Plan Snapshot
- Plan Sponsor: Santa Fuel, INC.
- Sponsor EIN: 060679846
- Sponsor Address: 154 ADMIRAL STREET, BRIDGEPORT, CT, 06605
- Plan Type: 401(k)
- Total Participants: 209
- Total Assets: $30.0M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 209 | $30.0M | $388,253 | $1.1M |
| 2023 | 163 | $27.4M | $460,325 | $1.2M |
| 2022 | 202 | $25.6M | $515,149 | $1.3M |
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 |
|---|---|---|---|---|
| WALSH & DICKINSON | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- WALSH & DICKINSON — 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 | $35,225 | $34,000 | — | — | — |
| 2023 | $27,290 | $25,485 | — | — | — |
| 2022 | $1,085 | — | $1,085 | — | — |