# Surack Enterprises Corp 401(k) Plan
Source: https://planprovider.pro/companies/surack-enterprises-corp-401k-plan

> Surack Enterprises Corp's 401(k) plan: 629 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

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

- [STRATEGIC ADVISORS, INC.](https://planprovider.pro/provider/creative-planning) — ADVISOR

- [DULIN, WARD & DEWALD, INC.](https://planprovider.pro/provider/dulin-ward-and-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|—|—|—|

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