Plan Snapshot
- Plan Sponsor: United States Sugar Savannah Refinery, LLC
- Sponsor EIN: 863775804
- Sponsor Address: 201 OXNARD DRIVE, PORT WENTWORTH, GA, 31407
- Plan Type: 401(k)
- Total Participants: 445
- Total Assets: $56.6M
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: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 445 | $56.6M | $2.1M | $3.1M |
| 2023 | 431 | $56.1M | $2.0M | $3.1M |
| 2022 | 421 | $47.8M | $192,028 | $237,880 |
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 |
|---|---|---|---|---|
| CARON & BLETZER, PLLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- CARON & BLETZER, PLLC — 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 | $42,168 | — | $42,168 | — | — |
| 2023 | $58,120 | — | $58,120 | — | — |
| 2022 | $2,670 | — | $2,670 | — | — |