Plan Snapshot
- Plan Sponsor: Sgi, INC.
- Sponsor EIN: 222365834
- Sponsor Address: 1550 SCENIC AVE, SUITE 150, COSTA MESA, CA, 92626
- Plan Type: 401(k)
- Total Participants: 142
- Total Assets: $15.2M
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 | 142 | $15.2M | $385,731 | $1.3M |
| 2023 | 148 | $12.5M | $313,836 | $1.0M |
| 2022 | 107 | $9.8M | $245,913 | $822,710 |
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 |
|---|---|---|---|---|
| LEVITZACKS CPAS, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- LEVITZACKS CPAS, 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 | $58,393 | $35,309 | — | — | — |
| 2023 | $13,604 | $33 | — | — | — |
| 2022 | $1,080 | — | — | — | — |