Plan Snapshot
- Plan Sponsor: Suzuki Services, LLC
- Sponsor EIN: 813333713
- Sponsor Address: 443 EAST PACES FERRY ROAD, ATLANTA, GA, 30305
- Plan Type: 401(k)
- Total Participants: 0
- Total Assets: $0
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: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2023 | 0 | $0 | $15,113 | $18,270 |
| 2022 | 103 | $1.6M | $97,130 | $126,502 |
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 |
|---|---|---|---|---|
| ROSENTHAL & KAPLIN PC | AUDITOR | $7,635 | — | $7,635 |
| GREAT-WEST LIFE & ANNUITY INSURANCE | RECORDKEEPER | $6,608 | — | $6,608 |
| ROSENTHAL & KAPLIN, PC CPA | Auditor | — | — | $0 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $14,243
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 |
|---|---|---|---|---|---|
| 2023 | $7,959 | — | $7,959 | — | — |
| 2022 | $17,746 | — | — | — | $17,746 |