# Susan Gage Caterer, INC. 401(k) Plan
Source: https://planprovider.pro/companies/susan-gage-caterer-inc-plan

> Susan Gage Caterer, INC.'s 401(k) plan: 124 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Susan Gage Caterer, INC.

- **Sponsor EIN:** 521662870

- **Sponsor Address:** 7100 OLD LANDOVER ROAD, SUITE 200, LANDOVER, MD, 20785

- **Plan Type:** 401(k)

- **Total Participants:** 124

- **Total Assets:** $9.2M

## 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:** Yes

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|124|$9.2M|$519,198|$359,559|

| 2023|116|$9.4M|$426,945|$344,032|

| 2022|104|$8.1M|$361,363|$322,684|

## 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|

| MERRILL LYNCH PIERCE FENNER & SMITH|CONSULTANT|$28,275|$25|$28,300|

| PRINCIPAL LIFE INSURANCE COMPANY|CONTRACT ADMINISTRATOR|$21,706|—|$21,706|

| COASTAL PENSION SERVICES INC|CONTRACT ADMINISTRATOR|—|$7,477|$7,477|

| SNYDER COHN, PC|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [SNYDER COHN, PC](https://planprovider.pro/provider/charles-schwab-and-co-inc) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $57,483

- **Estimated Expense Ratio:** 0.622% 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|$49,981|$14,137|$21,707|—|—|

| 2023|$43,450|—|$19,403|—|—|

| 2022|$56,379|$12,932|$18,016|—|$25,431|

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