Plan Snapshot
- Plan Sponsor: Sunshine Recyclers, INC.
- Sponsor EIN: 912014940
- Sponsor Address: 920 N. ARGONNE RD., SUITE 300, SPOKANE VALLEY, WA, 99212
- Plan Type: 401(k)
- Total Participants: 164
- Total Assets: $8.0M
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 | 164 | $8.0M | $237,734 | $571,640 |
| 2023 | 123 | $7.1M | $213,991 | $517,502 |
| 2022 | 121 | $5.4M | $186,912 | $438,697 |
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 |
|---|---|---|---|---|
| UBS FINANCIAL SERVICES | Investment Advisor | $23,760 | — | $23,760 |
| PENTEGRA SERVICES INC. | Other Service Provider | $12,737 | — | $12,737 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- UBS FINANCIAL SERVICES — Investment Advisor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $36,497
- Estimated Expense Ratio: 0.455% 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 | $42,416 | — | $42,416 | — | — |
| 2023 | $35,032 | — | $22,252 | — | — |
| 2022 | $37,952 | $18,279 | $19,673 | — | — |