# Sulzer Pumps (Us) INC. 401(k) Plan
Source: https://planprovider.pro/companies/sulzer-pumps-us-inc-943007659-004

> Sulzer Pumps (Us) INC.'s 401(k) plan: 0 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/principal-financial-group-inc) — 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|—|—|—|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/sulzer-pumps-us-inc-943007659-004)

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