# The Siegfried Group, LLP 401(k) Plan
Source: https://planprovider.pro/companies/the-siegfried-group-llp-401k-plan

> The Siegfried Group, LLP's 401(k) plan: 1,269 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** The Siegfried Group, LLP

- **Sponsor EIN:** 510378135

- **Sponsor Address:** 1201 N MARKET ST STE 700, WILMINGTON, DE, 19801

- **Plan Type:** 401(k)

- **Total Participants:** 1,269

- **Total Assets:** $252.4M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** Yes

- **Participant Loans:** Yes

- **Participant-Directed Investments:** Yes

- **ERISA Section 404(c) Fiduciary Safe Harbor:** Yes

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|1,269|$252.4M|$8.9M|$18.1M|

| 2023|1,322|$207.2M|$9.2M|$17.9M|

| 2022|1,421|$154.2M|$10.5M|$15.7M|

## 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|

| EISNERAMPER LLP|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [EISNERAMPER LLP](https://planprovider.pro/provider/eisneramper-llp) — Auditor

## 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|$134,281|$80,685|—|—|—|

| 2023|$113,213|$62,371|—|—|—|

| 2022|$68,846|$49,024|—|—|—|

## Similar Plans

- [Belfint Lyons & Shuman P.A.](https://planprovider.pro/companies/belfint-lyons-shuman-p-a-plan) — 88 participants

- [Lachall Lee LLP](https://planprovider.pro/companies/lachall-lee-llp-plan) — 6 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/the-siegfried-group-llp-401k-plan)

© 2026 PlanProvider.Pro