# Sg360 401(k) Plan
Source: https://planprovider.pro/companies/sg360-401k-plan

> Sg360's 401(k) plan: 767 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Sg360

- **Sponsor EIN:** 362324752

- **Sponsor Address:** 1351 S. WHEELING ROAD, WHEELING, IL, 60090

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

- **Total Participants:** 767

- **Total Assets:** $88.9M

## 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.|

| 2024|767|$88.9M|$1.4M|$4.8M|

| 2023|815|$82.7M|$1.9M|$4.8M|

| 2022|853|$73.4M|$2.0M|$4.5M|

## 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|

| VOYA RETIREMENT INSURANCE & ANNUITY|RECORDKEEPER|$134,147|—|$134,147|

| FIDUCIENT ADVISORS LLC|RECORDKEEPER|$33,750|—|$33,750|

| VOYA RETIREMENT ADVISORS, LLC|SERVICE PROVIDER|$15,118|—|$15,118|

| PLANTE & MORAN, PLLC|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [PLANTE & MORAN, PLLC](https://planprovider.pro/provider/plante-and-moran-pllc) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $183,015

- **Estimated Expense Ratio:** 0.206% 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|$182,161|$48,887|$127,121|—|—|

| 2023|$166,849|$9,267|$154,232|—|—|

| 2022|$190,179|—|—|—|—|

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