# Sunshine Ace Hardware, INC. 401(k) Plan
Source: https://planprovider.pro/companies/sunshine-ace-hardware-inc-401k-plan

> Sunshine Ace Hardware, INC.'s 401(k) plan: 511 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Sunshine Ace Hardware, INC.

- **Sponsor EIN:** 200201457

- **Sponsor Address:** 9148 BONITA BEACH ROAD, UNIT 207, BONITA SPRINGS, FL, 34135

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

- **Total Participants:** 511

- **Total Assets:** $19.4M

## 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|511|$19.4M|$593,102|$888,665|

| 2023|508|$17.6M|$552,565|$828,168|

| 2022|510|$15.4M|$530,735|$782,631|

## 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|

| KABAT, SCHERTZER, DE LA TORRE, TARA|Auditor|—|—|$0|

## 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|$78,516|—|—|—|—|

| 2023|$65,586|—|—|—|—|

| 2022|$114,359|$35,515|$8,698|—|$68,646|

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