# Sunbelt Modular INC. 401(k) Plan
Source: https://planprovider.pro/companies/sunbelt-modular-inc-401k-plan

> Sunbelt Modular INC.'s 401(k) plan: 755 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/lpl-financial-llc) — NONE

- [FRAZIER & DEETER, LLC](https://planprovider.pro/provider/frazier-and-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|—|—|

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