Plan Snapshot
- Plan Sponsor: Surewerx Usa INC.
- Sponsor EIN: 361754390
- Sponsor Address: 325 CORPORATE DRIVE, ELGIN, IL, 60123
- Plan Type: 401(k)
- Total Participants: 117
- Total Assets: $14.6M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 117 | $14.6M | $387,419 | $907,350 |
| 2023 | 105 | $12.7M | $251,015 | $700,754 |
| 2022 | 93 | $9.3M | $214,564 | $632,736 |
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 |
|---|---|---|---|---|
| CASSELL PLAN AUDITS | Auditor | — | — | $0 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $34,309 | $7,048 | — | — | — |
| 2023 | $49,293 | $24,582 | — | — | — |
| 2022 | $45,886 | — | — | — | — |