# Sulzer Us Holding INC. DC Plan
Source: https://planprovider.pro/companies/sulzer-us-holding-inc-plan-003

> Sulzer Us Holding INC.'s DC plan: 2,435 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/fidelity-investments) — RECORDKEEPER

- [COZEN O'CONNOR](https://planprovider.pro/provider/cozen-oconnor) — OTHER SERVICES

- [HAM, LANGSTON & BREZINA, LLP](https://planprovider.pro/provider/ham-langston-and-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|—|—|—|—|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/sulzer-us-holding-inc-plan-003)

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