What public Form 5500 filings show about the Sun Automation Inc. 401(k) plan — and how to find and check your own account.
Sun Automation Inc. (EIN 52-1394629) reports SUN AUTOMATION INC. 401(K) PLAN on its most recent Form 5500, with $16.2M in plan assets across 138 active participants. Form 5500 is the annual report employers file with the U.S. Department of Labor for their retirement plans, and it’s public.
See the full Sun Automation Inc. filing — schedules, fees, and providers.
The plan’s recordkeeper — the firm that runs the website and statements where you check your balance, change contributions, and manage your account — is Fidelity, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your Sun Automation Inc. 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): UBS FINANCIAL SERVICES.
