 | 105 | $4.0M | $75,037 | $163,371 |
| 2023 | 120 | $3.5M | $79,649 | $182,923 |
| 2022 | 132 | $2.9M | $77,016 | $172,351 |
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 |
|---|---|---|---|---|
| BADEN GAGE & SCHROEDER, LLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BADEN GAGE & SCHROEDER, LLC — 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 | $36,157 | $20,291 | — | — | — |
| 2023 | $26,194 | $17,012 | — | — | — |
| 2022 | $27,283 | — | — | — | $27,283 |