Plan Snapshot
- Plan Sponsor: Sulzer Us Holding INC.
- Sponsor EIN: 133950743
- Sponsor Address: 900 THREADNEEDLE STREET, HOUSTON, TX, 77079
- Plan Type: DC
- Total Participants: 2,435
- Total Assets: $547.0M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 2,435 | $547.0M | $20.3M | $21.5M |
| 2023 | 2,039 | $488.6M | $18.0M | $18.7M |
| 2022 | 1,905 | $430.8M | $16.4M | $17.1M |
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 |
|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | RECORDKEEPER | $241,581 | — | $241,581 |
| CAPFINANCIAL PARTNERS, LLC | INVESTMENT ADVISOR | $100,000 | — | $100,000 |
| COZEN O'CONNOR | OTHER SERVICES | $85,912 | — | $85,912 |
| HAM, LANGSTON & BREZINA, LLP | ACCOUNTING | $22,880 | — | $22,880 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FIDELITY INVESTMENTS INSTITUTIONAL — RECORDKEEPER
- COZEN O'CONNOR — OTHER SERVICES
- HAM, LANGSTON & BREZINA, LLP — ACCOUNTING
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $450,373
- Estimated Expense Ratio: 0.082% 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 | $450,373 | $100,000 | $85,912 | $22,880 | — |
| 2023 | $400,060 | $100,000 | $69,824 | $30,110 | — |
| 2022 | $354,253 | — | — | — | — |