What public Form 5500 filings show about the SUNS Legacy Partners 401(k) plan — and how to find and check your own account.
SUNS Legacy Partners (EIN 20-1257286) reports PHOENIX SUNS 401(K) SALARY SAVINGS PLAN on its most recent Form 5500, with $41.8M in plan assets across 475 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 SUNS Legacy Partners 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 Principal, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your SUNS Legacy Partners 401(k).
