First Sun Management 401(k) match, vesting and fees
What First Sun Management's 401(k) plan says about matching contributions
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | Empower Annuity Insurance Company O | Schedule C ↗ |
| Independent auditor | Greerwalker Attest PLLC (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2025 medians for 415 defined-contribution plans in accommodation and food services with 100 to 499 participants.
| First Sun Management: employer contribution per participant | $127 | |
| Peer median | $702 |
| First Sun Management: average balance | $4,857 | |
| Peer median | $15,751 |
| First Sun Management: admin expenses ÷ assets | 0.59% | |
| Peer median | 0.67% |
Admin expenses are the plan's reported administrative expenses divided by its assets; they do not include fund expense ratios.
Plan history
Plan assets went from $681K at the end of plan year 2021 to $1.1M at the end of plan year 2025.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2025 | 276 | $1.1M | $29K | $127 | 0.59% | Not published | Form 5500 ↗ |
| 2024 | 298 | $850K | $22K | $86 | 0.73% | Not published | Form 5500 ↗ |
| 2023 | 216 | $723K | $22K | $119 | 0.58% | Not published | Form 5500 ↗ |
| 2022 | 214 | $562K | $22K | $134 | 0.39% | Not published | Form 5500 ↗ |
| 2021 | 244 | $681K | $24K | $127 | 0.30% | Not published | Form 5500 ↗ |
Common questions
Does First Sun Management match 401(k) contributions?
The match terms for the First Sun Management Corporation 401(k) Retirement Plan have not been published from its filing yet. The plan year 2025 filing reports $29K in employer contributions, about $127 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the First Sun Management 401(k) match vested?
The vesting schedule for the First Sun Management Corporation 401(k) Retirement Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the First Sun Management 401(k)?
The recordkeeper listed on Schedule C of the plan year 2025 filing is Empower Annuity Insurance Company O. The plan administrator is First Sun Management Corporation.
I left First Sun Management. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (First Sun Management Corporation, (864) 313-6422) or the recordkeeper, Empower Annuity Insurance Company O. The First Sun Management old 401(k) page lists the contacts from every plan filing. Find an old First Sun Management 401(k)
Data from the public Form 5500 annual reports First Sun Management filed with the U.S. Department of Labor (plan years 2021 and 2022 and 2023 and 2024 and 2025) and, where noted, the attached independent auditor's report. Plan terms may have changed since the filing; check your current Summary Plan Description. PlanFacts is not affiliated with First Sun Management. Not financial advice. Report a correction · Methodology