# Sunbelt Solomon Services, LLC 401(k) Plan
Source: https://planprovider.pro/companies/sunbelt-solomon-services-llc-401k-plan

> Sunbelt Solomon Services, LLC's 401(k) plan: 1,004 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Sunbelt Solomon Services, LLC

- **Sponsor EIN:** 480777539

- **Sponsor Address:** PO BOX 245, SOLOMON, KS, 67480

- **Plan Type:** 401(k)

- **Total Participants:** 1,004

- **Total Assets:** $45.0M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **Participant-Directed Investments:** No

- **ERISA Section 404(c) Fiduciary Safe Harbor:** Yes

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|1,004|$45.0M|$2.5M|$4.3M|

| 2023|887|$36.2M|$1.9M|$3.2M|

| 2022|704|$27.3M|$1.5M|$2.4M|

## 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|

| PRINCIPAL LIFE INSURANCE COMPANY|CONTRACT ADMINISTRATOR|$173,875|—|$173,875|

| HAYS FINANCIAL GROUP, LLC|INVESTMENT ADVISORY|—|$46,037|$46,037|

| DWC ERISA CONSULTANTS LLC|CONTRACT ADMINISTRATOR|$25,511|$10,560|$36,071|

| KCOE ISOM, LLP|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [HAYS FINANCIAL GROUP, LLC](https://planprovider.pro/provider/hays-financial-group-llc) — INVESTMENT ADVISORY

- [KCOE ISOM, LLP](https://planprovider.pro/provider/kcoe-isom-llp) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $255,983

- **Estimated Expense Ratio:** 0.568% 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|$199,030|—|$199,030|—|—|

| 2023|$133,470|—|$133,470|—|—|

| 2022|$113,362|—|$113,362|—|—|

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