# Sun Behavioral Health, INC. 401(k) Plan
Source: https://planprovider.pro/companies/sun-behavioral-health-inc-401k-plan

> Sun Behavioral Health, INC.'s 401(k) plan: 980 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/epic-retirement-plan-services) — 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|—|—|

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