Plan Snapshot
- Plan Sponsor: Sunshine Quality Solutions, LLC
- Sponsor EIN: 813679943
- Sponsor Address: PO BOX 429, DONALDSONVILLE, LA, 70346
- Plan Type: 401(k)
- Total Participants: 277
- Total Assets: $18.5M
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 | 277 | $18.5M | $465,224 | $1.1M |
| 2023 | 318 | $16.2M | $433,252 | $1.1M |
| 2022 | 317 | $14.1M | $426,977 | $1.1M |
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 |
|---|---|---|---|---|
| PRO ACCOUNT | Investment Advisor | $54,647 | — | $54,647 |
| SECOND LINE CAPITAL LLC | Investment Advisor | $39,502 | — | $39,502 |
| RETIREMENT STRATEGIES GROUP, LLC | Recordkeeper | $1,725 | $6,850 | $8,575 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- PRO ACCOUNT — Investment Advisor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $102,724
- Estimated Expense Ratio: 0.555% 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 | $96,853 | — | $96,853 | — | — |
| 2023 | $113,908 | — | $113,908 | — | — |
| 2022 | $122,224 | — | $122,224 | — | — |