Plan Snapshot
- Plan Sponsor: Sunny Sky Products, LLC
- Sponsor EIN: 760593373
- Sponsor Address: 11747 WINDFERN ROAD, HOUSTON, TX, 77064
- Plan Type: 401(k)
- Total Participants: 639
- Total Assets: $15.0M
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 | 639 | $15.0M | $740,224 | $1.6M |
| 2023 | 263 | $10.3M | $449,967 | $1.1M |
| 2022 | 207 | $8.2M | $356,067 | $866,320 |
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 |
|---|---|---|---|---|
| CONCURRENT INVESTMENT ADVISORS LLC | ADVISOR | $40,995 | — | $40,995 |
| FIDELITY INVESTMENTS INSTITUTIONAL | RECORDKEEPER | $33,331 | — | $33,331 |
| FORVIS | ACCOUNTANT/AUDITOR | $23,192 | — | $23,192 |
| STRATEGIC ADVISORS, INC. | ADVISOR | $5,147 | — | $5,147 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FIDELITY INVESTMENTS INSTITUTIONAL — RECORDKEEPER
- FORVIS — ACCOUNTANT/AUDITOR
- STRATEGIC ADVISORS, INC. — ADVISOR
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $102,665
- Estimated Expense Ratio: 0.686% 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 | $102,666 | $46,143 | — | $23,192 | — |
| 2023 | $60,309 | $34,864 | — | — | — |
| 2022 | $64,443 | $2,135 | — | — | — |