# Sun Mechanical Contracting, INC. 401(k) Plan
Source: https://planprovider.pro/companies/sun-mechanical-contracting-inc-401k-plan

> Sun Mechanical Contracting, INC.'s 401(k) plan: 409 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Sun Mechanical Contracting, INC.

- **Sponsor EIN:** 860362106

- **Sponsor Address:** 3951 E COLUMBIA ST, TUCSON, AZ, 857142155

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

- **Total Participants:** 409

- **Total Assets:** $9.8M

## 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|409|$9.8M|$443,651|$853,245|

| 2023|248|$9.4M|$383,929|$725,518|

| 2022|279|$7.7M|$364,662|$702,484|

## 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|

| WELLSPRING FINANCIAL PARTNERS|ADVISOR|$34,656|—|$34,656|

| FIDELITY INVESTMENTS INSTITUTIONAL|RECORDKEEPER|$19,985|—|$19,985|

| CLIFTONLARSONALLEN 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

- [CLIFTONLARSONALLEN LLP](https://planprovider.pro/provider/cliftonlarsonallen-llp) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $54,641

- **Estimated Expense Ratio:** 0.557% 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|$54,641|$34,656|—|—|—|

| 2023|$53,610|$32,016|—|—|—|

| 2022|$59,918|—|—|—|—|

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