Seven Isles Capital 401(k) match, vesting and fees
What Seven Isles Capital's 401(k) plan says about matching contributions
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | Wells Fargo Advisors | Schedule C ↗ |
| Independent auditor | Baratz & Associates, P.A. (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
| Late participant contributions | Reported on the filing | Schedule H ↗ |
How the plan compares
Plan year 2024 medians for 398 defined-contribution plans in management of companies and enterprises with 100 to 499 participants.
| Seven Isles Capital: employer contribution per participant | $790 | |
| Peer median | $2,051 |
| Seven Isles Capital: average balance | $23,478 | |
| Peer median | $71,053 |
| Seven Isles Capital: admin expenses ÷ assets | 1.11% | |
| Peer median | 0.25% |
Admin expenses are the plan's reported administrative expenses divided by its assets; they do not include fund expense ratios.
Plan history
Plan assets were $6.9M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 826 | $6.9M | $232K | $790 | 1.11% | Not published | Form 5500 ↗ |
Common questions
Does Seven Isles Capital match 401(k) contributions?
The match terms for the Sic LLC 401(k) Plan have not been published from its filing yet. The plan year 2024 filing reports $232K in employer contributions, about $790 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Seven Isles Capital 401(k) match vested?
The vesting schedule for the Sic LLC 401(k) Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Seven Isles Capital 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Wells Fargo Advisors. The plan administrator is Seven Isles Capital LLC.
I left Seven Isles Capital. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Seven Isles Capital LLC, (570) 401-6409) or the recordkeeper, Wells Fargo Advisors. The Seven Isles Capital old 401(k) page lists the contacts from every plan filing. Find an old Seven Isles Capital 401(k)
Data from the public Form 5500 annual reports Seven Isles Capital filed with the U.S. Department of Labor (plan years 2024) and, where noted, the attached independent auditor's report. Plan terms may have changed since the filing; check your current Summary Plan Description. PlanFacts is not affiliated with Seven Isles Capital. Not financial advice. Report a correction · Methodology