# Sgi, INC. 401(k) Plan
Source: https://planprovider.pro/companies/sgi-inc-401k-plan-001-5834

> Sgi, INC.'s 401(k) plan: 142 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|

| MORGAN STANLEY SMITH BARNEY LLC|INVESTMENT ADVISOR|$33,679|—|$33,679|

| FIDELITY INVESTMENTS INSTITUTIONAL|RECORDKEEPER|$23,084|—|$23,084|

| LEVITZACKS CPAS, LLP|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [MORGAN STANLEY SMITH BARNEY LLC](https://planprovider.pro/provider/morgan-stanley) — INVESTMENT ADVISOR

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

- [LEVITZACKS CPAS, LLP](https://planprovider.pro/provider/levitzacks-cpas-llp) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $56,763

- **Estimated Expense Ratio:** 0.373% 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|$58,393|$35,309|—|—|—|

| 2023|$13,604|$33|—|—|—|

| 2022|$1,080|—|—|—|—|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/sgi-inc-401k-plan-001-5834)

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