SS KS, LLC DBA Sunshine, Sachs 401(k) match, vesting and fees
What SS KS, LLC DBA Sunshine, Sachs' 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 Life & Annuity Insurance | Schedule C ↗ |
| Independent auditor | Gorfine Schiller & Gardyn P.A. (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2024 medians for 9,213 defined-contribution plans in professional, scientific, and technical services with 100 to 499 participants.
| SS KS, LLC DBA Sunshine, Sachs: employer contribution per participant | $2,036 | |
| Peer median | $2,521 |
| SS KS, LLC DBA Sunshine, Sachs: average balance | $54,607 | |
| Peer median | $75,833 |
| SS KS, LLC DBA Sunshine, Sachs: admin expenses ÷ assets | 0.60% | |
| Peer median | 0.27% |
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 $13.8M at the end of plan year 2021 to $18.3M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 387 | $18.3M | $682K | $2,036 | 0.60% | Not published | Form 5500 ↗ |
| 2023 | 364 | $14.1M | $675K | $2,191 | 0.53% | Not published | Form 5500 ↗ |
| 2022 | 467 | $10.9M | $515K | $1,370 | 0.35% | Not published | Form 5500 ↗ |
| 2021 | 409 | $13.8M | $476K | $1,432 | 0.12% | Not published | Form 5500 ↗ |
Common questions
Does SS KS, LLC DBA Sunshine, Sachs match 401(k) contributions?
The match terms for the Sunshine, Sachs & Associates Profit Sharing Plan have not been published from its filing yet. The plan year 2024 filing reports $682K in employer contributions, about $2,036 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the SS KS, LLC DBA Sunshine, Sachs 401(k) match vested?
The vesting schedule for the Sunshine, Sachs & Associates Profit Sharing Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the SS KS, LLC DBA Sunshine, Sachs 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Empower Life & Annuity Insurance. The plan administrator is Ss Ks, LLC DBA Sunshine, Sachs &.
I left SS KS, LLC DBA Sunshine, Sachs. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Ss Ks, LLC DBA Sunshine, Sachs &, (212) 691-2800) or the recordkeeper, Empower Life & Annuity Insurance. The SS KS, LLC DBA Sunshine, Sachs old 401(k) page lists the contacts from every plan filing. Find an old SS KS, LLC DBA Sunshine, Sachs 401(k)
Data from the public Form 5500 annual reports SS KS, LLC DBA Sunshine, Sachs filed with the U.S. Department of Labor (plan years 2021 and 2022 and 2023 and 2024) 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 SS KS, LLC DBA Sunshine, Sachs. Not financial advice. Report a correction · Methodology