Plan Snapshot
- Plan Sponsor: Suse, LLC.
- Sponsor EIN: 454703967
- Sponsor Address: 1221 S VALLEY GROVE WAY #500, PLEASANT GROVE, UT, 84062
- Plan Type: 401(k)
- Total Participants: 659
- Total Assets: $58.7M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 659 | $58.7M | $2.1M | $9.6M |
| 2023 | 662 | $45.9M | $2.0M | $8.9M |
| 2022 | 673 | $31.9M | $2.1M | $8.8M |
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 |
|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | RECORDKEEPER | $87,323 | — | $87,323 |
| EMPOWER ADVISORY GROUP, LLC | INVESTMENT MGMT | $68,547 | — | $68,547 |
| LEAFHOUSE FINANCIAL ADVISORS, LLC | OTHER | $25,708 | — | $25,708 |
| CLARK NUBER | Auditor | — | — | $0 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $181,578
- Estimated Expense Ratio: 0.309% 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 | $181,578 | $94,255 | — | — | — |
| 2023 | $140,631 | $46,534 | — | — | — |
| 2022 | $123,922 | $42,808 | $81,114 | — | — |