Plan Snapshot
- Plan Sponsor: Sun Distributing Company, LLC
- Sponsor EIN: 814779412
- Sponsor Address: PO BOX 2819, LA MESA, CA, 919432819
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 6
- Total Assets: $235,765
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 | 6 | $235,765 | $0 | $24,880 |
| 2023 | 6 | $243,849 | $0 | $0 |
| 2022 | 3 | $239,307 | $0 | $1,288 |
| 2019 | 225 | $134,286 | $0 | $112,653 |
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 |
|---|---|---|---|---|
| BUTTERFIELD SCHECHTER LLP | ERISA Attorney | $36,734 | — | $36,734 |
| ADP, INC. | Recordkeeper | $26,414 | — | $26,414 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- ADP, INC. — Recordkeeper
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $63,148
- Estimated Expense Ratio: 26.784% 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 | $63,149 | — | — | — | — |
| 2023 | $26,306 | — | — | — | — |
| 2022 | $28,550 | — | — | — | — |
| 2019 | $22,089 | — | — | — | — |