# Cw Suter & Son, INC. 401(k) Plan
Source: https://planprovider.pro/companies/cw-suter-son-inc-401k-plan

> Cw Suter & Son, INC.'s 401(k) plan: 172 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Cw Suter & Son, INC.

- **Sponsor EIN:** 470528839

- **Sponsor Address:** 1800 11TH STREET, SIOUX CITY, IA, 51101

- **Plan Type:** 401(k)

- **Total Participants:** 172

- **Total Assets:** $13.5M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **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|172|$13.5M|$474,065|$1.0M|

| 2023|145|$11.0M|$423,073|$869,108|

| 2022|130|$8.6M|$339,959|$635,759|

## 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|

| SECURITY NATIONAL BANK|TRUSTEE|$45,855|—|$45,855|

| HENJES, CONNER & WILLIAMS PC|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [HENJES, CONNER & WILLIAMS PC](https://planprovider.pro/provider/henjes-conner-and-williams-pc) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $45,855

- **Estimated Expense Ratio:** 0.339% 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|$50,008|$45,855|—|—|—|

| 2023|$41,366|$38,630|—|—|—|

| 2022|$39,393|$39,393|—|—|—|

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