Plan Snapshot
- Plan Sponsor: Suhm Spring Works, INC.
- Sponsor EIN: 741359481
- Sponsor Address: 14650 HEATHROW FOREST PARKWAY, HOUSTON, TX, 77032
- Plan Type: 401(k)
- Total Participants: 200
- Total Assets: $17.7M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 200 | $17.7M | $691,445 | $829,659 |
| 2023 | 196 | $16.1M | $622,320 | $801,829 |
| 2022 | 187 | $16.1M | $532,328 | $688,811 |
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 |
|---|---|---|---|---|
| MELTON & MELTON LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- MELTON & MELTON LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $7,225 | — | $5,975 | — | — |
| 2023 | $5,525 | — | $5,025 | — | — |
| 2022 | $4,375 | — | — | — | — |