Plan Ledger DOL Form 5500 · updated monthly

Sun Country, Inc.401(k)

SUN COUNTRY, INC. 401(K) PROFIT SHARING PLAN · MINNEAPOLIS, MN · plan year 2024

Reported admin expense ratio · 2024
0.11%

Peer grade: A- · admin costs + employer contributions vs same-size plans · how grading works

Sun Country, Inc. reported $231,586 in plan administrative expenses for 2024: 0.11% of average plan assets, below the peer median. Employer contributions averaged $6,873 per active participant. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

Across the 2 years on file its reported administrative ratio fell from 0.12% to 0.11%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other transportation & warehousing employers. By assets it is the 143rd-largest of 1,918 plans among Minnesota employers on file, and the 135th of 2,677 in transportation & warehousing. In 2024, the employer put in $1.27 for every $1.00 employees contributed themselves; active participation has grown from 2,399 to 3,207 since 2022.

Plan summary
Net assets, end of year$246,842,048
Participants with balances2,389
Active participants3,207
Employer contributions$22,041,022
Employee contributions$17,364,038
Employer contribution per active participant$6,873
Average account balance$103,324
Benefits paid to participants$14,209,996
Plan auditUnmodified (clean) audit opinion
AuditorOLSEN THIELEN & CO., LTD.
Plan history3
Yearassets · accounts · employer contribution
2024$246.8M · 2,389 accts · $22.0M emplr
2023$189.9M · 2,215 accts · $17.4M emplr
2022$138.5M · 1,995 accts · $14.8M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$158,233
Investment management$73,353
Total administrative$231,586
The Sun Country, Inc. 401(k) match · 2024
Employer contribution per active participant$6,873
Median for plans this size$3,635
2024$6,873 per active participant
2023$6,449 per active participant
2022$6,182 per active participant

Sun Country, Inc.'s 2024 employer contribution ran above the $3,635 median for plans its size, placing it in the top quarter of its peers. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

What these fees cost you

Annual cost at the plan's reported 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20242
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$158,787
STRATEGIC ADVISORS, INC. · Investment advisory (plan)$73,353

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Administrative cost history3
2024$231,586 · 0.11%
2023$185,786 · 0.11%
2022$170,671 · 0.12%
Same employer
Similar plansTransportation & Warehousing · Minnesota
Soo Line Railroad Company MN$536.5M · 0.21%
Loram MN$167.8M · 0.12%

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Source: U.S. Department of Labor, Form 5500 series, EIN 352159124 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.