# Sunstar Insurance Group Dba Chapman-Sander Insurance, LLC 401(k) Plan
Source: https://planprovider.pro/companies/sunstar-insurance-group-dba-chapman-sander-insurance-llc-401k-plan

> Sunstar Insurance Group Dba Chapman-Sander Insurance, LLC's 401(k) plan: 738 participants, plan year 2024 financials, providers, and benchmarks from Form 550…

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Sunstar Insurance Group Dba Chapman-Sander Insurance, LLC

- **Sponsor EIN:** 460800597

- **Sponsor Address:** 530 OAK COURT DRIVE, MEMPHIS, TN, 38117

- **Plan Type:** 401(k)

- **Total Participants:** 738

- **Total Assets:** $25.5M

## 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|738|$25.5M|$1.0M|$3.3M|

| 2023|586|$16.0M|$639,423|$2.5M|

| 2022|521|$11.1M|$502,856|$2.0M|

## 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|

| REYNOLDS, BONE & GRIESBECK PLC|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [REYNOLDS, BONE & GRIESBECK PLC](https://planprovider.pro/provider/reynolds-bone-and-griesbeck-plc) — 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|$95,990|—|$95,990|—|—|

| 2023|$73,266|—|$73,266|—|—|

| 2022|$60,730|$60,730|—|—|—|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/sunstar-insurance-group-dba-chapman-sander-insurance-llc-401k-plan)

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