# Sunset Automotive Group 401(k) Plan
Source: https://planprovider.pro/companies/sunset-automotive-group-401k-plan

> Sunset Automotive Group's 401(k) plan: 520 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Sunset Automotive Group

- **Sponsor EIN:** 591947185

- **Sponsor Address:** 5005 SOUTH TAMIAMI TRAIL, SARASOTA, FL, 34231

- **Plan Type:** 401(k)

- **Total Participants:** 520

- **Total Assets:** $36.4M

## 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|520|$36.4M|$175,985|$2.6M|

| 2023|512|$32.7M|$176,767|$2.7M|

| 2022|427|$29.4M|$173,095|$2.6M|

## 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|

| AMERIPRISE FINANCIAL SERVICES LLC|INVESTMENT ADVISOR|$45,953|—|$45,953|

| ALERUS FINANCIAL|DIRECTED TRUSTEE|$34,101|—|$34,101|

| WALL TITUS, LLC|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [ALERUS FINANCIAL](https://planprovider.pro/provider/intellicents-inc) — DIRECTED TRUSTEE

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $80,054

- **Estimated Expense Ratio:** 0.220% 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|$73,125|$45,953|—|—|—|

| 2023|$20,534|$16,442|—|—|—|

| 2022|$25,335|—|$25,335|—|—|

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