Plan Snapshot
- Plan Sponsor: Sun Behavioral Health, INC.
- Sponsor EIN: 463864259
- Sponsor Address: PO BOX 4394, BRICK, NJ, 08723
- Plan Type: 401(k)
- Total Participants: 980
- Total Assets: $15.4M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 980 | $15.4M | $1.4M | $2.4M |
| 2023 | 1,178 | $11.3M | $959,051 | $1.7M |
| 2022 | 816 | $8.0M | $903,491 | $1.5M |
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 |
|---|---|---|---|---|
| VOYA RETIREMENT INSURANCE & ANNUITY | SERVICE PROVIDER | $101,787 | — | $101,787 |
| ONEDIGITAL INVESTMENT ADVISORS | SERVICE PROVIDER | — | $53,469 | $53,469 |
| CALVETTI FERGUSON LLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- ONEDIGITAL INVESTMENT ADVISORS — SERVICE PROVIDER
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $155,256
- Estimated Expense Ratio: 1.011% 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 |
|---|---|---|---|---|---|
| 2024 | $102,588 | $588 | $97,976 | — | — |
| 2023 | $105,363 | $33,640 | $59,323 | — | — |
| 2022 | $110,313 | $35,785 | $74,528 | — | — |