# Sunoco, INC. 401(k) Plan
Source: https://planprovider.pro/companies/sunoco-inc-231743282-103

> Sunoco, INC.'s 401(k) plan: 0 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/transamerica) — Investment Advisor

- [NATIONWIDE](https://planprovider.pro/provider/nationwide-mutual-insurance-company) — 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|—|—|—|—|—|

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