# Syufy Enterprises, L.P. 401(k) Plan
Source: https://planprovider.pro/companies/syufy-enterprises-l-p-401k-plan

> Syufy Enterprises, L.P.'s 401(k) plan: 2,462 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|

| NFP RETIREMENT INC|ADVISOR|$50,000|—|$50,000|

| FIDELITY INVESTMENTS INSTITUTIONAL|RECORDKEEPER|$44,252|—|$44,252|

| SORREN CPAS, P.C.|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [NFP RETIREMENT INC](https://planprovider.pro/provider/accelerate-retirement) — ADVISOR

- [FIDELITY INVESTMENTS INSTITUTIONAL](https://planprovider.pro/provider/fidelity-investments) — RECORDKEEPER

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $94,252

- **Estimated Expense Ratio:** 0.185% 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|$94,252|$50,000|—|—|—|

| 2023|$94,467|$50,000|—|$7,000|—|

| 2022|$86,001|—|—|—|—|

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