401k Record

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It'Sugar 401(k)

Recordkeeping fees per participant · It'sugar LLC 401(k) · plan year 2024

$48.73

Higher than 40% of the 7,477 plans $1 to 10M that report it.

Source

= $30,507 / 626
Schedule H, line 2i(3); OTH_RECORDKEEPING_FEES_AMT pos 160; filing 20251010051850NAL0007694305001, received 2025-10-10
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251010051850NAL0007694305001, received 2025-10-10

10th: $11.10median $71.5290th: $209.21

Percentiles compare this plan with the Schedule H plans $1 to 10M in assets of the same plan year, excluding final filings; shown only where at least 50 comparable plans report the figure. Plan year 2024-01-01 to 2024-12-31, filing received 2025-10-10.

Cost and contributions

Administrative expenses excluding investment management, per participant

$48.73

10th: $13.66median $103.3390th: $302.77

Higher than 31% of the 14,713 plans $1 to 10M that report it.

Source

= $30,507 / 626
derived, admin_expenses (2i(12)) minus invst_mgmt_fees (2i(5)), floored at 0; filing 20251010051850NAL0007694305001, received 2025-10-10
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251010051850NAL0007694305001, received 2025-10-10

Administrative expenses per participant

$87.88

10th: $19.42median $150.2790th: $370.75

Higher than 33% of the 15,210 plans $1 to 10M that report it.

Source

= $55,010 / 626
Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20251010051850NAL0007694305001, received 2025-10-10
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251010051850NAL0007694305001, received 2025-10-10

Administrative expenses as a share of assets

1.440%

10th: 0.069%median 0.519%90th: 1.146%

Higher than 95% of the 15,243 plans $1 to 10M that report it.

Source

= $55,010 / $3,819,600
Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20251010051850NAL0007694305001, received 2025-10-10
assets_eoy: Schedule H, Part I line 1f col (b); TOT_ASSETS_EOY_AMT pos 61; filing 20251010051850NAL0007694305001, received 2025-10-10

Employer contributions per participant

$253

10th: $357median $1,32390th: $2,861

Higher than 6% of the 13,342 plans $1 to 10M that report it.

Source

= $158,068 / 626
Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20251010051850NAL0007694305001, received 2025-10-10
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251010051850NAL0007694305001, received 2025-10-10

Employer share of total contributions

14.5%

10th: 11.9%median 28.9%90th: 43.6%

Higher than 15% of the 13,370 plans $1 to 10M that report it.

Source

= $158,068 / $1,092,180
Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20251010051850NAL0007694305001, received 2025-10-10
total_contrib: Schedule H, line 2a(3); TOT_CONTRIB_AMT pos 72; filing 20251010051850NAL0007694305001, received 2025-10-10

Plan terms, as stated in It'Sugar LLC's SEC filings

Plan terms are not published in public filings.

Plan features

2E profit-sharing · 2F ERISA 404(c) plan · 2G fully participant-directed · 2J 401(k) feature · 2K 401(m) arrangement · 2S pre-approved plan document · 2T default investment (QDIA) · 3D IRS pre-approved plan · 3H controlled-group sponsor · Form 5500, line 8a; TYPE_PENSION_BNFT_CODE pos 81; filing 20251010051850NAL0007694305001, received 2025-10-10

Full record, It'sugar LLC 401(k)

FieldValueSource
Plan sponsorITSUGAR LLCForm 5500, Part II line 2a; SPONSOR_DFE_NAME pos 19; filing 20251010051850NAL0007694305001, received 2025-10-10
Plan nameIT'SUGAR LLC 401KForm 5500, line 1a; PLAN_NAME pos 16; filing 20251010051850NAL0007694305001, received 2025-10-10
Sponsor EIN / plan number20-2138344 / 001Form 5500, line 2b; SPONS_DFE_EIN pos 44; filing 20251010051850NAL0007694305001, received 2025-10-10
Plan typesingle-employerForm 5500, Part I line A; TYPE_PLAN_ENTITY_CD pos 4; filing 20251010051850NAL0007694305001, received 2025-10-10
Sponsor locationFORT LAUDERDALE, FLForm 5500, line 2a; SPONS_DFE_MAIL_US_STATE pos 25; filing 20251010051850NAL0007694305001, received 2025-10-10
Industry (business code)445292, Retail tradeForm 5500, line 2d; BUSINESS_CODE pos 46; filing 20251010051850NAL0007694305001, received 2025-10-10
Plan year2024-01-01 to 2024-12-31Form 5500, Part I plan year; FORM_PLAN_YEAR_BEGIN_DATE pos 2; filing 20251010051850NAL0007694305001, received 2025-10-10
Filing received2025-10-10Form 5500, EFAST2 receipt date; DATE_RECEIVED pos 102; filing 20251010051850NAL0007694305001, received 2025-10-10
Final filingnoForm 5500, Part I line B; FINAL_FILING_IND pos 8; filing 20251010051850NAL0007694305001, received 2025-10-10
Amended filingnoForm 5500, Part I line B; AMENDED_IND pos 7; filing 20251010051850NAL0007694305001, received 2025-10-10
Participants, beginning of year755Form 5500, line 5; TOT_PARTCP_BOY_CNT pos 71; filing 20251010051850NAL0007694305001, received 2025-10-10
Active participants500Form 5500, line 6a(2); TOT_ACTIVE_PARTCP_CNT pos 72; filing 20251010051850NAL0007694305001, received 2025-10-10
Participants, end of year683Form 5500, line 6f; TOT_ACT_RTD_SEP_BENEF_CNT pos 77; filing 20251010051850NAL0007694305001, received 2025-10-10
Participants with an account balance626Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251010051850NAL0007694305001, received 2025-10-10
Total assets, beginning of year$3,075,400Schedule H, Part I line 1f col (a); TOT_ASSETS_BOY_AMT pos 30; filing 20251010051850NAL0007694305001, received 2025-10-10
Total assets, end of year$3,819,600Schedule H, Part I line 1f col (b); TOT_ASSETS_EOY_AMT pos 61; filing 20251010051850NAL0007694305001, received 2025-10-10
Net assets, end of year$3,819,600Schedule H, line 1l col (b); NET_ASSETS_EOY_AMT pos 67; filing 20251010051850NAL0007694305001, received 2025-10-10
Total income$1,530,986Schedule H, Part II line 2d; TOT_INCOME_AMT pos 97; filing 20251010051850NAL0007694305001, received 2025-10-10
Net income$744,200Schedule H, line 2k; NET_INCOME_AMT pos 111; filing 20251010051850NAL0007694305001, received 2025-10-10
Employer contributions$158,068Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20251010051850NAL0007694305001, received 2025-10-10
Participant contributions$881,717Schedule H, line 2a(1)(B); PARTICIPANT_CONTRIB_AMT pos 69; filing 20251010051850NAL0007694305001, received 2025-10-10
Other contributions (incl. rollovers)$52,395Schedule H, line 2a(1)(C); OTH_CONTRIB_RCVD_AMT pos 70; filing 20251010051850NAL0007694305001, received 2025-10-10
Total contributions$1,092,180Schedule H, line 2a(3); TOT_CONTRIB_AMT pos 72; filing 20251010051850NAL0007694305001, received 2025-10-10
Benefit payments$718,709Schedule H, line 2e(4); TOT_DISTRIB_BNFT_AMT pos 101; filing 20251010051850NAL0007694305001, received 2025-10-10
Total expenses (incl. benefit payments)$786,786Schedule H, line 2j; TOT_EXPENSES_AMT pos 110; filing 20251010051850NAL0007694305001, received 2025-10-10
Total administrative expenses$55,010Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20251010051850NAL0007694305001, received 2025-10-10
Recordkeeping fees$30,507Schedule H, line 2i(3); OTH_RECORDKEEPING_FEES_AMT pos 160; filing 20251010051850NAL0007694305001, received 2025-10-10
Investment advisory and management fees$24,503Schedule H, line 2i(5); INVST_MGMT_FEES_AMT pos 107; filing 20251010051850NAL0007694305001, received 2025-10-10
Administrative expenses excluding investment management$30,507derived, admin_expenses (2i(12)) minus invst_mgmt_fees (2i(5)), floored at 0; filing 20251010051850NAL0007694305001, received 2025-10-10
Held in common/collective trusts$66,409Schedule H, line 1c(9) col (b); INT_COMMON_TR_EOY_AMT pos 51; filing 20251010051850NAL0007694305001, received 2025-10-10
Held in mutual funds$3,686,472Schedule H, line 1c(13) col (b); INT_REG_INVST_CO_EOY_AMT pos 55; filing 20251010051850NAL0007694305001, received 2025-10-10
Independent auditorNOVOGRADAC & COMPANY LLPSchedule H, Part III line 3a; ACCOUNTANT_FIRM_NAME pos 116; filing 20251010051850NAL0007694305001, received 2025-10-10

Position = column in the DOL layout for form year 2024. Filing 20251010051850NAL0007694305001, received 2025-10-10.

Service providers paid directly by the plan

ProviderRelationshipService codesDirect compensationIndirect
ADP, INC.recordkeeperRECORD KEEPER 37 Participant loan processing; 50 Direct payment from the plan; 15 Recordkeeping and information management; 64 Recordkeeping fees $39,103yes
MMA SECURITIES, LLCrecordkeeperINVESTMENT/FINANCIAL ADVI 15 Recordkeeping and information management; 21 Trustee (bank, trust company or similar); 49 Other services; 50 Direct payment from the plan; 64 Recordkeeping fees; 99 Other fees $15,907no
ADP BROKER-DEALERrecordkeeperRECORD KEEPER 60 Sub-transfer agency fees; 59 Shareholder servicing fees $0yes

Schedule C Part I line 2: name (a), service codes (b), relationship (c), direct compensation paid by the plan (d), indirect compensation received (e). Filing 20251010051850NAL0007694305001, received 2025-10-10.

What changed since the 2023 plan year

Figure20232024Change
Total assets$3,075,400$3,819,60024.2%
Participants with a balance5906266.1%
Administrative expenses$38,051$55,01044.6%
Recordkeeping fees per participant$49.44$48.73-1.4%
Employer contributions$127,212$158,06824.3%

Prior filing 20241011091626NAL0012317731001, received 2024-10-11; the plan years are contiguous.

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Sponsor name as filed: ITSUGAR LLC; SEC registrant: It'Sugar LLC (CIK 1506298, matched by EIN).