# Sunroad Holding Corporation 401(k) Plan
Source: https://planprovider.pro/companies/sunroad-holding-corporation-401k-plan

> Sunroad Holding Corporation's 401(k) plan: 1,304 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

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

- [GLOBAL RETIREMENT PARTNERS LLC](https://planprovider.pro/provider/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|—|—|—|—|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/sunroad-holding-corporation-401k-plan)

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