# Sun City Palm Springs Communit 401(k) Plan
Source: https://planprovider.pro/companies/sun-city-palm-springs-communit-401k-plan

> Sun City Palm Springs Communit's 401(k) plan: 169 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/fortem-financial-group-llc) — 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|—|—|

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