Plan Ledger DOL Form 5500 · updated monthly

Sgii, Inc.401(k)

THE SENEGENCE 401(K) PLAN · FOOTHILL RANCH, CA · plan year 2023

Reported admin expense ratio · 2023
0.45%

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

Sgii, Inc. reported $23,735 in plan administrative expenses for 2023: 0.45% of average plan assets, below the peer median. Employer contributions averaged $165 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.

Across the 2 years on file its reported administrative ratio fell from 0.47% to 0.43%. The plan sits in the $1M–$10M size bracket, benchmarked here against 22,307 comparable plans and shown alongside other wholesale trade employers. By assets it is among the smaller plans on file in California (6,753rd of 9,483), and 3,532nd of 4,246 in wholesale trade. In 2023, employees put in $22.24 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$5,795,753
Participants with balances110
Active participants207
Employer contributions$34,077
Employee contributions$757,720
Employer contribution per active participant$165
Average account balance$52,689
Benefits paid to participants$681,604
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$5.5M · 90 accts · $65K emplr
2023$5.8M · 110 accts · $34K emplr
2022$4.7M · 117 accts · $175K emplr
Administrative expenses, itemized · 2023
Recordkeeping & contract admin$9,342
Investment management$12,583
Total administrative$23,735
The Sgii, Inc. 401(k) match · 2023
Employer contribution per active participant$165
Median for plans this size$1,308
2024$366 per active participant
2023$165 per active participant
2022$873 per active participant

Sgii, Inc.'s 2023 employer contribution ran below the $1,308 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 2023 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20232
T. ROWE PRICE RETIREMENT PLAN SVCS · Recordkeeping · Loan processing$9,270
LPL FINANCIAL LLC - RPCP · Investment advisory (participants)$12,583

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Recordkeeper by year2
2024T. Rowe Price
2023T. Rowe Price

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$24,160 · 0.43%
2023$23,735 · 0.45%
2022$23,356 · 0.47%
Same employer
Similar plansWholesale Trade · California
Bonney Plumbing LLC CA$6.0M · 0.81%
Headstart Nursery, Inc. CA$6.0M · 0.49%
All-Tex, Inc. CA$6.0M · 0.33%
Hyper Ice, Inc. CA$5.9M · 0.04%
S.J. Distributors, LLC CA$5.7M · 0.08%
88 International, Inc. CA$5.7M · 0.12%

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Source: U.S. Department of Labor, Form 5500 series, EIN 330852416 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.