# Southeastern Universities Research Association, INC. (Sura) DC Plan
Source: https://planprovider.pro/companies/southeastern-universities-research-association-inc-sura-plan

> Southeastern Universities Research Association, INC. (Sura)'s DC plan: 1,103 participants, plan year 2024 financials, providers, and benchmarks from Form 550…

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/tiaa-teachers-insurance-and-annuity-association-of-america-college-retirement-equities-fund) — NONE

- [RSM US LLP](https://planprovider.pro/provider/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|

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