# Suffolk Restorative Therapy & Nursing LLC 401(k) Plan
Source: https://planprovider.pro/companies/suffolk-restorative-therapy-nursing-llc-401k-plan

> Suffolk Restorative Therapy & Nursing LLC's 401(k) plan: 1,028 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Suffolk Restorative Therapy & Nursing LLC

- **Sponsor EIN:** 263668051

- **Sponsor Address:** 2 MEDICAL PLAZA, GLEN COVE, NY, 11542

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

- **Total Participants:** 1,028

- **Total Assets:** $12.5M

## 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|1,028|$12.5M|$796,551|$1.3M|

| 2023|873|$9.6M|$798,360|$1.4M|

| 2022|646|$5.9M|$602,372|$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|

| CAPITAL GROUP RETIREMENT|RECORDKEEPER|$28,088|—|$28,088|

| HERITAGE PENSION ADVISORS, INC.|CONTRACT ADMINISTRATOR|$26,305|—|$26,305|

| CARON & BLETZER,PLLC|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [CARON & BLETZER,PLLC](https://planprovider.pro/provider/caron-bletzer) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $54,393

- **Estimated Expense Ratio:** 0.434% 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|$54,394|—|—|—|—|

| 2023|$40,230|—|—|—|—|

| 2022|$33,094|—|—|—|—|

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