# Sunny Sky Products, LLC 401(k) Plan
Source: https://planprovider.pro/companies/sunny-sky-products-llc-401k-plan

> Sunny Sky Products, LLC's 401(k) plan: 639 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/fidelity-investments) — RECORDKEEPER

- [FORVIS](https://planprovider.pro/provider/forvis-mazars-llp) — ACCOUNTANT/AUDITOR

- [STRATEGIC ADVISORS, INC.](https://planprovider.pro/provider/creative-planning) — 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|—|—|—|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/sunny-sky-products-llc-401k-plan)

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