Plan Snapshot
- Plan Sponsor: Sun Gro Holdings INC.
- Sponsor EIN: 020550339
- Sponsor Address: 770 SILVER STREET, AGAWAM, MA, 01001
- Plan Type: 401(k)
- Total Participants: 186
- Total Assets: $21.0M
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 | 186 | $21.0M | $542,545 | $1.1M |
| 2023 | 214 | $21.3M | $545,599 | $1.1M |
| 2022 | 217 | $20.0M | $535,589 | $1.2M |
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 |
|---|---|---|---|---|
| MEYERS BROTHERS KALICKA P.C. | 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 | $21,685 | $21,685 | — | — | — |
| 2023 | $12,610 | — | — | $12,610 | — |
| 2022 | $12,376 | $12,376 | — | — | — |