# Sezzle, INC. 401(k) Plan
Source: https://planprovider.pro/companies/sezzle-inc-401k-plan

> Sezzle, INC.'s 401(k) plan: 226 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Sezzle, INC.

- **Sponsor EIN:** 810971660

- **Sponsor Address:** 251 1ST AVE N, MINNEAPOLIS, MN, 55401

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

- **Total Participants:** 226

- **Total Assets:** $15.3M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** Yes

- **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|226|$15.3M|$1.5M|$2.1M|

| 2023|224|$10.4M|$1.3M|$1.8M|

| 2022|229|$6.5M|$1.3M|$2.1M|

## 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|

| EIDE BAILLY LLP|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [EIDE BAILLY LLP](https://planprovider.pro/provider/eide-bailly-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|$73,602|$34,573|—|—|—|

| 2023|$76,179|$28,975|—|—|—|

| 2022|$68,035|$1,849|—|—|—|

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