# Sg Administration, LLC 401(k) Plan
Source: https://planprovider.pro/companies/sg-administration-lp-401k-plan

> Sg Administration, LLC's 401(k) plan: 719 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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.](https://planprovider.pro/provider/creative-planning) — ADVISOR

- [FIDELITY INVESTMENTS INSTITUTIONAL](https://planprovider.pro/provider/fidelity-investments) — RECORDKEEPER

- [WEAVER AND TIDWELL, L.L.P.](https://planprovider.pro/provider/weaver-and-tidwell-llp) — 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|—|—|—|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/sg-administration-lp-401k-plan)

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