Plan Snapshot
- Plan Sponsor: Sunshine Acres Children'S Home
- Sponsor EIN: 860196532
- Sponsor Address: 3405 N. HIGLEY ROAD, MESA, AZ, 852159741
- Plan Type: 401(k)
- Total Participants: 137
- Total Assets: $2.4M
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 | 137 | $2.4M | $187,994 | $75,313 |
| 2023 | 101 | $2.1M | $239,125 | $69,204 |
| 2022 | 97 | $1.7M | $270,245 | $61,196 |
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 |
|---|---|---|---|---|
| JDS PROFESSIONAL GROUP | 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 | $199,132 | — | $17,928 | — | — |
| 2023 | $212,478 | — | $14,553 | — | — |
| 2022 | $13,745 | $217 | — | — | — |