# Sugaright, LLC 401(k) Plan
Source: https://planprovider.pro/companies/sugaright-llc-401k-plan

> Sugaright, LLC's 401(k) plan: 286 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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.](https://planprovider.pro/provider/the-vanguard-group-inc) — NONE

- [TEMPLETON & COMPANY](https://planprovider.pro/provider/templeton-and-company-llp) — 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|—|—|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/sugaright-llc-401k-plan)

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