Plan Snapshot
- Plan Sponsor: Sunstar Engineering Americas, INC.
- Sponsor EIN: 222760260
- Sponsor Address: 85 SOUTH PIONEER BLVD, SPRINGBORO, OH, 45066
- Plan Type: 401(k)
- Total Participants: 188
- Total Assets: $17.1M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: Yes
- 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 | 188 | $17.1M | $388,024 | $1.1M |
| 2023 | 162 | $14.0M | $300,431 | $978,118 |
| 2022 | 134 | $12.3M | $237,840 | $805,585 |
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 |
|---|---|---|---|---|
| STANCORP FINANCIAL GROUP | NONE | $85,091 | — | $85,091 |
| BARNES, DENNIG & CO., LTD | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- STANCORP FINANCIAL GROUP — NONE
- BARNES, DENNIG & CO., LTD — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $85,091
- Estimated Expense Ratio: 0.499% 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 | $12,105 | — | $12,105 | — | — |
| 2023 | $12,254 | — | $12,254 | — | — |
| 2022 | $11,065 | — | $11,065 | — | — |