Plan Snapshot
- Plan Sponsor: Sunnyside Presbyterian Home
- Sponsor EIN: 540591600
- Sponsor Address: 600 UNIVERSITY BOULEVARD, HARRISONBURG, VA, 22801
- Plan Type: 401(k)
- Total Participants: 665
- Total Assets: $18.0M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- 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 | 665 | $18.0M | $779,270 | $1.2M |
| 2023 | 644 | $16.9M | $606,303 | $968,441 |
| 2022 | 585 | $13.8M | $459,157 | $775,512 |
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 |
|---|---|---|---|---|
| CLIFTONLARSONALLEN LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- CLIFTONLARSONALLEN LLP — 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 | $91,249 | $44,543 | $46,706 | — | — |
| 2023 | $69,675 | $34,306 | $35,369 | — | — |
| 2022 | $77,363 | $74,192 | $3,171 | — | — |