Plan Snapshot
- Plan Sponsor: American Sugar Refining, INC.
- Sponsor EIN: 133366163
- Sponsor Address: 1 FEDERAL ST, YONKERS, NY, 10702
- Plan Type: 401(k)
- Total Participants: 1,222
- Total Assets: $212.8M
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 | 1,222 | $212.8M | $6.8M | $8.1M |
| 2023 | 1,036 | $182.8M | $6.8M | $7.5M |
| 2022 | 854 | $156.5M | $5.8M | $6.5M |
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 |
|---|---|---|---|---|
| WEAVER AND TIDWELL LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- WEAVER AND TIDWELL 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 | $188,997 | $81,363 | — | — | — |
| 2023 | $166,474 | $82,822 | $1,200 | — | — |
| 2022 | $197,924 | $77,040 | — | — | — |