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Original filing (PDF)20251013175118NAL0002533808001
SUN COMMUNITIES, INC.
Form 5500
FILING_RECEIVED
SUN COMMUNITIES, INC. 401(K) PLAN
401(k) retirement plan
Active participants
2,777
Accounts w/ balance
3,499
Plan assets (EOY)
$83.5M
Net assets (EOY)
$83.5M
How this plan invests
This plan
1 pooled trust
Schedule D
38 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
91
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
100
Total plan cost
65
Vendor stack
100
Participation health
100
Knocking points off
- 47 bps in Schedule C fees — 191% above peer band of 16 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SUN COMMUNITIES, INC..
Plan sponsor
Name
SUN COMMUNITIES, INC.
EIN
38-2730780
Address
27777 FRANKLIN ROAD · SUITE 300 · SOUTHFIELD, MI · 480348205
Phone
(248) 208-2558
Industry
Real Estatesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-13
Pension benefit codes
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
CLIFTONLARSONALLEN LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $305K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GREGORY J SCHWARTZ & CO INC | 38-2117812 | — | ADVISOR | $84K | — |
Investments
37 direct securities · 1 pooled fund· $83.5M(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
Uncategorized
$81.9M
37 holdings
Common Collective Trust
$1.6M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity FID FDM IDX 2040 IPR | — | — | — | $8.8M | 10.5% | |
| Fidelity FID FDM IDX 2030 IPR | — | — | — | $7.6M | 9.1% | |
| JPMorgan JPM LG Cap Growth R6 | — | — | — | $6.7M | 8.0% | |
| Fidelity FID FDM IDX 2025 IPR | — | — | — | $6.3M | 7.5% | |
| Fidelity FID FDM IDX 2035 IPR | — | — | — | $6.3M | 7.5% | |
| Fidelity FID FDM IDX 2045 IPR | — | — | — | $6.1M | 7.4% | |
| Fidelity FID 500 Index | — | — | — | $6.0M | 7.2% | |
| Fidelity FID FDM IDX 2050 IPR | — | — | — | $4.8M | 5.8% | |
| Fidelity FID FDM IDX 2020 IPR | — | — | — | $3.3M | 3.9% | |
| Fidelity FID FDM IDX 2055 IPR | — | — | — | $3.1M | 3.7% | |
| Fidelity FID FDM IDX 2015 IPR | — | — | — | $2.7M | 3.3% | |
| Fidelity FID FDM IDX 2060 IPR | — | — | — | $2.2M | 2.7% | |
| Participants Participant Loans Rates from 4.25% to 9.50% - | — | — | — | $2.0M | 2.3% | |
| American Funds AF Wash MUTL INV R6 | — | — | — | $1.8M | 2.2% | |
| JPMorgan JPM Mid Cap Grth R6 | — | — | — | $1.7M | 2.0% | |
| MIP CL 2 FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 024 | Common Collective Trust | — | — | $1.6M | 2.0% | |
| Columbia Contrarian COL Contran Core 13 | — | — | — | $1.5M | 1.8% | |
| Fidelity FID SM CAP GR IDX | — | — | — | $1.4M | 1.6% | |
| Invesco Oppenheimer I O INTL Growth R6 | — | — | — | $1.2M | 1.4% | |
| American Funds AF Balanced R6 | — | — | — | $1.2M | 1.4% | |
| Fidelity FID FDM IDX INC IPR | — | — | — | $1.1M | 1.4% | |
| Franklin FKLN SM Cap Value R6 | — | — | — | $1.0M | 1.2% | |
| Fidelity FID Mid Cap IDX | — | — | — | $751K | 0.9% | |
| DFA US VECTOR EQ I | — | — | — | $735K | 0.9% | |
| Fidelity FID FDM IDX 2065 IPR | — | — | — | $721K | 0.9% | |
| PGIM Total RTN BD R6 | — | — | — | $619K | 0.7% | |
| DFA EMRG MKT CORE EQ | — | — | — | $500K | 0.6% | |
| Fidelity FID SM CAP IDX | — | — | — | $463K | 0.6% | |
| PIMCO INCOME INST | — | — | — | $382K | 0.5% | |
| iShares IS MSCI EAFE INTL K | — | — | — | $375K | 0.4% | |
| DFA INTL VALUE I | — | — | — | $224K | 0.3% | |
| Vanguard Vang GNMA ADM | — | — | — | $157K | 0.2% | |
| Fidelity FID FDM IDX 2010 IPR | — | — | — | $145K | 0.2% | |
| Lord Abbott LD ABT SH DTN INC R6 | — | — | — | $58K | <0.1% | |
| Fidelity FID GOVT MMKT | — | — | — | $36K | <0.1% | |
| American Funds AF CAP World Bond R6 | — | — | — | $18K | <0.1% | |
| MFS GLB Total RTN R6 | — | — | — | $12K | <0.1% | |
| Fidelity FID FDM IDX 2070 IPR | — | — | — | $2K | <0.1% |