Plan Snapshot
- Plan Sponsor: Sesami Cash Management Technologies Corporation
- Sponsor EIN: 204174332
- Sponsor Address: 2025 WEST BELT LINE ROAD, CARROLLTON, TX, 75006
- Plan Type: 401(k)
- Total Participants: 454
- Total Assets: $24.4M
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 | 454 | $24.4M | $734,832 | $1.9M |
| 2023 | 300 | $16.8M | $524,721 | $1.7M |
| 2022 | 298 | $13.1M | $537,436 | $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 |
|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE | RECORDKEEPER | $104,348 | — | $104,348 |
| PLEXUS FINANCIAL SERVICES LLC | BROKER/ADVISER | — | $33,391 | $33,391 |
| EMPOWER ADVISORY GROUP, LLC | INVESTMENT MGMT | $9,927 | — | $9,927 |
| BAKER TILLY US, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BAKER TILLY US, LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $147,666
- Estimated Expense Ratio: 0.606% 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 |
|---|---|---|---|---|---|
| 2024 | $108,244 | — | — | — | — |
| 2023 | $127,391 | $25,676 | — | $25,954 | — |
| 2022 | $120,108 | — | $120,108 | — | — |