The Sefa Group, INC. DC Plan

Form 5500 filing data for plan year 2022.

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

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
20230$0$929,656$1.8M
2022485$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 LLCADVISOR$55,980$55,980
BAUKNIGHT PIETRAS AND STORMER PAAuditor$12,780$12,780

Verified Provider Profiles

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

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

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