Plan Snapshot
- Plan Sponsor: Sun Belle LLC
- Sponsor EIN: 521469354
- Sponsor Address: 3810 ROSE STREET, SCHILLER PARK, IL, 60176
- Plan Type: 401(k)
- Total Participants: 0
- Total Assets: $0
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. |
|---|---|---|---|---|
| 2025 | 0 | $0 | $0 | $0 |
| 2024 | 0 | $20.0M | $639,153 | $658,868 |
| 2023 | 125 | $17.5M | $595,475 | $590,080 |
| 2022 | 121 | $16.0M | $572,708 | $546,164 |
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 |
|---|---|---|---|---|
| SMITH & HOWARD, PC | Auditor | — | — | $0 |
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 |
|---|---|---|---|---|---|
| 2025 | $15 | — | $15 | — | — |
| 2024 | $11,779 | — | $11,779 | — | — |
| 2023 | $8,668 | — | $8,668 | — | — |
| 2022 | $6,714 | — | $6,714 | — | — |