# Sunstate Equipment Co., LLC 401(k) Plan
Source: https://planprovider.pro/companies/sunstate-equipment-co-llc-401k-plan

> Sunstate Equipment Co., LLC's 401(k) plan: 2,256 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Sunstate Equipment Co., LLC

- **Sponsor EIN:** 860810251

- **Sponsor Address:** 5552 E WASHINGTON STREET, PHOENIX, AZ, 85034

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

- **Total Participants:** 2,256

- **Total Assets:** $164.0M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** Yes

- **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|2,256|$164.0M|$4.6M|$14.6M|

| 2023|2,050|$138.9M|$4.4M|$12.8M|

| 2022|1,928|$112.1M|$4.1M|$11.7M|

## 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|

| TRANSAMERICA RETIREMENT SOLUTIONS|RECORD KEEPER|$229,134|—|$229,134|

| NEPC, LLC|INVESTMENT ADVISOR|$27,492|—|$27,492|

| LBMC PC|AUDITOR|$16,900|—|$16,900|

| EPSTEIN BECKER & GREEN PC|LEGAL|$11,326|—|$11,326|

### Verified Provider Profiles

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

- [TRANSAMERICA RETIREMENT SOLUTIONS](https://planprovider.pro/provider/transamerica) — RECORD KEEPER

- [NEPC, LLC](https://planprovider.pro/provider/milliman) — INVESTMENT ADVISOR

- [LBMC PC](https://planprovider.pro/provider/lbmc-pc) — AUDITOR

- [EPSTEIN BECKER & GREEN PC](https://planprovider.pro/provider/epstein-becker-and-green-pc) — LEGAL

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $284,852

- **Estimated Expense Ratio:** 0.174% 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|$284,852|$27,492|—|$16,900|—|

| 2023|$227,504|$18,881|—|$15,900|—|

| 2022|$161,837|$121,303|$17,471|—|$23,063|

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