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Original filing (PDF)20251014171139NAL0001718563001
SUNSHINE QUALITY SOLUTIONS, LLC
Form 5500
FILING_RECEIVED
SUNSHINE QUALITY SOLUTIONS 401(K) PLAN
401(k) retirement plan
Active participants
277
Accounts w/ balance
343
Plan assets (EOY)
$18.5M
Net assets (EOY)
$18.5M
How this plan invests
This plan
30 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
91
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
100
Total plan cost
65
Vendor stack
100
Participation health
100
Knocking points off
- 53 bps in Schedule C fees — 81% above peer band of 29 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SUNSHINE QUALITY SOLUTIONS, LLC.
Plan sponsor
Name
SUNSHINE QUALITY SOLUTIONS, LLC
EIN
81-3679943
Address
PO BOX 429 · DONALDSONVILLE, LA · 70346
Phone
(888) 523-3373
Industry
Retail Tradesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-14
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
EISNERAMPER, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
5 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NATIONWIDE | — | COLUMBUS, OH | RECORDKEEPER | $1K | — |
Advisor / Consultant
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRO ACCOUNT | 73-0988442 | — | INVESTMENT ADVISOR | $55K | — |
| SECOND LINE CAPITAL LLC | 92-3387385 | — | INVESTMENT ADVISOR | $40K | — |
TPA / Administrator
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| RETIREMENT STRATEGIES GROUP, LLC | 72-1450587 | — | TPA | $2K | — |
| RETIREMENT STRATEGIES GROUP, LLC | 72-1450587 | — | THIRD PARTY ADMIN. | $0 | — |
Investments
30 direct securities· $17.8M(96% of reported assets)
Uncategorized
$17.8M
29 holdings
Real Estate
$29K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Lifecycle Index 2030 R6 Nuveen | — | — | — | $2.7M | 14.6% | |
| Lifecycle Index 2035 R6 Nuveen | — | — | — | $2.5M | 13.8% | |
| Lifecycle Index 2040 R6 Nuveen | — | — | — | $2.4M | 12.7% | |
| Lifecycle Index 2025 R6 Nuveen | — | — | — | $2.3M | 12.3% | |
| Stable Value Guaranteed JH | — | — | — | $1.9M | 10.2% | |
| Lifecycle Index 2045 R6 Nuveen | — | — | — | $1.8M | 9.5% | |
| Lifecycle Index 2050 R6 Nuveen | — | — | — | $1.0M | 5.6% | |
| Lifecycle Index 2055 R6 Nuveen | — | — | — | $791K | 4.3% | |
| Lifecycle Index 2015 R6 Nuveen 251 Lifecycle Index 2020 R6 Nuveen | — | — | — | $583K | 3.2% | |
| Lifecycle Index 2060 R6 Nuveen | — | — | — | $495K | 2.7% | |
| Ttl World Stk Idx Adm Vanguard | — | — | — | $251K | 1.4% | |
| Lifecycle Index 2065 R6 Nuveen | — | — | — | $174K | 0.9% | |
| Inst Long Dur Cre T. Rowe Price | — | — | — | $156K | 0.8% | |
| Info Tech Idx Admiral Vanguard | — | — | — | $117K | 0.6% | |
| 500 Index Fd Admiral Vanguard | — | — | — | $116K | 0.6% | |
| Core Bond Admiral Vanguard | — | — | — | $107K | 0.6% | |
| Large Growth R6 JP Morgan | — | — | — | $80K | 0.4% | |
| Sm Cap Val Ind Adm Vanguard | — | — | — | $62K | 0.3% | |
| MidCap Grwth Ind Adm Vanguard | — | — | — | $56K | 0.3% | |
| Growth Index Fd Adm Vanguard | — | — | — | $53K | 0.3% | |
| Index Adm Vanguard | Real Estate | — | — | $29K | 0.2% | |
| Balanced Index Ad Vanguard | — | — | — | $28K | 0.2% | |
| Value Index Fd Adm Vanguard | — | — | — | $27K | 0.1% | |
| Emerg Mkts Stk Idx Ad Vanguard | — | — | — | $26K | 0.1% | |
| Utilities Index Adm Vanguard 14 Intl Equity R6 JP Morgan | — | — | — | $25K | 0.1% | |
| Small Growth Adml Vanguard | — | — | — | $20K | 0.1% | |
| US Govt MMkt Cap Cl JP Morgan | — | — | — | $7K | <0.1% | |
| S-T Bond Index Adm Vanguard | — | — | — | $4K | <0.1% | |
| Mid-Cap Val Index Adm Vanguard | — | — | — | $3K | <0.1% | |
| Cash Res Fed MM Adm Vanguard 47 High Yield Prt K BlackRock | — | — | — | $1K | <0.1% |
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