# The Sargents Group 401(k) Plan
Source: https://planprovider.pro/companies/the-sargents-group-401k-plan

> The Sargents Group's 401(k) plan: 102 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** The Sargents Group

- **Sponsor EIN:** 251398462

- **Sponsor Address:** 210 MAIN ST, JOHNSTOWN, PA, 15901

- **Plan Type:** 401(k)

- **Total Participants:** 102

- **Total Assets:** $4.3M

## 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|102|$4.3M|$17,911|$111,102|

| 2023|68|$4.1M|$16,499|$100,118|

| 2022|266|$3.9M|$19,600|$115,208|

## 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|

| S.R. SNODGRASS, P.C|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [S.R. SNODGRASS, P.C](https://planprovider.pro/provider/s-r-snodgrass-pc) — 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|$318,149|—|$632|—|—|

| 2023|$473,031|—|$393|—|—|

| 2022|$242|—|—|—|$242|

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