Plan Snapshot
- Plan Sponsor: Sg Administration, LLC
- Sponsor EIN: 300135502
- Sponsor Address: 9331 CORPORATE DRIVE, SELMA, TX, 78154
- Plan Type: 401(k)
- Total Participants: 719
- Total Assets: $118.8M
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 | 719 | $118.8M | $3.8M | $4.9M |
| 2023 | 617 | $103.7M | $3.4M | $4.3M |
| 2022 | 597 | $88.1M | $3.2M | $4.0M |
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 |
|---|---|---|---|---|
| IF ADVISORS, LLC | CONSULTANT | $55,168 | — | $55,168 |
| STRATEGIC ADVISORS, INC. | ADVISOR | $42,669 | — | $42,669 |
| FIDELITY INVESTMENTS INSTITUTIONAL | RECORDKEEPER | $28,160 | — | $28,160 |
| WEAVER AND TIDWELL, L.L.P. | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- STRATEGIC ADVISORS, INC. — ADVISOR
- FIDELITY INVESTMENTS INSTITUTIONAL — RECORDKEEPER
- WEAVER AND TIDWELL, L.L.P. — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $125,997
- Estimated Expense Ratio: 0.106% 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 | $125,997 | $42,669 | $1,200 | — | — |
| 2023 | $129,721 | $32,068 | $900 | — | — |
| 2022 | $129,759 | $28,262 | — | — | — |