Plan Snapshot
- Plan Sponsor: Susser Bank
- Sponsor EIN: 751630026
- Sponsor Address: 3030 MATLOCK ROAD, ARLINGTON, TX, 76015
- Plan Type: 401(k)
- Total Participants: 248
- Total Assets: $18.3M
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 | 248 | $18.3M | $958,903 | $1.8M |
| 2023 | 235 | $14.1M | $592,491 | $1.6M |
| 2022 | 217 | $12.4M | $764,623 | $1.3M |
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 |
|---|---|---|---|---|
| PAYNE & SMITH, LLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- PAYNE & SMITH, LLC — Auditor
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 | $57,971 | $46,025 | $11,946 | — | — |
| 2023 | $47,227 | $40,207 | $7,020 | — | — |
| 2022 | $44,702 | $38,957 | $5,745 | — | — |