Plan Snapshot
- Plan Sponsor: Sun Energy Services, LLC Dba Deep Well Services
- Sponsor EIN: 263275367
- Sponsor Address: 719 W NEW CASTLE ST, ZELIENOPLE, PA, 160631027
- Plan Type: 401(k)
- Total Participants: 622
- Total Assets: $15.0M
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 | 622 | $15.0M | $1.1M | $2.8M |
| 2023 | 528 | $11.0M | $922,552 | $2.5M |
| 2022 | 448 | $6.4M | $215,850 | $1.8M |
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 |
|---|---|---|---|---|
| BAKER TILLY US LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BAKER TILLY US 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 | $91,324 | $44,373 | — | — | — |
| 2023 | $69,163 | $38,023 | — | — | — |
| 2022 | $52,308 | — | — | — | — |