Plan Snapshot
- Plan Sponsor: Sunny Glen Children'S Home
- Sponsor EIN: 741260706
- Sponsor Address: P.O. BOX 1373, SAN BENITO, TX, 78586
- Plan Type: 403(b)
- Plan Number: 001
- Total Participants: 929
- Total Assets: $4.5M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2025 | 929 | $4.5M | $0 | $0 |
| 2024 | 806 | $3.6M | $421,379 | $625,395 |
| 2023 | 731 | $2.4M | $331,482 | $533,499 |
| 2022 | 705 | $1.5M | $212,723 | $384,788 |
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 |
|---|---|---|---|---|
| NOVA 401(K) ASSOCIATES | Recordkeeper | — | $16,689 | $16,689 |
| DELTA FINANCIAL INSURANCE | Investment Advisor | — | $14,235 | $14,235 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $30,924
- Estimated Expense Ratio: 0.687% 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 |
|---|---|---|---|---|---|
| 2025 | $1,316,797 | — | $80,314 | — | — |
| 2024 | $30,220 | — | $30,220 | — | — |
| 2023 | $36,417 | — | $36,417 | — | — |
| 2022 | $17,164 | — | $17,164 | — | — |