Plan Snapshot
- Plan Sponsor: Suffolk Transportation Services, INC
- Sponsor EIN: 111782554
- Sponsor Address: 10 MOFFITT BLVD, BAYSHORE, NY, 11706
- Plan Type: 401(k)
- Total Participants: 3,007
- Total Assets: $108.9M
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: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 3,007 | $108.9M | $5.6M | $6.6M |
| 2023 | 2,851 | $97.9M | $5.0M | $5.8M |
| 2022 | 2,764 | $85.4M | $4.4M | $5.5M |
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 |
|---|---|---|---|---|
| SACKLOW & ACOX, CPAS, LLC | Auditor | $5,000 | — | $5,000 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $5,000
- Estimated Expense Ratio: 0.005% 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 | $53,971 | $3,490 | — | $5,000 | — |
| 2023 | $61,523 | $3,225 | $53,298 | $5,000 | — |
| 2022 | $56,885 | $3,225 | $48,660 | — | $5,000 |