Plan Snapshot
- Plan Sponsor: Sunbelt Human Advancement Resources, INC.
- Sponsor EIN: 576028253
- Sponsor Address: 254 S. PLEASANTBURG DRIVE, GREENVILLE, SC, 29607
- Plan Type: 403(b)
- Total Participants: 229
- Total Assets: $7.4M
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 | 229 | $7.4M | $410,912 | $465,743 |
| 2023 | 336 | $6.9M | $370,482 | $411,691 |
| 2022 | 352 | $6.8M | $374,250 | $421,664 |
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 |
|---|---|---|---|---|
| MARTIN SMITH & COMPANY CPAS PA | Auditor | — | — | $0 |
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 | $27,376 | $27,376 | — | — | — |
| 2023 | $24,460 | $24,460 | — | — | — |
| 2022 | $48,562 | $48,562 | — | — | — |