# Sunshine Homes, INC. 401(k) Plan
Source: https://planprovider.pro/companies/sunshine-homes-inc-401k-plan

> Sunshine Homes, INC.'s 401(k) plan: 325 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Sunshine Homes, INC.

- **Sponsor EIN:** 630596473

- **Sponsor Address:** 100 SUNSHINE AVENUE, RED BAY, AL, 35582

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

- **Total Participants:** 325

- **Total Assets:** $7.3M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** Yes

- **Participant-Directed Investments:** No

- **ERISA Section 404(c) Fiduciary Safe Harbor:** No

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|325|$7.3M|$241,210|$358,133|

| 2023|267|$7.9M|$197,368|$310,278|

| 2022|219|$7.6M|$170,348|$263,220|

## 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|

| EMPOWER ANNUITY INS COMPANY AMERICA|RECORD KEEPER|$43,470|—|$43,470|

| BORLAND BENEFIELD, PC|Auditor|—|—|$0|

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $43,470

- **Estimated Expense Ratio:** 0.599% 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|$50,498|—|$3,275|—|—|

| 2023|$41,115|—|—|—|—|

| 2022|$41,685|—|—|—|—|

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