Plan Snapshot
- Plan Sponsor: Sundown M Ranch Corporation
- Sponsor EIN: 910823103
- Sponsor Address: P O BOX 217, SELAH, WA, 98942
- Plan Type: DC
- Total Participants: 115
- Total Assets: $3.9M
Key Plan Design Features
- Auto-Enrollment: No
- 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 | 115 | $3.9M | $339,950 | $0 |
| 2023 | 103 | $3.5M | $286,808 | $0 |
| 2022 | 101 | $3.5M | $268,053 | $0 |
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 |
|---|---|---|---|---|
| ALEGRIA & COMPANY P.S. | 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 | $14,427 | — | $2,880 | — | — |
| 2023 | $7,652 | — | $3,190 | — | — |
| 2022 | $27,405 | $3,255 | — | — | — |