Plan Snapshot
- Plan Sponsor: Sun River Health, INC.
- Sponsor EIN: 132828349
- Sponsor Address: 1037 MAIN STREET, PEEKSKILL, NY, 10566
- Plan Type: 403(b)
- Total Participants: 1,894
- Total Assets: $156.7M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- 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 | 1,894 | $156.7M | $5.5M | $6.8M |
| 2023 | 1,838 | $137.0M | $6.3M | $6.6M |
| 2022 | 1,885 | $114.7M | $6.0M | $6.2M |
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 |
|---|---|---|---|---|
| TRANSAMERICA RETIREMENT SOLUTIONS | RECORD KEEPER | $213,813 | — | $213,813 |
| COHNREZNICK LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- TRANSAMERICA RETIREMENT SOLUTIONS — RECORD KEEPER
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $213,813
- Estimated Expense Ratio: 0.136% 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 | $213,813 | — | — | — | — |
| 2023 | $148,050 | — | — | — | — |
| 2022 | $184,200 | — | — | — | — |