Plan Snapshot
- Plan Sponsor: Sun Communities, INC.
- Sponsor EIN: 382730780
- Sponsor Address: 27777 FRANKLIN ROAD, SOUTHFIELD, MI, 480348205
- Plan Type: 401(k)
- Total Participants: 2,777
- Total Assets: $83.5M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 2,777 | $83.5M | $2.6M | $11.6M |
| 2023 | 2,592 | $72.2M | $2.7M | $11.3M |
| 2022 | 3,129 | $57.8M | $2.7M | $10.4M |
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 |
|---|---|---|---|---|
| CLIFTONLARSONALLEN LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- CLIFTONLARSONALLEN LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $388,671 | $84,078 | $300 | — | — |
| 2023 | $347,925 | $91,816 | $300 | — | — |
| 2022 | $336,759 | — | — | — | $336,759 |