# Sunshine Retirement Living LLC 401(k) Plan
Source: https://planprovider.pro/companies/sunshine-retirement-living-llc-401k-plan

> Sunshine Retirement Living LLC's 401(k) plan: 1,273 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/aldrich-wealth-lp) — INVESTMENT ADVISOR

- [REDW LLC](https://planprovider.pro/provider/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|—|—|

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