Plan Snapshot
- Plan Sponsor: Suncor Energy (U.S.A.) INC.
- Sponsor EIN: 510403125
- Sponsor Address: 5455 BRIGHTON BLVD., COMMERCE CITY, CO, 80022
- Plan Type: DB
- Total Participants: 574
- Total Assets: $93.7M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 574 | $93.7M | $1.8M | $0 |
| 2023 | 544 | $95.0M | $7.7M | $0 |
| 2022 | 584 | $95.9M | $12.1M | $0 |
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 |
|---|---|---|---|---|
| MFS HERITAGE TRUST COMPANY | Other Service Provider | $196,819 | — | $196,819 |
| WILLIS TOWERS WATSON US LLC | Recordkeeper | $170,910 | — | $170,910 |
| IIF ERISA LLP | Other Service Provider | $145,425 | — | $145,425 |
| JPMCB STRATEGIC PROPERTY FUND | Recordkeeper | $48,468 | — | $48,468 |
| CAUSEY DEMGEN & MOORE PC | Other Service Provider | $14,700 | — | $14,700 |
| HOLLAND & HART LLP | ERISA Attorney | $5,718 | — | $5,718 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- WILLIS TOWERS WATSON US LLC — Recordkeeper
- JPMCB STRATEGIC PROPERTY FUND — Recordkeeper
- HOLLAND & HART LLP — ERISA Attorney
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $582,040
- Estimated Expense Ratio: 0.621% 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 | $653,406 | $360,252 | — | $14,700 | — |
| 2023 | $648,669 | $389,231 | — | $17,300 | — |
| 2022 | $804,873 | — | — | — | $712,331 |