Plan Snapshot
- Plan Sponsor: Sunsong Holdings, INC.
- Sponsor EIN: 473876141
- Sponsor Address: 3535 KETTERING BLVD., MORAINE, OH, 45439
- Plan Type: 401(k)
- Total Participants: 226
- Total Assets: $1.4M
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 | 226 | $1.4M | $214 | $146,722 |
| 2023 | 51 | $1.2M | $0 | $195,346 |
| 2022 | 188 | $952,242 | $0 | $239,960 |
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 |
|---|---|---|---|---|
| KENTNER SELLERS LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- KENTNER SELLERS LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $176,237 | — | $7,420 | — | — |
| 2023 | — | — | — | — | — |
| 2022 | $8,264 | — | — | — | — |