Plan Snapshot
- Plan Sponsor: Suss Microtec, INC.
- Sponsor EIN: 030276631
- Sponsor Address: 2520 PALISADES DR, CORONA, CA, 92882
- Plan Type: 401(k)
- Total Participants: 79
- Total Assets: $21.4M
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 | 79 | $21.4M | $180,047 | $936,937 |
| 2023 | 68 | $20.8M | $267,874 | $759,784 |
| 2022 | 65 | $18.8M | $252,322 | $741,344 |
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 |
|---|---|---|---|---|
| ACCELERATE INVESTMENT ADVISORS LLC | ADVISOR | $36,764 | — | $36,764 |
| FIDELITY INVESTMENTS INSTITUTIONAL | RECORDKEEPER | $16,507 | — | $16,507 |
| PLANCHEC K CPA LLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- ACCELERATE INVESTMENT ADVISORS LLC — ADVISOR
- FIDELITY INVESTMENTS INSTITUTIONAL — RECORDKEEPER
- PLANCHEC K CPA LLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $53,271
- Estimated Expense Ratio: 0.249% 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 | $53,311 | $36,804 | — | — | — |
| 2023 | $49,275 | $34,905 | — | — | — |
| 2022 | $54,129 | — | — | — | — |