Plan Snapshot
- Plan Sponsor: Sugaright, LLC
- Sponsor EIN: 901028455
- Sponsor Address: 200 ROCK RUN, FAIRLESS HILLS, PA, 19030
- Plan Type: 401(k)
- Total Participants: 286
- Total Assets: $11.7M
Key Plan Design Features
- Auto-Enrollment: Yes
- 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 | 286 | $11.7M | $1.4M | $926,739 |
| 2023 | 254 | $8.8M | $1.2M | $782,908 |
| 2022 | 207 | $6.3M | $702,964 | $629,321 |
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 |
|---|---|---|---|---|
| THE VANGUARD GROUP, INC. | NONE | $30,374 | — | $30,374 |
| AURORA PRIVATE WEALTH INC | NONE | $18,137 | — | $18,137 |
| TEMPLETON & COMPANY | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- THE VANGUARD GROUP, INC. — NONE
- TEMPLETON & COMPANY — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $48,511
- Estimated Expense Ratio: 0.415% 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 | $48,511 | $18,137 | $30,374 | — | — |
| 2023 | $40,375 | $13,115 | $27,260 | — | — |
| 2022 | $38,081 | $11,589 | $26,492 | — | — |