Plan Snapshot
- Plan Sponsor: Sarris Candies, INC.
- Sponsor EIN: 251401248
- Sponsor Address: 511 ADAMS AVENUE, CANONSBURG, PA, 15317
- Plan Type: 401(k)
- Total Participants: 204
- Total Assets: $14.6M
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 | 204 | $14.6M | $190,706 | $479,439 |
| 2023 | 198 | $13.2M | $175,628 | $431,173 |
| 2022 | 192 | $11.0M | $160,137 | $411,013 |
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 |
|---|---|---|---|---|
| MML INVESTORS SERVICES, INC. | BROKER/ADVISO R | — | $39,467 | $39,467 |
| METRO BENEFITS, INC. | CONTRACT ADMIN | $1,880 | $7,148 | $9,028 |
| BAKER TILLY US, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BAKER TILLY US, LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $48,495
- Estimated Expense Ratio: 0.332% 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 | $718 | — | — | — | — |
| 2023 | $3,648 | — | — | — | — |
| 2022 | $1,668 | — | — | — | — |