# Sun Gro Holdings INC. 401(k) Plan
Source: https://planprovider.pro/companies/sun-gro-holdings-inc-401k-plan

> Sun Gro Holdings INC.'s 401(k) plan: 186 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|—|—|—|

## Similar Plans

- [Spectrum Lighting, INC.](https://planprovider.pro/companies/spectrum-lighting-inc-401k-plan) — 202 participants

- [Scheidt & Bachmann Usa INC.](https://planprovider.pro/companies/scheidt-bachmann-usa-inc-401k-plan) — 168 participants

- [Epec, LLC](https://planprovider.pro/companies/epec-llc-401k-plan) — 161 participants

- [David Clark Holdings, INC.](https://planprovider.pro/companies/david-clark-holdings-inc-plan-003) — 216 participants

- [Savage Arms, INC.](https://planprovider.pro/companies/savage-arms-inc-401k-plan-007) — 226 participants

- [The Entwistle Company](https://planprovider.pro/companies/the-entwistle-company-401k-plan) — 144 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/sun-gro-holdings-inc-401k-plan)

© 2026 PlanProvider.Pro