Plan Snapshot
- Plan Sponsor: Sun Capital Hotels
- Sponsor EIN: 472941338
- Sponsor Address: 8901 ADAMS ST NE STE A, ALBUQUERQUE, NM, 871132718
- Plan Type: 401(k)
- Total Participants: 276
- Total Assets: $961,046
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 | 276 | $961,046 | $78,359 | $165,439 |
| 2023 | 244 | $734,947 | $71,790 | $153,092 |
| 2022 | 190 | $482,022 | $79,762 | $162,522 |
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 |
|---|---|---|---|---|
| ERIN M PERDUE CPA LLC | 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 | $7,340 | $285 | $6,195 | — | — |
| 2023 | $5,173 | — | $5,173 | — | — |
| 2022 | $23,319 | $237 | $23,082 | — | — |