# Suiza Dairy Corp. 401(k) Plan
Source: https://planprovider.pro/companies/suiza-dairy-corp-plan

> Suiza Dairy Corp.'s 401(k) plan: 284 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Suiza Dairy Corp.

- **Sponsor EIN:** 660617827

- **Sponsor Address:** PO BOX 363207, SAN JUAN, PR, 009363207

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

- **Plan Number:** 001

- **Total Participants:** 284

- **Total Assets:** $18.0M

## Key Plan Design Features

- **Auto-Enrollment:** No

- **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|284|$18.0M|$286,410|$718,262|

| 2023|670|$20.2M|$308,490|$10,467|

| 2022|670|$18.7M|$383,259|$929,425|

| 2020|683|$19.9M|$348,537|$860,402|

## 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|

| INDEPENDENT FINANCIAL GROUP LLC|Investment Advisor|$56,473|—|$56,473|

| LUIS RODRIGUEZ SANABRIA|Auditor|$43,505|—|$43,505|

| EMPOWER ANNUITY INSURANCE COMPANY F|Recordkeeper|$26,292|—|$26,292|

| A & A EMPLOYEE BENEFITS CONSULTING|Other Service Provider|—|$10,000|$10,000|

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $136,270

- **Estimated Expense Ratio:** 0.757% 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|$80,427|—|—|—|—|

| 2023|$21,991|—|—|—|—|

| 2022|$25,205|—|—|—|—|

| 2020|$29,448|—|—|—|—|

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