# Snugz Usa 401(k) Plan
Source: https://planprovider.pro/companies/snugz-usa-401k-plan

> Snugz Usa&#39;s 401(k) plan: 0 participants, plan year 2023 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2023.

## Plan Snapshot

- **Plan Sponsor:** Snugz Usa

- **Sponsor EIN:** 870471430

- **Sponsor Address:** 9258 SOUTH PROSPERITY ROAD, WEST JORDAN, UT, 84081

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

- **Total Participants:** 0

- **Total Assets:** $0

## 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|0|$0|$323,457|$665,683|

| 2023|325|$6.0M|$332,125|$659,919|

| 2022|631|$4.7M|$396,842|$767,770|

## 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|

| DWC THE 401(K) EXPERTS|TPA|$39,844|—|$39,844|

| TRANSAMERICA FINANCIAL LIFE|RECORDKEEPER|$38,942|—|$38,942|

| JONES SIMKINS LLC|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [TRANSAMERICA FINANCIAL LIFE](https://planprovider.pro/provider/transamerica) — RECORDKEEPER

- [JONES SIMKINS LLC](https://planprovider.pro/provider/jones-simkins-llc) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $78,786

### 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|$53,998|—|$53,998|—|—|

| 2023|$43,092|—|$43,092|—|—|

| 2022|$50,897|—|—|—|$50,897|

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