What public Form 5500 filings show about the Sunstate Equipment Co., LLC 401(k) plan — and how to find and check your own account.
Sunstate Equipment Co., LLC (EIN 86-0810251) reports SUNSTATE EQUIPMENT CO., LLC RETIREMENT SAVINGS PLAN AND TRUST on its most recent Form 5500, with $164.0M in plan assets across 2,256 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 Sunstate Equipment Co., LLC 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 Transamerica, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your Sunstate Equipment Co., LLC 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): LBMC PC, EPSTEIN BECKER & GREEN PC, NEPC, NATIONAL FINANCIAL SERVICES.