Plan Snapshot
- Plan Sponsor: Susquehanna International Group, LLP
- Sponsor EIN: 232795207
- Sponsor Address: 401 CITY AVENUE, SUITE 220, BALA CYNWYD, PA, 19004
- Plan Type: 401(k)
- Total Participants: 2,080
- Total Assets: $934.5M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: Yes
- 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 | 2,080 | $934.5M | $16.6M | $46.6M |
| 2023 | 1,953 | $747.7M | $12.5M | $39.1M |
| 2022 | 1,687 | $584.0M | $10.2M | $33.2M |
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 | $177,124 | — | $177,124 |
| FORVIS MAZARS, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FIDELITY INVESTMENTS INSTITUTIONAL — RECORDKEEPER
- FORVIS MAZARS, LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $177,124
- Estimated Expense Ratio: 0.019% 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 | $177,124 | — | $600 | — | — |
| 2023 | $201,487 | — | $900 | $21,000 | — |
| 2022 | -$36,785 | — | — | — | — |