Plan Snapshot
- Plan Sponsor: Siskin Enterprises, INC.
- Sponsor EIN: 870345206
- Sponsor Address: PO BOX 58, SALT LAKE CITY, UT, 84110
- Plan Type: 401(k)
- Total Participants: 155
- Total Assets: $10.5M
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 | 155 | $10.5M | $553,664 | $916,575 |
| 2023 | 146 | $8.1M | $445,284 | $801,393 |
| 2022 | 154 | $6.7M | $397,060 | $689,466 |
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 |
|---|---|---|---|---|
| GLOBAL RETIREMENT PARTNERS LLC | Investment Advisor | $17,889 | — | $17,889 |
| UNITED 401(K) PLANS INC | Other Service Provider | $12,921 | — | $12,921 |
| EMPOWER ANNUITY INSURANCE COMPANY O | Recordkeeper | $10,004 | — | $10,004 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $40,814
- Estimated Expense Ratio: 0.390% 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 | $39,218 | — | $39,218 | — | — |
| 2023 | $24,161 | — | $20,191 | — | — |
| 2022 | $42,115 | — | — | — | — |