# The Sunshine House 401(k) Plan
Source: https://planprovider.pro/companies/the-sunshine-house-401k-plan

> The Sunshine House's 401(k) plan: 1,736 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/john-hancock) — RECORDKEEPER

- [SMITH LEONARD PLLC](https://planprovider.pro/provider/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|—|—|—|—|

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