Plan Snapshot
- Plan Sponsor: The Sedona Group, Ltd.
- Sponsor EIN: 832397719
- Sponsor Address: 612 VALLEY VIEW DRIVE, MOLINE, IL, 612656145
- Plan Type: 401(k)
- Total Participants: 228
- Total Assets: $17.2M
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 | 228 | $17.2M | $522,953 | $1.1M |
| 2023 | 221 | $15.4M | $560,498 | $1.2M |
| 2022 | 209 | $12.3M | $543,588 | $1.2M |
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 |
|---|---|---|---|---|
| ANDERSON, LOWER, WHITLOW, P.C. | 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 | $73,742 | — | $3,128 | — | — |
| 2023 | $61,469 | — | $1,750 | — | — |
| 2022 | $58,732 | — | $58,732 | — | — |