# Sussex Im, INC. 401(k) Plan
Source: https://planprovider.pro/companies/sussex-im-inc-401k-plan

> Sussex Im, INC.'s 401(k) plan: 221 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Sussex Im, INC.

- **Sponsor EIN:** 900508625

- **Sponsor Address:** N65 W24770 MAIN STREET, SUSSEX, WI, 53089

- **Plan Type:** 401(k)

- **Total Participants:** 221

- **Total Assets:** $39.5M

## 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|221|$39.5M|$606,162|$1.0M|

| 2023|243|$38.1M|$629,938|$1.1M|

| 2022|276|$34.1M|$533,629|$1.1M|

## 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|$33,801|—|$33,801|

| EMPOWER ADVISORY GROUP, LLC|INVESTMENT MGMT|$16,567|—|$16,567|

| ENVESTNET RETIREMENT SOLUTIONS, LLC|OTHER|$15,059|—|$15,059|

| QBCO ASSURANCE, LLC|Auditor|—|—|$0|

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $65,427

- **Estimated Expense Ratio:** 0.166% 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|$65,437|$16,567|—|—|—|

| 2023|$25,485|$11,734|—|—|—|

| 2022|$25,129|—|$25,129|—|—|

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