Plan Snapshot
- Plan Sponsor: Suburban Propane L.P.
- Sponsor EIN: 223410352
- Sponsor Address: 240 ROUTE 10 WEST, WHIPPANY, NJ, 07981
- Plan Type: DB
- Total Participants: 159
- Total Assets: $51.7M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 159 | $51.7M | $4.0M | $0 |
| 2023 | 189 | $56.6M | $4.0M | $0 |
| 2022 | 225 | $58.7M | $4.0M | $0 |
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 |
|---|---|---|---|---|
| COHNREZNICK LLP | Auditor | $39,700 | — | $39,700 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $39,700
- Estimated Expense Ratio: 0.077% 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 | $1,273,205 | $152,263 | — | $39,700 | — |
| 2023 | $1,591,560 | $149,781 | — | $35,600 | — |
| 2022 | $1,518,083 | $171,922 | — | — | $377,793 |