Plan Snapshot
- Plan Sponsor: Sunbury Motor Company
- Sponsor EIN: 231657268
- Sponsor Address: 943 N. 4TH STREET, SUNBURY, PA, 17801
- Plan Type: 401(k)
- Total Participants: 141
- Total Assets: $12.8M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- 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 | 141 | $12.8M | $243,781 | $524,002 |
| 2023 | 138 | $12.2M | $228,552 | $442,704 |
| 2022 | 134 | $11.2M | $185,445 | $428,882 |
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 |
|---|---|---|---|---|
| LARSON, KELLETT & ASSOCIATES, P.C. | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- LARSON, KELLETT & ASSOCIATES, P.C. — 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 | $50,517 | — | $50,517 | — | — |
| 2023 | $47,645 | — | $47,645 | — | — |
| 2022 | $50,760 | — | $50,760 | — | — |