Plan Snapshot
- Plan Sponsor: Sunesis Environmental, LLC
- Sponsor EIN: 473157372
- Sponsor Address: 2610 CRESCENTVILLE ROAD, WEST CHESTER, OH, 45069
- Plan Type: 401(k)
- Total Participants: 183
- Total Assets: $3.0M
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 | 183 | $3.0M | $483,153 | $187,641 |
| 2023 | 213 | $2.2M | $506,272 | $171,462 |
| 2022 | 140 | $1.3M | $398,276 | $133,915 |
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 |
|---|---|---|---|---|
| DEAN DORTON ALLEN FORD PLLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- DEAN DORTON ALLEN FORD PLLC — Auditor
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 | $19,210 | $5,958 | — | — | — |
| 2023 | $17,838 | $3,579 | — | — | — |
| 2022 | $15,487 | $2,575 | $12,912 | — | — |