Plan Snapshot
- Plan Sponsor: Suvoda LLC
- Sponsor EIN: 462048701
- Sponsor Address: 181 WASHINGTON STREET, CONSHOHOCKEN, PA, 19428
- Plan Type: 401(k)
- Total Participants: 422
- Total Assets: $25.4M
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 | 422 | $25.4M | $1.6M | $3.9M |
| 2023 | 413 | $17.3M | $619,863 | $3.7M |
| 2022 | 336 | $10.6M | $519,210 | $2.7M |
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 |
|---|---|---|---|---|
| M. HOLDINGS SECURITIES, INC. | INVESTMENT/FINANCIAL ADVI | $41,387 | — | $41,387 |
| TORRILLO & ASSOCIATES LLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- TORRILLO & ASSOCIATES LLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $41,387
- Estimated Expense Ratio: 0.163% 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 | $44,582 | $41,387 | — | — | — |
| 2023 | $35,508 | $32,848 | — | — | — |
| 2022 | $29,746 | — | — | — | — |