# Sunnen Products Company DC Plan
Source: https://planprovider.pro/companies/sunnen-products-company-plan-002

> Sunnen Products Company's DC plan: 350 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/fidelity-investments) — RECORDKEEPER

- [STRATEGIC ADVISORS, INC.](https://planprovider.pro/provider/creative-planning) — ADVISOR

- [OSAIC WEALTH INC](https://planprovider.pro/provider/royal-alliance-associates-inc) — ADVISOR

- [UHY LLP](https://planprovider.pro/provider/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|—|—|—|

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