Plan Snapshot
- Plan Sponsor: Sunroad Holding Corporation
- Sponsor EIN: 330473258
- Sponsor Address: 8265 VICKERS STREET, SAN DIEGO, CA, 92111
- Plan Type: 401(k)
- Total Participants: 1,304
- Total Assets: $60.8M
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 | 1,304 | $60.8M | $601,743 | $6.6M |
| 2023 | 1,170 | $55.3M | $604,336 | $6.6M |
| 2022 | 1,173 | $47.8M | $483,299 | $6.9M |
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 |
|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | RECORDKEEPER | $125,797 | — | $125,797 |
| GLOBAL RETIREMENT PARTNERS LLC | ADVISOR | $25,000 | — | $25,000 |
| LAVINE LOFGREN MORRIS & ENGELB | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FIDELITY INVESTMENTS INSTITUTIONAL — RECORDKEEPER
- GLOBAL RETIREMENT PARTNERS LLC — ADVISOR
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $150,797
- Estimated Expense Ratio: 0.248% 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 | $155,039 | $28,169 | — | — | — |
| 2023 | $123,836 | $18,750 | — | — | — |
| 2022 | $151,345 | — | — | — | — |