Sumaria Systems, Inc. 401(k) Plan: Login, Facts & Contact Information

Sumaria Systems, Inc. 401(k) Plan Facts

Plan name
SUMARIA SYSTEMS, LLC 401(K) PROFIT SHARING PLAN
Plan type
401(k) with employer contributions and profit sharing
Plan sponsor
SUMARIA SYSTEMS, LLC
Participants
639 (408 active employees)
Former employees with a balance
195
Plan assets
$41,054,668 at Dec 31, 2024
Average account balance
$79,103 across 519 accounts
Employer contributions
$1,150,292 in plan year 2024 (17% of all contributions)
Recordkeeper
Fidelity Investments Institutional
Plan year
Jan 1, 2024 – Dec 31, 2024
Plan established
Nov 1, 1988
✓ Employer contributions— Automatic enrollment✓ Default investment for undecided participants✓ Participants choose their own investments✓ Self-directed brokerage window✓ Profit sharing— Company stock (ESOP)

Source: Form 5500 for plan year 2024 (Jan 1, 2024 – Dec 31, 2024), filed Oct 6, 2025. Public filing with the U.S. Department of Labor.

Money in and out in plan year 2024

  • $6.61 million went into the plan in contributions, $1.15 million of it from the employer (17%).
  • $6.76 million was paid out to participants.
  • Investment and other income added $5.47 million.
  • Administrative expenses were $108,646, about $209 per account.

How the Sumaria Systems, Inc. 401(k) changed, 2019–2024

Plan yearParticipantsPlan assetsEmployer contributionsBenefits paid
2019496$23.7 million$690,716$4.32 million
2020572$27.1 million$708,899$5.09 million
2021582$33.4 million$813,403$2.81 million
2022596$29.0 million$864,012$4.33 million
2023594$35.9 million$986,775$4.32 million
2024639$41.1 million$1.15 million$6.76 million

Sumaria Systems, Inc. 401(k) Contact Information

Phone
978-739-4200
Mailing address
8 ESSEX CENTER DR STE 210, PEABODY MA 01960
Plan sponsor
SUMARIA SYSTEMS, LLC
Employer identification number (EIN)
04-2770369
Plan number
001

Questions about the Sumaria Systems, Inc. 401(k)

Does Sumaria Systems, Inc contribute to the 401(k)?

Yes. The plan reports an employer contribution arrangement. In plan year 2024 the employer contributed $1.15 million, 17% of all contributions.

Does the Sumaria Systems, Inc 401(k) have automatic enrollment?

No. The plan does not report automatic enrollment; employees enroll themselves.

How many people are in the Sumaria Systems, Inc 401(k) plan?

639 participants at the start of plan year 2024, 408 of them active employees, and 195 former employees who still had money in the plan.

What is the average 401(k) balance at Sumaria Systems, Inc?

About $79,103 per account: $41.1 million in plan assets across 519 accounts with a balance at the end of plan year 2024.

Who manages the Sumaria Systems, Inc 401(k) accounts?

Fidelity NetBenefits (listed on the filing as FIDELITY INVESTMENTS INSTITUTIONAL) is the plan's recordkeeper, which is where participants log in to see their balance.

I no longer work at Sumaria Systems, Inc. How do I access my 401(k)?

Your account stays with Fidelity NetBenefits after you leave, so you can log in with the same credentials. If your balance was small, the plan may have rolled it into an IRA in your name. If you can't find it, Beagle can locate it for you.

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