SUNAGO ADVISORY GROUP, INC. 401(k) Plan
What public Form 5500 filings show about the SUNAGO ADVISORY GROUP, INC. 401(k) plan — and how to find and check your own account.
The SUNAGO ADVISORY GROUP, INC. 401(k) on its latest Form 5500
SUNAGO ADVISORY GROUP, INC. (EIN 20-1374678) reports SUNAGO ADVISORY GROUP, INC. 401(K) PLAN on its most recent Form 5500, with $61K in plan assets across 5 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 SUNAGO ADVISORY GROUP, INC. filing — schedules, fees, and providers.
Who runs the SUNAGO ADVISORY GROUP, INC. 401(k)?
SUNAGO ADVISORY 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 SUNAGO ADVISORY GROUP, INC.HR for the recordkeeper’s name and login.
How to check your SUNAGO ADVISORY GROUP, INC. 401(k)
- Log in to the plan’s recordkeeper portal (the site on your statements).
- Ask SUNAGO ADVISORY GROUP, INC. 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).
