Plan Snapshot
- Plan Sponsor: Suveto Buyer, LLC
- Sponsor EIN: 852984282
- Sponsor Address: 441 E HECTOR ST, CONSHOHOCKEN, PA, 19428
- Plan Type: 401(k)
- Total Participants: 1,666
- Total Assets: $35.6M
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 | 1,666 | $35.6M | $2.7M | $5.6M |
| 2023 | 1,721 | $25.4M | $2.7M | $4.9M |
| 2022 | 1,710 | $14.7M | $2.1M | $4.2M |
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 |
|---|---|---|---|---|
| CONKLIN, GILPIN & WERTZ, PLLC | Auditor | — | — | $0 |
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 | $242,636 | — | $242,636 | — | — |
| 2023 | $113,206 | — | $113,206 | — | — |
| 2022 | $31,372 | — | $31,372 | — | — |