Plan Snapshot
- Plan Sponsor: Sutherland Global Services, INC.
- Sponsor EIN: 161287080
- Sponsor Address: SGS CORPORATE BENEFITS OFFICE, PITTSFORD, NY, 14534
- Plan Type: 401(k)
- Total Participants: 3,133
- Total Assets: $103.4M
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 | 3,133 | $103.4M | $103,701 | $10.6M |
| 2023 | 3,444 | $87.6M | $12,796 | $10.4M |
| 2022 | 3,892 | $73.5M | $0 | $9.6M |
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 |
|---|---|---|---|---|
| INSERO & CO. CPAS LLP | Auditor | $36,225 | — | $36,225 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- INSERO & CO. CPAS LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $36,225
- Estimated Expense Ratio: 0.035% 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 | $387,292 | $80,356 | — | $36,225 | — |
| 2023 | $407,347 | $69,051 | — | $18,200 | — |
| 2022 | $410,703 | — | — | — | — |