Plan Snapshot
- Plan Sponsor: Sirius Global Services, LLC
- Sponsor EIN: 743152132
- Sponsor Address: 1 WORLD TRADE CENTER 285 FULTON STR, NEW YORK, NY, 10003
- Plan Type: 401(k)
- Total Participants: 617
- Total Assets: $118.0M
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 | 617 | $118.0M | $4.2M | $6.3M |
| 2023 | 598 | $102.4M | $3.6M | $5.8M |
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 |
|---|---|---|---|---|
| EMPOWER LIFE & ANNUITY INSURANCE CO | RECORDKEEPER | $57,488 | — | $57,488 |
| EMPOWER ADVISORY GROUP, LLC | INVESTMENT MGMT | $11,700 | — | $11,700 |
| BAKER TILLY US, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BAKER TILLY US, LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $69,188
- Estimated Expense Ratio: 0.059% 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 | $85,083 | $11,700 | — | — | — |
| 2023 | $42,033 | $3,777 | — | — | — |