Plan Snapshot
- Plan Sponsor: First Sun Management Corporation
- Sponsor EIN: 570892447
- Sponsor Address: 11012 ANDERSON RD, PIEDMONT, SC, 29673
- Plan Type: 401(k)
- Total Participants: 160
- Total Assets: $850,214
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 160 | $850,214 | $22,406 | $125,765 |
| 2023 | 168 | $723,189 | $21,794 | $112,324 |
| 2022 | 169 | $561,558 | $22,127 | $117,228 |
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 |
|---|---|---|---|---|
| GREERWALKER LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- GREERWALKER LLP — 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 | $5,750 | — | — | — | — |
| 2023 | $3,720 | $1,098 | — | — | — |
| 2022 | $2,446 | — | $2,446 | — | — |