Plan Snapshot
- Plan Sponsor: Sun West Mortgage Company, INC.
- Sponsor EIN: 953523796
- Sponsor Address: 18303 GRIDLEY RD, CERRITOS, CA, 90703
- Plan Type: 401(k)
- Total Participants: 271
- Total Assets: $16.2M
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 | 271 | $16.2M | $71,411 | $1.2M |
| 2023 | 329 | $13.5M | $0 | $1.1M |
| 2022 | 359 | $12.0M | $12,706 | $1.7M |
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 |
|---|---|---|---|---|
| RICHEY MAY & CO. | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- RICHEY MAY & CO. — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $99,007 | $52,055 | — | — | — |
| 2023 | $85,014 | $46,321 | — | — | — |
| 2022 | $112,993 | $3,264 | — | — | — |