Plan Snapshot
- Plan Sponsor: Sun Bum LLC
- Sponsor EIN: 271742430
- Sponsor Address: 444 S COAST HIGHWAY 101, ENCINITAS, CA, 92024
- Plan Type: 401(k)
- Total Participants: 116
- Total Assets: $6.9M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 116 | $6.9M | $549,756 | $992,191 |
| 2023 | 115 | $4.7M | $443,286 | $863,878 |
| 2022 | 108 | $2.7M | $340,581 | $773,363 |
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 |
|---|---|---|---|---|
| HAYNIE AND CO | 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 |
|---|---|---|---|---|---|
| 2024 | $29,861 | $28,042 | $1,819 | — | — |
| 2023 | $17,361 | $16,766 | $595 | — | — |
| 2022 | $12,506 | $11,400 | $1,106 | — | — |