Plan Snapshot
- Plan Sponsor: Sun Capital Advisors, LP
- Sponsor EIN: 650624186
- Sponsor Address: 5200 TOWN CENTER CIRCLE, 4TH FLOOR, BOCA RATON, FL, 33486
- Plan Type: 401(k)
- Total Participants: 64
- Total Assets: $17.8M
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. |
|---|---|---|---|---|
| 2024 | 64 | $17.8M | $208,622 | $1.2M |
| 2023 | 77 | $18.1M | $239,289 | $1.4M |
| 2022 | 98 | $16.6M | $201,229 | $1.4M |
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 |
|---|---|---|---|---|
| COHNREZNICK, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- COHNREZNICK, LLP — Auditor
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 | $34,766 | $15,000 | — | — | — |
| 2023 | $32,510 | $15,000 | — | — | — |
| 2022 | $37,315 | — | — | — | — |