Plan Snapshot
- Plan Sponsor: Southeastern Universities Research Association, INC. (Sura)
- Sponsor EIN: 541156453
- Sponsor Address: 1201 NEW YORK AVE. NW, WASHINGTON, DC, 200056134
- Plan Type: DC
- Total Participants: 1,103
- Total Assets: $324.0M
Key Plan Design Features
- Auto-Enrollment: No
- 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 | 1,103 | $324.0M | $9.8M | $8.6M |
| 2023 | 1,037 | $276.9M | $8.3M | $7.5M |
| 2022 | 943 | $231.4M | $8.0M | $7.7M |
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 |
|---|---|---|---|---|
| CAPFINANCIAL PARTNERS, LLC | NONE | $101,500 | — | $101,500 |
| TIAA | NONE | $14,916 | — | $14,916 |
| RSM US LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- TIAA — NONE
- RSM US LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $116,416
- Estimated Expense Ratio: 0.036% 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 | $117,169 | $101,500 | $8,191 | — | — |
| 2023 | $131,871 | $126,421 | — | — | — |
| 2022 | $23,690 | — | — | — | $18,454 |