Plan Snapshot
- Plan Sponsor: Sunnen Products Company
- Sponsor EIN: 430543500
- Sponsor Address: 7910 MANCHESTER AVE, ST. LOUIS, MO, 63143
- Plan Type: DC
- Total Participants: 350
- Total Assets: $95.4M
Key Plan Design Features
- Auto-Enrollment: No
- 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 | 350 | $95.4M | $634,981 | $2.1M |
| 2023 | 386 | $98.1M | $691,230 | $2.3M |
| 2022 | 398 | $91.5M | $620,269 | $2.1M |
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 |
|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | RECORDKEEPER | $45,708 | — | $45,708 |
| SECURITIES AMERICA ADVISOR INC | ADVISOR | $40,000 | — | $40,000 |
| MONETA GROUP | CONSULTANT | $15,000 | — | $15,000 |
| STRATEGIC ADVISORS, INC. | ADVISOR | $12,071 | — | $12,071 |
| OSAIC WEALTH INC | ADVISOR | $5,000 | — | $5,000 |
| UHY LLP | 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
- OSAIC WEALTH INC — ADVISOR
- UHY LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $117,779
- Estimated Expense Ratio: 0.123% 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 | $117,779 | $57,071 | $1,200 | — | — |
| 2023 | $137,724 | $10,509 | — | — | — |
| 2022 | $130,266 | $13,947 | — | — | — |