Plan Snapshot
- Plan Sponsor: Sunshine Village
- Sponsor EIN: 046190469
- Sponsor Address: 75 LITWIN LANE, CHICOPEE, MA, 01020
- Plan Type: 401(k)
- Plan Number: 002
- Total Participants: 203
- Total Assets: $5.8M
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 | 203 | $5.8M | $298,897 | $451,787 |
| 2023 | 209 | $5.1M | $413,163 | $344,595 |
| 2022 | 187 | $4.6M | $164,195 | $282,435 |
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 |
|---|---|---|---|---|
| PASI, LLC | Other Service Provider | $8,140 | $2,576 | $10,716 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $10,716
- Estimated Expense Ratio: 0.183% 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 | $8,374 | — | $8,374 | — | — |
| 2023 | $5,165 | — | $5,165 | — | — |
| 2022 | $4,808 | — | — | — | $4,808 |