# Sun Motor Cars, INC. Health & Welfare Plan
Source: https://planprovider.pro/companies/sun-motor-cars-inc-232227302-502

> Sun Motor Cars, INC.'s Health & Welfare plan: 153 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Sun Motor Cars, INC.

- **Sponsor EIN:** 232227302

- **Sponsor Address:** 6677 CARLISLE PIKE, MECHANICSBURG, PA, 170501707

- **Plan Type:** Health & Welfare

- **Plan Number:** 502

- **Total Participants:** 153

- **Total Assets:** $1.2M

## 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:** No

## Plan Financials by Year

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

| 2024|153|$1.2M|$2.0M|$326,095|

| 2023|146|$766,396|$1.6M|$306,534|

| 2022|59|$838,880|$2.4M|$523,889|

## 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|

| MCCONKEY BENEFITS & FINANCIAL SERV|Investment Advisor|$51,277|—|$51,277|

| BENEFITMALL|Other Service Provider|$10,483|—|$10,483|

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $61,760

- **Estimated Expense Ratio:** 5.192% 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|$527,030|—|$10,653|—|—|

| 2023|$528,246|—|$75,128|—|—|

| 2022|$709,480|—|$119,356|—|—|

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