Plan Snapshot
- Plan Sponsor: Sunset Home
- Sponsor EIN: 370661224
- Sponsor Address: 418 WASHINGTON ST, QUINCY, IL, 62301
- Plan Type: 403(b)
- Total Participants: 147
- Total Assets: $3.9M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- 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 | 147 | $3.9M | $123,898 | $284,137 |
| 2023 | 190 | $3.8M | $128,720 | $306,710 |
| 2022 | 181 | $3.1M | $122,744 | $287,450 |
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 |
|---|---|---|---|---|
| GRAY HUNTER STENN LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- GRAY HUNTER STENN 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 | $41,225 | — | $41,225 | — | — |
| 2023 | $50,707 | — | $50,707 | — | — |
| 2022 | $40,029 | $7,500 | $30,723 | — | $1,806 |