Plan Snapshot
- Plan Sponsor: Sg Services INC
- Sponsor EIN: 823258669
- Sponsor Address: 213 S ROGERS ST STE 2, BLOOMINGTON, IN, 474044928
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 200
- Total Assets: $12.3M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- 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. |
|---|---|---|---|---|
| 2025 | 200 | $12.3M | $0 | $0 |
| 2024 | 158 | $9.5M | $377,557 | $723,251 |
| 2023 | 167 | $7.0M | $271,284 | $548,033 |
| 2022 | 125 | $5.1M | $225,431 | $409,304 |
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 |
|---|---|---|---|---|
| BLUE & CO. LLC | Auditor | — | — | $0 |
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 |
|---|---|---|---|---|---|
| 2025 | $180,566 | — | $770 | — | — |
| 2024 | $38,697 | — | — | — | — |
| 2023 | $30,604 | — | — | — | — |
| 2022 | $30,400 | — | — | — | — |