# Sunrun INC. 401(k) Plan
Source: https://planprovider.pro/companies/sunrun-inc-401k-plan

> Sunrun INC.'s 401(k) plan: 9,452 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Sunrun INC.

- **Sponsor EIN:** 262841711

- **Sponsor Address:** 600 CALIFORNIA STREET, SUIT 800, SAN FRANCISCO, CA, 94108

- **Plan Type:** 401(k)

- **Total Participants:** 9,452

- **Total Assets:** $366.3M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** Yes

- **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|9,452|$366.3M|$20.0M|$48.7M|

| 2023|8,215|$291.6M|$23.0M|$51.8M|

| 2022|9,675|$211.5M|$21.6M|$48.1M|

## 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|

| EMPOWER ANNUITY INSURANCE COMPANY O|RECORDKEEPER|$938,688|—|$938,688|

| EMPOWER ADVISORY GROUP, LLC|INVESTMENT MGMT|$204,434|—|$204,434|

| PLANTE AND MORAN|AUDITOR|$78,815|—|$78,815|

| GLOBAL RETIREMENT PARTNERS LLC|OTHER|$74,000|—|$74,000|

| MMA SECURITIES LLC|AUDITOR|$22,782|—|$22,782|

| PLANTE MORAN|Auditor|—|—|$0|

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $1,318,719

- **Estimated Expense Ratio:** 0.360% 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|$1,158,378|$283,249|—|—|—|

| 2023|$1,307,359|$197,633|—|$55,000|—|

| 2022|$949,595|$225,946|$723,649|—|—|

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