# Sun Mar Healthcare 401(k) Plan
Source: https://planprovider.pro/companies/sun-mar-healthcare-401k-plan

> Sun Mar Healthcare's 401(k) plan: 8,356 participants, plan year 2023 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2023.

## Plan Snapshot

- **Plan Sponsor:** Sun Mar Healthcare

- **Sponsor EIN:** 330386387

- **Sponsor Address:** 3050 SATURN STREET, SUITE 201, BREA, CA, 92821

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

- **Total Participants:** 8,356

- **Total Assets:** $13.8M

## Key Plan Design Features

- **Auto-Enrollment:** No

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **Participant-Directed Investments:** No

- **ERISA Section 404(c) Fiduciary Safe Harbor:** Yes

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2023|8,356|$13.8M|$0|$2.1M|

| 2022|4,747|$10.7M|$0|$2.1M|

| 2021|5,463|$12.9M|$0|$0|

## 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|

| PENTEGRA SERVICES, INC.|RECORDKEEPER|$18,352|—|$18,352|

| WERTZ & CO|Auditor|—|—|$0|

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $18,352

- **Estimated Expense Ratio:** 0.133% 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|

| 2023|$9,176|—|—|—|—|

| 2022|$6,067|—|$1,200|—|$4,867|

| 2021|$5,326|—|$1,100|—|—|

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