Plan Snapshot
- Plan Sponsor: Sunshine Retirement Living LLC
- Sponsor EIN: 272259301
- Sponsor Address: 1080 SW MT BACHELOR DR #200, BEND, OR, 97702
- Plan Type: 401(k)
- Total Participants: 1,273
- Total Assets: $6.9M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 1,273 | $6.9M | $363,387 | $1.1M |
| 2023 | 1,408 | $5.8M | $297,532 | $1.1M |
| 2022 | 1,445 | $3.9M | $278,356 | $937,018 |
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 INSURANCE COMPANY | RECORDKEEPER | $47,819 | — | $47,819 |
| ALDRICH WEALTH LTD PARTNERSHIP | INVESTMENT ADVISOR | $24,682 | — | $24,682 |
| PRIME RETIREMENT SOLUTIONS, LLC | CONTRACT ADMIN | $10,000 | — | $10,000 |
| REDW LLC | AUDITOR | $7,000 | — | $7,000 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- ALDRICH WEALTH LTD PARTNERSHIP — INVESTMENT ADVISOR
- REDW LLC — AUDITOR
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $89,501
- Estimated Expense Ratio: 1.296% 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 | $89,025 | $24,682 | — | $7,000 | — |
| 2023 | $78,781 | $17,408 | $4,685 | $19,500 | — |
| 2022 | $44,265 | $14,897 | $29,368 | — | — |