Plan Snapshot
- Plan Sponsor: Suncor Energy (U.S.A.) INC.
- Sponsor EIN: 510403125
- Sponsor Address: 717 17TH STREET SUITE 2900, DENVER, CO, 80202
- Plan Type: 401(k)
- Total Participants: 618
- Total Assets: $200.3M
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 | 618 | $200.3M | $5.8M | $8.4M |
| 2023 | 561 | $174.2M | $6.3M | $8.9M |
| 2022 | 560 | $149.5M | $5.3M | $7.6M |
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 |
|---|---|---|---|---|
| CBIZ CPAS P.C. | Auditor | — | — | $0 |
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 | $70,947 | — | — | — | — |
| 2023 | $69,906 | — | — | — | — |
| 2022 | $79,080 | — | — | — | — |