Plan Snapshot
- Plan Sponsor: Sunset Development Company
- Sponsor EIN: 941439557
- Sponsor Address: 2600 CAMINO RAMON SUITE 201, SAN RAMON, CA, 94583
- Plan Type: 401(k)
- Total Participants: 99
- Total Assets: $19.5M
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 | 99 | $19.5M | $466,058 | $1.1M |
| 2023 | 111 | $18.8M | $494,725 | $1.1M |
| 2022 | 110 | $14.7M | $476,180 | $1.0M |
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 |
|---|---|---|---|---|
| WELLS FARGO ADVISORS LLC | Investment Advisor | $72,500 | — | $72,500 |
| EMPOWER ADVISORY GROUP, LLC | Investment Advisor | $36,528 | — | $36,528 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $109,028
- Estimated Expense Ratio: 0.560% 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 | $109,028 | $109,028 | — | — | — |
| 2023 | $41,571 | — | $41,571 | — | — |
| 2022 | $46,437 | $33,444 | $12,993 | — | — |