Sun Automation 401(k) match, vesting and fees
What Sun Automation's 401(k) plan says about matching contributions
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | Fidelity Investments Institutional | Schedule C ↗ |
| Independent auditor | Rsm US LLP (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
| Late participant contributions | Reported on the filing | Schedule H ↗ |
How the plan compares
Plan year 2024 medians for 8,908 defined-contribution plans in manufacturing with 100 to 499 participants.
| Sun Automation: employer contribution per participant | $2,178 | |
| Peer median | $1,847 |
| Sun Automation: average balance | $104,666 | |
| Peer median | $65,512 |
| Sun Automation: admin expenses ÷ assets | <0.01% | |
| Peer median | 0.32% |
Admin expenses are the plan's reported administrative expenses divided by its assets; they do not include fund expense ratios.
Plan history
Plan assets went from $12.9M at the end of plan year 2021 to $16.2M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 161 | $16.2M | $338K | $2,178 | <0.01% | Not published | Form 5500 ↗ |
| 2023 | 158 | $13.9M | $312K | $2,078 | 0.18% | Not published | Form 5500 ↗ |
| 2022 | 147 | $11.5M | $274K | $1,985 | — | Not published | Form 5500 ↗ |
| 2021 | 149 | $12.9M | $231K | $1,712 | — | Not published | Form 5500 ↗ |
Other Sun Automation plans (1)
Each plan files its own Form 5500. Figures are from each plan's latest filing.
Sun Automation Inc. Employee Stock Ownership Plan
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Independent auditor | Rsm US LLP (unmodified opinion) | Schedule H ↗ |
| Plan type and status | Retirement · Active | Form 5500 ↗ |
Common questions
Does Sun Automation match 401(k) contributions?
The match terms for the Sun Automation Inc. 401(k) Plan have not been published from its filing yet. The plan year 2024 filing reports $338K in employer contributions, about $2,178 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Sun Automation 401(k) match vested?
The vesting schedule for the Sun Automation Inc. 401(k) Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Sun Automation 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Fidelity Investments Institutional. The plan administrator is Sun Automation Inc..
I left Sun Automation. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Sun Automation Inc., (410) 472-2900) or the recordkeeper, Fidelity Investments Institutional. The Sun Automation old 401(k) page lists the contacts from every plan filing. Find an old Sun Automation 401(k)
Data from the public Form 5500 annual reports Sun Automation filed with the U.S. Department of Labor (plan years 2021 and 2022 and 2023 and 2024) and, where noted, the attached independent auditor's report. Plan terms may have changed since the filing; check your current Summary Plan Description. PlanFacts is not affiliated with Sun Automation. Not financial advice. Report a correction · Methodology