Plan Snapshot
- Plan Sponsor: Surack Enterprises Corp
- Sponsor EIN: 030480200
- Sponsor Address: 7100 W. JEFFERSON BLVD, FORT WAYNE, IN, 46804
- Plan Type: 401(k)
- Total Participants: 629
- Total Assets: $10.9M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 629 | $10.9M | $404,226 | $1.9M |
| 2023 | 439 | $7.8M | $307,653 | $1.4M |
| 2022 | 368 | $4.7M | $132,468 | $739,199 |
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 | $86,623 | — | $86,623 |
| STRATEGIC ADVISORS, INC. | ADVISOR | $5,420 | — | $5,420 |
| DULIN, WARD & DEWALD, INC. | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FIDELITY INVESTMENTS INSTITUTIONAL — RECORDKEEPER
- STRATEGIC ADVISORS, INC. — ADVISOR
- DULIN, WARD & DEWALD, INC. — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $92,043
- Estimated Expense Ratio: 0.843% 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 | $92,043 | $5,420 | — | — | — |
| 2023 | $58,240 | $1,414 | — | — | — |
| 2022 | $41,022 | $123 | — | — | — |