Plan Ledger DOL Form 5500 · updated monthly

Sequium Asset Solutions, LLC401(k)

SEQUIUM ASSET SOLUTIONS, LLC EMPLOYEES SAVINGS TRUST · MARIETTA, GA · plan year 2022

Reported admin expense ratio · 2022
1.02%

Peer grade: D · admin costs + employer contributions vs same-size plans · how grading works

Sequium Asset Solutions, LLC reported $11,961 in plan administrative expenses for 2022: 1.02% of average plan assets, higher than ~75% of peers. Employer contributions averaged $281 per active participant. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

The plan sits in the $1M–$10M size bracket, benchmarked here against 30,021 comparable plans and shown alongside other administrative & support services employers. By assets it is among the smaller plans on file in Georgia (2,034th of 2,160), and 2,175th of 2,534 in administrative & support services. In 2022, employees put in $5.11 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$1,075,889
Participants with balances55
Active participants108
Employer contributions$30,388
Employee contributions$155,341
Employer contribution per active participant$281
Average account balance$19,562
Benefits paid to participants$101,149
Plan auditUnmodified (clean) audit opinion
AuditorJ&L CPAS
Administrative expenses, itemized · 2022
Recordkeeping & contract admin$11,961
Total administrative$11,961
The Sequium Asset Solutions, LLC 401(k) match · 2022
Employer contribution per active participant$281
Median for plans this size$1,114

Sequium Asset Solutions, LLC's 2022 employer contribution ran below the $1,114 median for plans its size, in the bottom quarter of its peers. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

What these fees cost you

Annual cost at the plan's reported 2022 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history1
2022$11,961 · 1.02%
Similar plansAdministrative & Support Services · Georgia
Lno, Inc. GA$1.5M · 1.02%
Strategic Alliances, Inc. GA$929K · 0.97%

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Source: U.S. Department of Labor, Form 5500 series, EIN 812856541 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.