Plan Snapshot
- Plan Sponsor: Schmitt-Sussman Enterprises, INC. Dba Pfp Services
- Sponsor EIN: 060895325
- Sponsor Address: 34 PRINDLE HILL ROAD, ORANGE, CT, 06477
- Plan Type: 401(k)
- Total Participants: 208
- Total Assets: $23.0M
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 | 208 | $23.0M | $244,681 | $1.2M |
| 2023 | 203 | $21.8M | $224,250 | $1.1M |
| 2022 | 173 | $17.9M | $214,847 | $1.0M |
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 |
|---|---|---|---|---|
| CBIZ CPAS P.C. | Auditor | — | — | $0 |
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 | $123,316 | $97,513 | $13,978 | — | — |
| 2023 | $108,177 | $45,096 | $4,045 | — | — |
| 2022 | $112,285 | $88,270 | $14,779 | — | $9,236 |