# Sun Country, INC. 401(k) Plan
Source: https://planprovider.pro/companies/sun-country-inc-401k-plan

> Sun Country, INC.'s 401(k) plan: 3,207 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/fidelity-investments) — RECORDKEEPER

- [STRATEGIC ADVISORS, INC.](https://planprovider.pro/provider/creative-planning) — ADVISOR

- [OLSEN THIELEN & CO., LTD.](https://planprovider.pro/provider/olsen-thielen-and-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|—|—|—|

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