How big is Sunex Inc.'s plan?

Sunex Inc.'s plan reported $3.6M in assets and 9 participants for 2025.

Original filing (PDF)20260420124316NAL0002424176001

Sunex Inc.

Name: Sunex Inc. — Sunex Inc. 401(k) Profit Sharing Plan &, Form 5500 (2025)
Creator: Sunex Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Sunex Inc. 401(k) Profit Sharing Plan & Trust

401(k) retirement plan · Sunex Inc.'s Sunex Inc. 401(k) Profit Sharing Plan & Trust held $3.6M in plan assets for 9 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.6M

Net assets (EOY)

$3.6M

People on this filing

ALEX NING signed Sunex Inc.'s 2025 Form 5500 as plan administrator.

ALEX NING — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Sunex Inc.'s EIN is 04-3359108.

EIN 04-3359108

Plan number 001

Plan year 2025

ACK ID 20260420124316NAL0002424176001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Sunex Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Sunex Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for SUNEX INC.

Finding similar companies…

Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (86th percentile).

Plan sponsor

Name

SUNEX INC

EIN

all filings

Address

3160 LIONSHEAD AVE STE B · CARLSBAD, CA · 920104705

Phone

(760) 597-2966

Industry

All Other Professional Services· Professional & Technical Services

Plan administrator