Plan Snapshot
- Plan Sponsor: Sunbelt Modular INC.
- Sponsor EIN: 208952512
- Sponsor Address: 5301 W MADISON ST, PHOENIX, AZ, 85043
- Plan Type: 401(k)
- Total Participants: 755
- Total Assets: $11.8M
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 | 755 | $11.8M | $759,886 | $919,610 |
| 2023 | 776 | $10.2M | $651,069 | $699,389 |
| 2022 | 610 | $8.8M | $571,535 | $600,719 |
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 |
|---|---|---|---|---|
| AMERICAN UNITED LIFE INSURANCE CO | NONE | $4,943 | $47,923 | $52,866 |
| LPL FINANCIAL LLC | NONE | — | $27,779 | $27,779 |
| ONEAMERICA RETIREMENT SERVICES LLC | NONE | $5,262 | — | $5,262 |
| FRAZIER & DEETER, LLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- LPL FINANCIAL LLC — NONE
- FRAZIER & DEETER, LLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $85,907
- Estimated Expense Ratio: 0.727% 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 | $8,164 | $5,262 | $2,902 | — | — |
| 2023 | $32,524 | $4,444 | $28,080 | — | — |
| 2022 | $44,379 | — | $44,379 | — | — |