Plan Snapshot
- Plan Sponsor: Sun And Sands Enterprises, LLC
- Sponsor EIN: 330249347
- Sponsor Address: 47110 WASHINGTON ST. #103, LA QUINTA, CA, 92253
- Plan Type: 401(k)
- Total Participants: 112
- Total Assets: $14.9M
Key Plan Design Features
- Auto-Enrollment: No
- 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. |
|---|---|---|---|---|
| 2024 | 112 | $14.9M | $296,083 | $710,313 |
| 2023 | 105 | $13.3M | $270,893 | $637,235 |
| 2022 | 94 | $11.5M | $241,200 | $566,103 |
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 |
|---|---|---|---|---|
| PENSION ASSURANCE LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- PENSION ASSURANCE 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 | $89,949 | $28,118 | $61,831 | — | — |
| 2023 | $79,291 | $24,080 | $55,211 | — | — |
| 2022 | $73,251 | $23,074 | $50,177 | — | — |