# Sundance Square Management, LLC 401(k) Plan
Source: https://planprovider.pro/companies/sundance-square-management-llc-401k-plan

> Sundance Square Management, LLC's 401(k) plan: 114 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Sundance Square Management, LLC

- **Sponsor EIN:** 320635048

- **Sponsor Address:** 425 HOUSTON STREET, FORT WORTH, TX, 76102

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

- **Total Participants:** 114

- **Total Assets:** $4.8M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** Yes

- **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|114|$4.8M|$312,757|$524,223|

| 2023|113|$3.9M|$305,205|$451,393|

| 2022|124|$3.0M|$340,151|$523,698|

## 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|

| KESTRA ADVISORY SERVICES|INVESTMENT/FINANCIAL ADVI|$31,718|—|$31,718|

| BAKER TILLY US, LLP|ACCOUNTANT|$25,200|—|$25,200|

| ADP, INC.|RECORD KEEPER|$5,121|—|$5,121|

### Verified Provider Profiles

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

- [KESTRA ADVISORY SERVICES](https://planprovider.pro/provider/sentinel-group) — INVESTMENT/FINANCIAL ADVI

- [BAKER TILLY US, LLP](https://planprovider.pro/provider/baker-tilly-us-llp) — ACCOUNTANT

- [ADP, INC.](https://planprovider.pro/provider/adp-retirement-services) — RECORD KEEPER

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $62,039

- **Estimated Expense Ratio:** 1.290% 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|$46,181|$41,157|—|—|—|

| 2023|$3,949|$53|—|—|—|

| 2022|$3,955|—|—|—|—|

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