# Sunbelt Human Advancement Resources, INC. 403(b) Plan
Source: https://planprovider.pro/companies/sunbelt-human-advancement-resources-inc-plan

> Sunbelt Human Advancement Resources, INC.'s 403(b) plan: 229 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|—|—|—|

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