Plan Snapshot
- Plan Sponsor: Sunoco, INC.
- Sponsor EIN: 231743282
- Sponsor Address: 1300 MAIN ST, HOUSTON, TX, 77002
- Plan Type: 401(k)
- Plan Number: 103
- Total Participants: 0
- Total Assets: $177.2M
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 | 0 | $177.2M | $0 | $0 |
| 2023 | 0 | $213.9M | $0 | $0 |
| 2022 | 0 | $292.4M | $0 | $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 |
|---|---|---|---|---|
| INSIGHT NORTH AMERICA LLC | Investment Advisor | — | $116,532 | $116,532 |
| TRANSAMERICA | Investment Advisor | — | $72,021 | $72,021 |
| ROYAL BANK OF CANADA | Investment Advisor | — | $63,939 | $63,939 |
| NATIONWIDE | Investment Advisor | — | $19,086 | $19,086 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- TRANSAMERICA — Investment Advisor
- NATIONWIDE — Investment Advisor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $271,578
- Estimated Expense Ratio: 0.153% 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 | — | — | — | — | — |
| 2023 | — | — | — | — | — |
| 2022 | — | — | — | — | — |