Plan Snapshot
- Plan Sponsor: Sun City Palm Springs Communit
- Sponsor EIN: 943200731
- Sponsor Address: 38180 DEL WEBB BLVD, PALM DESERT, CA, 922111256
- Plan Type: 401(k)
- Total Participants: 169
- Total Assets: $4.6M
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 | 169 | $4.6M | $158,963 | $450,778 |
| 2023 | 154 | $4.1M | $148,405 | $408,105 |
| 2022 | 148 | $3.8M | $120,932 | $330,255 |
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 |
|---|---|---|---|---|
| FORTEM FINANCIAL | ADVISOR | $9,430 | — | $9,430 |
| CARLSEN & FERRIS, APC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FORTEM FINANCIAL — ADVISOR
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $9,430
- Estimated Expense Ratio: 0.203% of plan assets
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 | $15,697 | $12,284 | $2,553 | — | — |
| 2023 | $16,949 | $11,899 | $4,190 | — | — |
| 2022 | $15,286 | $11,779 | $3,507 | — | — |