Plan Snapshot
- Plan Sponsor: Sulzer Pumps (Us) INC.
- Sponsor EIN: 943007659
- Sponsor Address: 900 THREADNEEDLE STREET, SUITE 700, HOUSTON, TX, 77079
- Plan Type: 401(k)
- Plan Number: 004
- Total Participants: 0
- Total Assets: $47.9M
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: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 0 | $47.9M | $0 | $0 |
| 2023 | 0 | $47.5M | $0 | $0 |
| 2022 | 0 | $46.0M | $0 | $0 |
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 |
|---|---|---|---|---|
| PRINCIPAL | Recordkeeper | $52,196 | — | $52,196 |
| CAPFINANCIAL PARTNERS LLC | Other Service Provider | $37,500 | — | $37,500 |
| GARCIA HAMILTON & ASSOCIATES, LP | Other Service Provider | $24,067 | — | $24,067 |
| HARBERT MEZZ PARTNERS | Other Service Provider | $10,643 | — | $10,643 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- PRINCIPAL — Recordkeeper
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $124,406
- Estimated Expense Ratio: 0.260% 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 | $550,712 | $66,412 | — | — | — |
| 2023 | $809,647 | $66,481 | — | — | — |
| 2022 | $109,432 | $78,415 | — | — | — |