# Sun Bum LLC 401(k) Plan
Source: https://planprovider.pro/companies/sun-bum-llc-401k-plan

> Sun Bum LLC's 401(k) plan: 116 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|—|—|

## Similar Plans

- [Lmc Enterprises](https://planprovider.pro/companies/lmc-enterprises-plan-001) — 121 participants

- [Best Sanitizers, INC.](https://planprovider.pro/companies/best-sanitizers-inc-401k-plan) — 105 participants

- [Lmc Enterprises](https://planprovider.pro/companies/lmc-enterprises-401k-plan) — 134 participants

- [Dr. Squatch, LLC](https://planprovider.pro/companies/dr-squatch-inc-401k-plan-001) — 148 participants

- [The Clorox Company](https://planprovider.pro/companies/the-clorox-company-401k-plan-007) — 66 participants

- [Shepard Bros., INC.](https://planprovider.pro/companies/shepard-bros-inc-401k-plan) — 53 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/sun-bum-llc-401k-plan)

© 2026 PlanProvider.Pro