Plan Snapshot
- Plan Sponsor: The Sewickley Car Store, INC.
- Sponsor EIN: 251303131
- Sponsor Address: 526 OHIO RIVER BOULEVARD, SEWICKLEY, PA, 15143
- Plan Type: 401(k)
- Plan Number: 501
- Total Participants: 43
- Total Assets: $147,901
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2025 | 43 | $147,901 | $0 | $0 |
| 2024 | 73 | $5,668 | $629,028 | $220,124 |
| 2023 | 48 | $32,227 | $502,284 | $204,992 |
| 2022 | 56 | $3,125 | $389,699 | $201,835 |
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 |
|---|---|---|---|---|
| THE BENECON GROUP | Investment Advisor | $45,813 | — | $45,813 |
| COURY HEALTH SERVICES | Investment Advisor | $16,613 | — | $16,613 |
| HIGHMARK WEST | Other Service Provider | $14,531 | — | $14,531 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $76,957
- Estimated Expense Ratio: 52.033% of plan assets
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 |
|---|---|---|---|---|---|
| 2025 | $804,506 | — | — | — | — |
| 2024 | $906,809 | — | — | — | — |
| 2023 | $694,243 | — | — | — | — |
| 2022 | $615,974 | — | — | — | — |