Plan Snapshot
- Plan Sponsor: Sun Country, INC.
- Sponsor EIN: 352159124
- Sponsor Address: 2005 CARGO ROAD, MINNEAPOLIS, MN, 55450
- Plan Type: 401(k)
- Total Participants: 3,207
- Total Assets: $246.9M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- 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 | 3,207 | $246.9M | $22.0M | $17.4M |
| 2023 | 2,705 | $189.9M | $17.4M | $15.7M |
| 2022 | 2,399 | $138.5M | $14.8M | $13.4M |
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 |
|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | RECORDKEEPER | $158,787 | — | $158,787 |
| STRATEGIC ADVISORS, INC. | ADVISOR | $73,353 | — | $73,353 |
| OLSEN THIELEN & CO., LTD. | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FIDELITY INVESTMENTS INSTITUTIONAL — RECORDKEEPER
- STRATEGIC ADVISORS, INC. — ADVISOR
- OLSEN THIELEN & CO., LTD. — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $232,140
- Estimated Expense Ratio: 0.094% 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 | $231,586 | $73,353 | — | — | — |
| 2023 | $185,786 | $46,940 | — | — | — |
| 2022 | $170,671 | $38,545 | — | — | — |