Plan Ledger DOL Form 5500 · updated monthly

Sunoco Gp LLC401(k)

SUNOCO RETAIL STORE 401(K) PLAN · HOUSTON, TX · plan year 2024

Reported admin expense ratio · 2024
0.04%

Sunoco Gp LLC reported $10,839 in plan administrative expenses for 2024: 0.04% of average plan assets, lower than ~75% of peers. 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 0.045% to 0.041%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other retail trade employers. By assets it is the 1,691st-largest of 5,688 plans among Texas employers on file, and the 1,156th of 5,215 in retail trade.

Plan summary
Net assets, end of year$26,250,198
Participants with balances1,240
Active participants685
Employer contributions—
Employee contributions$784,796
Employer contribution per active participant—
Average account balance$21,170
Benefits paid to participants$3,220,416
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$26.3M · 1,240 accts
2023$26.0M · 1,269 accts
2022$24.3M · 1,324 accts
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$9,339
Investment management$1,500
Total administrative$10,839
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.

Administrative cost history3
2024$10,839 · 0.04%
2023$21,701 · 0.09%
2022$12,436 · 0.04%
All plans at this employer2
SUNOCO RETAIL STORE 401(K) PLAN401(k)
SUNOCO GP, LLC SAVINGS PLAN FOR PUERTO RICO EMPLOYEES401(k)
Similar plansRetail Trade · Texas
Helfman Enterprises, Inc. TX$27.5M · 0.27%
Nyle Maxwell of Austin, LLC TX$27.4M · 0.46%
Redi-Carpet, Inc. TX$25.3M · 0.34%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 900857728 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.