Plan Snapshot
- Plan Sponsor: The Sunshine House
- Sponsor EIN: 571000178
- Sponsor Address: 601 EAST MCBEE AVE. SUITE 201, GREENVILLE, SC, 29601
- Plan Type: 401(k)
- Total Participants: 1,736
- Total Assets: $3.9M
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 | 1,736 | $3.9M | $0 | $406,301 |
| 2023 | 1,158 | $3.7M | $3 | $420,713 |
| 2022 | 738 | $3.0M | $0 | $412,448 |
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 |
|---|---|---|---|---|
| JOHN HANCOCK | RECORDKEEPER | $20,713 | — | $20,713 |
| MERRILL LYNCH, PIERCE, F & S INC. | INVESTMENT/FINANCIAL ADV | $9,033 | — | $9,033 |
| SMITH LEONARD PLLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- JOHN HANCOCK — RECORDKEEPER
- SMITH LEONARD PLLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $29,746
- Estimated Expense Ratio: 0.762% 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 | $29,746 | $9,339 | $20,407 | — | — |
| 2023 | $45,189 | $4,378 | $40,811 | — | — |
| 2022 | $74,591 | — | — | — | — |