SUN CAPITAL ADVISORS, LP 401(k) Plan
What public Form 5500 filings show about the SUN CAPITAL ADVISORS, LP 401(k) plan — and how to find and check your own account.
The SUN CAPITAL ADVISORS, LP 401(k) on its latest Form 5500
SUN CAPITAL ADVISORS, LP (EIN 65-0624186) reports SUN CAPITAL ADVISORS, LP 401(K) PLAN on its most recent Form 5500, with $17.8M in plan assets across 64 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 CAPITAL ADVISORS, LP filing — schedules, fees, and providers.
Who runs the SUN CAPITAL ADVISORS, LP 401(k)?
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 CAPITAL ADVISORS, LP 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): MERCER INVESTMENT MANAGEMENT.
How to check your SUN CAPITAL ADVISORS, LP 401(k)
- Log in to Fidelity’s participant portal (the site on your statements).
- Ask SUN CAPITAL ADVISORS, LP HR or benefits for the recordkeeper name and enrollment link.
- Left the company? Your balance stays in the plan until you roll it over — see how to find a lost 401(k).