# Sun Health Employee Services, LLC. 401(k) Plan
Source: https://planprovider.pro/companies/sun-health-employee-services-llc-401k-plan

> Sun Health Employee Services, LLC.'s 401(k) plan: 913 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Sun Health Employee Services, LLC.

- **Sponsor EIN:** 843319318

- **Sponsor Address:** 14719 W. GRAND AVENUE, SURPRISE, AZ, 85374

- **Plan Type:** 401(k)

- **Total Participants:** 913

- **Total Assets:** $14.2M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **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|913|$14.2M|$1.1M|$2.1M|

| 2023|570|$10.9M|$814,561|$1.6M|

| 2022|530|$8.9M|$736,054|$1.5M|

## 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|

| FIDELITY INVESTMENTS INSTITUTIONAL|RECORDKEEPER|$48,518|—|$48,518|

| CBIZ INVESTMENT ADVISORY SERVICES|ADVISOR|$28,895|—|$28,895|

| FORVIS MAZARS, LLP|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [FIDELITY INVESTMENTS INSTITUTIONAL](https://planprovider.pro/provider/fidelity-investments) — RECORDKEEPER

- [FORVIS MAZARS, LLP](https://planprovider.pro/provider/forvis-mazars-llp) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $77,413

- **Estimated Expense Ratio:** 0.547% 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|$77,413|$28,895|—|—|—|

| 2023|$61,192|$23,045|—|—|—|

| 2022|$60,536|—|—|—|—|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/sun-health-employee-services-llc-401k-plan)

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