Plan Snapshot
- Plan Sponsor: Suncast Corporation
- Sponsor EIN: 363329123
- Sponsor Address: 701 N. KIRK RD., BATAVIA, IL, 60510
- Plan Type: 401(k)
- Total Participants: 356
- Total Assets: $47.5M
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 | 356 | $47.5M | $1.5M | $2.5M |
| 2023 | 339 | $44.0M | $1.1M | $2.3M |
| 2022 | 332 | $37.0M | $668,027 | $2.2M |
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 |
|---|---|---|---|---|
| CERITY PARTNERS RETIREMENT PLAN | ADVISOR | $52,659 | — | $52,659 |
| FIDELITY INVESTMENTS INSTITUTIONAL | RECORDKEEPER | $47,293 | — | $47,293 |
| STRATEGIC ADVISORS, INC. | ADVISOR | $15,090 | — | $15,090 |
| CASSELL PLAN AUDITS, INC. | 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
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $115,042
- Estimated Expense Ratio: 0.242% 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 | $115,042 | $67,749 | — | — | — |
| 2023 | $106,345 | $61,609 | $600 | — | — |
| 2022 | $99,344 | $10,133 | — | — | — |