Plan Snapshot
- Plan Sponsor: Sweeteners Plus LLC
- Sponsor EIN: 833911751
- Sponsor Address: 5768 SWEETNERS BLVD., LAKEVILLE, NY, 14480
- Plan Type: 401(k)
- Total Participants: 140
- Total Assets: $7.3M
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 | 140 | $7.3M | $426,001 | $684,616 |
| 2023 | 154 | $7.4M | $436,442 | $763,849 |
| 2022 | 160 | $6.7M | $392,540 | $722,679 |
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 | — | — | $0 |
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: $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 | $28,134 | — | — | — | — |
| 2023 | $22,491 | — | — | — | — |
| 2022 | $24,138 | — | — | — | — |