Plan Snapshot
- Plan Sponsor: The Seer Group LLC
- Sponsor EIN: 823222403
- Sponsor Address: 4601 S 134TH PLACE, SEATTLE, WA, 98168
- Plan Type: 401(k)
- Total Participants: 1,834
- Total Assets: $47.5M
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 | 1,834 | $47.5M | $3.0M | $5.6M |
| 2023 | 1,689 | $44.6M | $2.4M | $4.3M |
| 2022 | 886 | $35.4M | $1.8M | $3.4M |
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 |
|---|---|---|---|---|
| OPSAHLDAWSON&COLLP | 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 | $13,035 | — | — | — | — |
| 2023 | $5,125 | — | $5,125 | — | — |
| 2022 | $5,601 | — | — | — | $5,601 |