Plan Snapshot
- Plan Sponsor: Sunnyside Automotive, INC.
- Sponsor EIN: 341411253
- Sponsor Address: 7629 PEARL ROAD, MIDDLEBURG HEIGHTS, OH, 44130
- Plan Type: 401(k)
- Total Participants: 127
- Total Assets: $18.8M
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 | 127 | $18.8M | $70,755 | $402,314 |
| 2023 | 127 | $19.0M | $91,992 | $485,676 |
| 2022 | 129 | $19.2M | $147,571 | $891,697 |
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 |
|---|---|---|---|---|
| STANCORP FINANCIAL GROUP | Recordkeeper | $44,582 | — | $44,582 |
| MORGAN STANLEY | Recordkeeper | $38,205 | — | $38,205 |
| CHARLES SCHWAB | Recordkeeper | — | $7,100 | $7,100 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- STANCORP FINANCIAL GROUP — Recordkeeper
- MORGAN STANLEY — Recordkeeper
- CHARLES SCHWAB — Recordkeeper
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $89,887
- Estimated Expense Ratio: 0.477% 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 | $82,787 | $38,205 | $44,582 | — | — |
| 2023 | $85,637 | $37,919 | $47,718 | — | — |
| 2022 | $105,549 | $56,731 | $48,818 | — | — |