Plan Snapshot
- Plan Sponsor: Sunfresh LLC
- Sponsor EIN: 541984233
- Sponsor Address: 975 WEST IMPERIAL HIGHWAY, BREA, CA, 92821
- Plan Type: 401(k)
- Total Participants: 261
- Total Assets: $5.3M
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 | 261 | $5.3M | $39,697 | $154,399 |
| 2023 | 17 | $4.6M | $163,547 | $316,001 |
| 2022 | 45 | $3.7M | $166,417 | $328,914 |
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 |
|---|---|---|---|---|
| KREISCHER MILLER | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- KREISCHER MILLER — 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 | $230,420 | — | $14,132 | — | — |
| 2023 | $316,337 | — | $32,873 | — | — |
| 2022 | $36,923 | — | — | — | — |