Plan Snapshot
- Plan Sponsor: Syufy Enterprises, L.P.
- Sponsor EIN: 942167713
- Sponsor Address: 150 PELICAN WAY, SAN RAFAEL, CA, 94901
- Plan Type: 401(k)
- Total Participants: 2,462
- Total Assets: $50.9M
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 | 2,462 | $50.9M | $1.1M | $2.5M |
| 2023 | 1,121 | $45.7M | $983,295 | $2.3M |
| 2022 | 1,013 | $37.0M | $878,253 | $2.0M |
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 |
|---|---|---|---|---|
| SORREN CPAS, P.C. | 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 | $94,252 | $50,000 | — | — | — |
| 2023 | $94,467 | $50,000 | — | $7,000 | — |
| 2022 | $86,001 | — | — | — | — |