# Susser Bank 401(k) Plan
Source: https://planprovider.pro/companies/susser-bank-401k-plan

> Susser Bank's 401(k) plan: 248 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|

| LPL FINANCIAL|NONE|$46,025|—|$46,025|

| ASCENSUS LLC|NONE|$11,946|$38|$11,984|

| PAYNE & SMITH, LLC|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [PAYNE & SMITH, LLC](https://planprovider.pro/provider/payne-and-smith-llc) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $58,009

- **Estimated Expense Ratio:** 0.316% 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|$57,971|$46,025|$11,946|—|—|

| 2023|$47,227|$40,207|$7,020|—|—|

| 2022|$44,702|$38,957|$5,745|—|—|

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- [Third Coast Bank](https://planprovider.pro/companies/third-coast-bank-ssb-plan-001) — 370 participants

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