What public Form 5500 filings show about the Sun Trade Group, Inc. 401(k) plan — and how to find and check your own account.
Sun Trade Group, Inc. (EIN 95-3790532) reports SUN TRADE GROUP, INC. 401(K) P/S PLAN on its most recent Form 5500, with $321K in plan assets across 31 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 Trade Group, Inc. filing — schedules, fees, and providers.
Sun Trade Group, Inc.’s Form 5500 doesn’t separately disclose a recordkeeper we can confirm. The firms named on its Schedule C are service providers — which can include investment managers, trustees, and auditors, and are not necessarily the company that runs your account. To find who runs your 401(k), check your enrollment paperwork or a recent statement, or ask Sun Trade Group, Inc.HR for the recordkeeper’s name and login.
