# Sunbury Motor Company 401(k) Plan
Source: https://planprovider.pro/companies/sunbury-motor-company-401k-plan

> Sunbury Motor Company's 401(k) plan: 141 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|

| PRINCIPAL LIFE INSURANCE COMPANY|CONTRACT ADMINISTRATOR|$50,517|—|$50,517|

| SA STONE WEALTH MANAGEMENT INC.|OTHER SERVICES|—|$21,508|$21,508|

| 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.](https://planprovider.pro/provider/larson-kellett-and-associates-pc) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $72,025

- **Estimated Expense Ratio:** 0.564% 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|$50,517|—|$50,517|—|—|

| 2023|$47,645|—|$47,645|—|—|

| 2022|$50,760|—|$50,760|—|—|

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