Plan Snapshot
- Plan Sponsor: Sanisure, LLC
- Sponsor EIN: 843210697
- Sponsor Address: 1020 FLYNN ROAD, CAMARILLO, CA, 93012
- Plan Type: 401(k)
- Total Participants: 261
- Total Assets: $6.0M
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. |
|---|---|---|---|---|
| 2023 | 261 | $6.0M | $571,583 | $1.1M |
| 2022 | 289 | $4.0M | $516,382 | $838,001 |
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 |
|---|---|---|---|---|
| CAMBRIDGE INVESTMENT GROUP | Investment Advisor | $49,506 | — | $49,506 |
| TRUOG-RYDING COMPANY, INC. | Other Service Provider | $10,524 | $4,290 | $14,814 |
| EMPOWER ANNUITY INS CO OF AMERICA | Recordkeeper | $7,590 | — | $7,590 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $71,910
- Estimated Expense Ratio: 1.205% 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 |
|---|---|---|---|---|---|
| 2023 | $46,664 | $44,564 | $2,100 | — | — |
| 2022 | $31,459 | $29,759 | $1,700 | — | — |