Plan Snapshot
- Plan Sponsor: The Sefa Group, INC.
- Sponsor EIN: 581265568
- Sponsor Address: 217 CEDAR ROAD, LEXINGTON, SC, 29073
- Plan Type: DC
- Total Participants: 0
- Total Assets: $0
Key Plan Design Features
- Auto-Enrollment: No
- 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. |
|---|---|---|---|---|
| 2023 | 0 | $0 | $929,656 | $1.8M |
| 2022 | 485 | $21.6M | $767,686 | $1.7M |
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 |
|---|---|---|---|---|
| CETERA ADVISOR NETWORKS LLC | ADVISOR | $55,980 | — | $55,980 |
| BAUKNIGHT PIETRAS AND STORMER PA | Auditor | $12,780 | — | $12,780 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BAUKNIGHT PIETRAS AND STORMER PA — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $68,760
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 |
|---|---|---|---|---|---|
| 2023 | $41,553 | $37,084 | — | $12,780 | — |
| 2022 | $42,366 | — | — | — | — |