Plan Snapshot
- Plan Sponsor: Social Current
- Sponsor EIN: 391709925
- Sponsor Address: P.O. BOX 3493, STURTEVANT, WI, 53177
- Plan Type: 401(k)
- Total Participants: 72
- Total Assets: $12.7M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 72 | $12.7M | $262,079 | $436,510 |
| 2023 | 71 | $12.7M | $274,919 | $442,902 |
| 2022 | 78 | $10.7M | $269,622 | $397,154 |
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 |
|---|---|---|---|---|
| GRF CPA'S & ADVISORS | Auditor | — | — | $0 |
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 | $48,471 | $38,286 | $10,185 | — | — |
| 2023 | $45,056 | $34,223 | $10,833 | — | — |
| 2022 | $45,999 | $3,250 | $42,749 | — | — |